Southern Company shares owned by Forte Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in Southern Company
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All positions including Southern Company held by Forte Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 31k | 70.12 |
| 2023-09-30 | $2.1M | 32k | 64.72 |
| 2023-06-30 | $2.3M | 32k | 70.25 |
| 2023-03-31 | $2.3M | 33k | 69.58 |
| 2022-12-31 | $2.4M | 34k | 71.41 |
| 2022-09-30 | $2.3M | 34k | 67.99 |
| 2022-06-30 | $1.5M | 22k | 68.57 |
| 2022-03-31 | $1.5M | 22k | 68.56 |
| 2021-12-31 | $1.5M | 22k | 68.56 |
| 2021-09-30 | $1.3M | 21k | 61.95 |
| 2021-06-30 | $1.3M | 22k | 60.49 |
| 2021-03-31 | $1.4M | 22k | 62.16 |
| 2020-12-31 | $1.4M | 23k | 61.44 |
| 2020-09-30 | $1.3M | 24k | 54.21 |
| 2020-06-30 | $1.1M | 21k | 51.83 |
| 2020-03-31 | $1.1M | 20k | 54.16 |
| 2019-12-31 | $1.4M | 21k | 63.71 |
| 2019-09-30 | $1.3M | 22k | 61.77 |
| 2019-06-30 | $1.2M | 22k | 55.26 |
| 2019-03-31 | $1.1M | 22k | 51.67 |
| 2018-12-31 | $796k | 18k | 43.88 |
| 2018-09-30 | $624k | 14k | 43.55 |
| 2018-06-30 | $645k | 14k | 46.31 |
| 2018-03-31 | $623k | 14k | 44.69 |
| 2017-12-31 | $605k | 13k | 48.07 |
| 2017-09-30 | $631k | 13k | 49.16 |
| 2017-06-30 | $618k | 13k | 47.87 |
| 2017-03-31 | $587k | 12k | 49.81 |
| 2016-12-31 | $547k | 11k | 49.15 |
| 2016-09-30 | $504k | 9.8k | 51.27 |
| 2016-06-30 | $544k | 10k | 53.60 |
| 2016-03-31 | $527k | 10k | 51.74 |
| 2015-12-31 | $485k | 10k | 46.81 |
| 2015-09-30 | $463k | 10k | 44.69 |
| 2015-06-30 | $435k | 10k | 41.89 |
| 2015-03-31 | $514k | 12k | 44.37 |
| 2014-12-31 | $543k | 11k | 49.10 |
| 2014-09-30 | $315k | 7.2k | 43.63 |