Southern Company shares owned by Burkett Financial Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9k | 63 | 94.16 |
| 2025-06-30 | $5.7k | 62 | 91.95 |
| 2025-03-31 | $5.7k | 62 | 91.31 |
| 2024-12-31 | $5.0k | 61 | 82.41 |
| 2024-09-30 | $5.5k | 61 | 90.28 |
| 2024-06-30 | $4.7k | 61 | 77.66 |
| 2024-03-31 | $4.4k | 61 | 71.82 |
| 2023-12-31 | $4.2k | 60 | 70.65 |
More positions owned by Burkett Financial Services
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