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Southern Company shares owned by Caprock

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Caprock from 13F filings

Historical chart of Caprock investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Caprock consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Caprock

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 20k 71.74
2023-12-31 $1.4M 19k 70.12
2023-09-30 $1.1M 17k 64.73
2023-06-30 $1.2M 17k 70.25
2023-03-31 $1.1M 16k 69.58
2022-12-31 $228k 3.2k 71.41
2020-06-30 $423k 8.2k 51.90
2020-03-31 $285k 5.3k 54.15