Southern Company shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $693k | 7.3k | 94.78 |
| 2025-06-30 | $663k | 7.3k | 90.90 |
| 2025-03-31 | $663k | 7.2k | 91.95 |
| 2024-12-31 | $575k | 7.0k | 82.32 |
| 2024-09-30 | $641k | 7.1k | 90.19 |
| 2024-06-30 | $550k | 7.1k | 77.56 |
| 2024-03-31 | $507k | 7.1k | 71.74 |
| 2023-09-30 | $455k | 7.0k | 64.72 |
| 2023-06-30 | $492k | 7.0k | 70.25 |
| 2023-03-31 | $507k | 7.3k | 69.58 |
| 2022-12-31 | $491k | 6.9k | 71.41 |
More positions owned by Beacon Investment Advisors
View all positions for Beacon Investment Advisors