Southern Company shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $297k | 5.0k | 59.78 |
| 2021-06-30 | $225k | 3.7k | 60.11 |
| 2021-03-31 | $169k | 2.8k | 60.61 |
| 2020-12-31 | $161k | 2.6k | 61.11 |
| 2020-09-30 | $149k | 3.4k | 44.12 |
| 2020-06-30 | $124k | 2.4k | 50.85 |
| 2020-03-31 | $103k | 2.3k | 44.12 |
| 2019-12-31 | $106k | 1.7k | 60.61 |
| 2019-09-30 | $107k | 1.7k | 61.40 |
| 2019-06-30 | $88k | 1.7k | 50.51 |
| 2019-03-31 | $81k | 1.6k | 50.51 |
| 2018-12-31 | $43k | 1.1k | 40.32 |