Southern Company shares owned by Birch Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 3.7k | 94.78 |
| 2025-06-30 | $298k | 3.2k | 91.83 |
| 2025-03-31 | $411k | 4.5k | 91.94 |
| 2024-12-31 | $201k | 2.4k | 82.32 |
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