Southern Company shares owned by Beacon Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $570k | 8.1k | 70.12 |
| 2023-09-30 | $550k | 8.1k | 67.68 |
| 2023-06-30 | $567k | 8.2k | 69.18 |
| 2023-03-31 | $585k | 8.1k | 71.99 |
| 2022-12-31 | $581k | 8.1k | 71.50 |
| 2022-09-30 | $564k | 8.1k | 69.41 |
| 2022-06-30 | $565k | 8.1k | 69.53 |
| 2022-03-31 | $601k | 8.2k | 73.05 |
| 2021-12-31 | $554k | 8.1k | 68.18 |
| 2021-09-30 | $515k | 8.2k | 62.61 |
| 2021-06-30 | $518k | 8.2k | 62.97 |
| 2021-03-31 | $532k | 8.9k | 59.45 |
| 2020-12-31 | $532k | 8.9k | 59.45 |
| 2020-09-30 | $572k | 11k | 54.23 |
| 2020-06-30 | $528k | 10k | 51.52 |
| 2020-03-31 | $633k | 11k | 57.97 |
| 2019-12-31 | $4.7M | 73k | 63.69 |
| 2019-09-30 | $4.6M | 74k | 61.77 |
| 2019-06-30 | $6.3M | 113k | 55.28 |
| 2019-03-31 | $5.9M | 114k | 51.68 |
| 2018-12-31 | $5.4M | 122k | 43.95 |
| 2018-09-30 | $5.3M | 123k | 43.60 |
| 2018-06-30 | $5.9M | 127k | 46.31 |
| 2018-03-31 | $5.7M | 127k | 44.66 |
| 2017-12-31 | $8.9M | 185k | 48.09 |
| 2017-09-30 | $9.5M | 193k | 49.14 |
| 2017-06-30 | $9.2M | 190k | 48.29 |
| 2017-03-31 | $9.2M | 186k | 49.67 |
| 2016-12-31 | $8.8M | 179k | 49.19 |
| 2016-09-30 | $9.7M | 187k | 52.05 |
| 2016-06-30 | $9.7M | 187k | 52.22 |
| 2016-03-31 | $9.5M | 186k | 51.21 |
| 2015-12-31 | $9.0M | 190k | 47.27 |
| 2015-09-30 | $8.1M | 183k | 44.29 |
| 2015-06-30 | $7.7M | 184k | 41.96 |
| 2015-03-31 | $7.0M | 159k | 44.33 |
| 2014-12-31 | $7.7M | 155k | 49.77 |
| 2014-09-30 | $6.7M | 154k | 43.63 |
| 2014-06-30 | $6.8M | 150k | 45.06 |
| 2014-03-31 | $4.6M | 106k | 43.37 |
| 2013-12-31 | $4.3M | 104k | 41.00 |
| 2013-09-30 | $4.1M | 99k | 41.23 |