Southern Company shares owned by BCR Wealth Strategies
Quarter-by-quarter ownership of Southern Company (SO) shares owned by BCR Wealth Strategies
from 13F filings
Historical chart of BCR Wealth Strategies investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by BCR Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by BCR Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $586k | 6.2k | 94.67 |
| 2025-06-30 | $577k | 6.3k | 91.70 |
| 2025-03-31 | $577k | 6.3k | 91.81 |
| 2024-12-31 | $538k | 6.5k | 82.31 |
| 2024-09-30 | $578k | 6.4k | 90.06 |
| 2024-06-30 | $532k | 6.9k | 77.55 |
| 2024-03-31 | $468k | 6.5k | 71.80 |
| 2023-12-31 | $456k | 6.5k | 70.10 |
| 2023-09-30 | $422k | 6.5k | 64.61 |
| 2023-06-30 | $435k | 6.2k | 70.22 |
| 2023-03-31 | $434k | 6.2k | 69.54 |
| 2022-12-31 | $444k | 6.2k | 71.26 |
| 2022-09-30 | $420k | 6.2k | 68.07 |
| 2022-06-30 | $440k | 6.2k | 71.36 |
| 2022-03-31 | $418k | 5.8k | 72.46 |
| 2021-12-31 | $254k | 3.7k | 68.59 |