Southern Company shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $101k | 1.1k | 94.82 |
| 2025-06-30 | $98k | 1.1k | 91.89 |
| 2025-03-31 | $98k | 1.1k | 92.29 |
| 2024-12-31 | $87k | 1.1k | 82.33 |
| 2024-09-30 | $95k | 1.1k | 90.21 |
| 2024-06-30 | $81k | 1.0k | 77.62 |
| 2024-03-31 | $75k | 1.0k | 71.72 |
| 2023-12-31 | $73k | 1.0k | 70.13 |
| 2023-09-30 | $67k | 1.0k | 64.78 |
| 2023-06-30 | $91k | 1.3k | 70.27 |
| 2023-03-31 | $90k | 1.3k | 69.59 |
| 2022-12-31 | $91k | 1.3k | 70.92 |
| 2022-09-30 | $90k | 1.3k | 70.04 |
| 2022-06-30 | $92k | 1.3k | 71.82 |
| 2022-03-31 | $93k | 1.3k | 72.77 |
| 2021-12-31 | $81k | 1.2k | 68.94 |
| 2021-09-30 | $73k | 1.2k | 62.29 |
| 2021-06-30 | $49k | 810 | 60.49 |
| 2021-03-31 | $61k | 976 | 62.50 |
| 2020-12-31 | $58k | 973 | 59.61 |
| 2020-09-30 | $53k | 970 | 54.64 |
| 2020-06-30 | $14k | 270 | 51.85 |
| 2020-03-31 | $16k | 270 | 59.26 |
| 2019-12-31 | $17k | 270 | 62.96 |