Southern Company shares owned by Balentine
Historical chart of Balentine investment in Southern Company
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All positions including Southern Company held by Balentine consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $847k | 8.9k | 94.77 |
| 2025-06-30 | $812k | 8.8k | 91.83 |
| 2025-03-31 | $902k | 9.8k | 91.95 |
| 2024-03-31 | $380k | 5.3k | 71.74 |
| 2023-12-31 | $401k | 5.7k | 70.12 |
| 2023-09-30 | $422k | 6.5k | 64.72 |
| 2023-06-30 | $340k | 4.8k | 70.25 |
| 2023-03-31 | $530k | 7.6k | 69.58 |
| 2022-12-31 | $1.0M | 14k | 71.41 |
| 2022-09-30 | $1.8M | 26k | 68.00 |
| 2022-06-30 | $2.2M | 30k | 71.30 |
| 2022-03-31 | $1.2M | 17k | 72.51 |
| 2021-12-31 | $593k | 8.6k | 68.57 |
| 2021-09-30 | $249k | 4.0k | 61.91 |
| 2020-06-30 | $59k | 1.1k | 52.03 |
| 2020-03-31 | $126k | 2.3k | 54.03 |
| 2019-12-31 | $96k | 1.5k | 63.96 |
| 2019-09-30 | $33k | 539 | 61.22 |
| 2019-06-30 | $25k | 444 | 56.31 |
| 2019-03-31 | $16k | 319 | 50.16 |
| 2018-12-31 | $14k | 319 | 43.89 |
| 2018-09-30 | $14k | 319 | 43.89 |
| 2018-06-30 | $15k | 319 | 47.02 |
| 2017-12-31 | $31k | 636 | 48.74 |
| 2017-09-30 | $31k | 641 | 48.36 |
| 2017-06-30 | $28k | 575 | 48.70 |
| 2017-03-31 | $28k | 569 | 49.21 |
| 2016-12-31 | $28k | 563 | 49.73 |
| 2016-09-30 | $70k | 1.4k | 51.36 |
| 2016-06-30 | $19k | 355 | 53.52 |
| 2016-03-31 | $18k | 355 | 50.70 |
| 2015-12-31 | $17k | 355 | 47.89 |
| 2015-09-30 | $16k | 355 | 45.07 |
| 2015-06-30 | $15k | 355 | 42.25 |
| 2015-03-31 | $16k | 355 | 45.07 |