Southern Company shares owned by Biltmore Family Office
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in Southern Company
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Quarterly reported holdings in Southern Company by Biltmore Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 31k | 90.18 |
| 2024-06-30 | $2.4M | 31k | 77.57 |
| 2024-03-31 | $2.2M | 31k | 71.74 |
| 2023-12-31 | $2.1M | 31k | 70.12 |
| 2023-09-30 | $2.3M | 36k | 64.72 |
| 2023-06-30 | $2.6M | 37k | 70.25 |
| 2023-03-31 | $2.5M | 37k | 69.58 |
| 2022-12-31 | $1.2M | 18k | 71.41 |
| 2022-09-30 | $1.1M | 17k | 68.00 |
| 2022-06-30 | $1.2M | 17k | 71.34 |
| 2022-03-31 | $1.2M | 17k | 72.53 |
| 2021-12-31 | $1.2M | 17k | 68.61 |
| 2021-09-30 | $948k | 15k | 62.00 |
| 2021-06-30 | $956k | 16k | 60.54 |
| 2021-03-31 | $979k | 16k | 62.16 |
| 2020-12-31 | $1.0M | 17k | 61.45 |
| 2020-09-30 | $827k | 15k | 54.23 |
| 2020-06-30 | $791k | 15k | 51.87 |
| 2020-03-31 | $826k | 15k | 54.16 |
| 2019-12-31 | $956k | 15k | 63.73 |
| 2019-09-30 | $927k | 15k | 61.80 |
| 2019-06-30 | $829k | 15k | 55.27 |
| 2019-03-31 | $775k | 15k | 51.67 |
| 2018-12-31 | $659k | 15k | 43.93 |
| 2018-09-30 | $654k | 15k | 43.60 |
| 2018-06-30 | $695k | 15k | 46.33 |
| 2018-03-31 | $670k | 15k | 44.67 |
| 2017-12-31 | $779k | 16k | 48.10 |