Southern Company shares owned by Capital Square
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Square
from 13F filings
Historical chart of Capital Square investment in Southern Company
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Quarterly reported holdings in Southern Company by Capital Square
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 25k | 70.12 |
| 2023-09-30 | $1.7M | 25k | 66.60 |
| 2023-06-30 | $1.7M | 25k | 70.25 |
| 2023-03-31 | $1.8M | 25k | 72.31 |
| 2022-12-31 | $1.8M | 25k | 71.41 |
| 2022-09-30 | $1.7M | 25k | 67.99 |
| 2022-06-30 | $1.6M | 23k | 71.31 |
| 2022-03-31 | $1.6M | 22k | 72.48 |
| 2021-12-31 | $1.5M | 21k | 68.24 |
| 2021-09-30 | $1.3M | 21k | 61.75 |
| 2021-06-30 | $1.3M | 20k | 62.78 |
| 2021-03-31 | $1.1M | 18k | 62.71 |
| 2020-12-31 | $1.0M | 17k | 61.40 |
| 2020-09-30 | $932k | 17k | 54.21 |
| 2020-06-30 | $899k | 17k | 51.81 |
| 2020-03-31 | $936k | 17k | 54.12 |
| 2019-12-31 | $1.1M | 17k | 63.68 |