Southern Company shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $618k | 6.5k | 94.77 |
| 2025-06-30 | $599k | 6.5k | 91.83 |
| 2025-03-31 | $609k | 6.6k | 91.94 |
| 2024-12-31 | $553k | 6.7k | 82.32 |
| 2024-09-30 | $597k | 6.6k | 90.19 |
| 2024-06-30 | $529k | 6.8k | 77.57 |
| 2024-03-31 | $410k | 5.7k | 71.75 |
| 2023-12-31 | $386k | 5.5k | 70.12 |
| 2023-09-30 | $376k | 5.8k | 64.72 |
| 2023-06-30 | $393k | 5.6k | 70.25 |
| 2023-03-31 | $355k | 5.1k | 69.58 |
| 2022-12-31 | $343k | 4.8k | 71.41 |