Southern Company shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in Southern Company
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All positions including Southern Company held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 20k | 82.32 |
| 2024-09-30 | $2.8M | 32k | 90.18 |
| 2024-06-30 | $3.1M | 43k | 71.74 |
| 2024-03-31 | $3.1M | 43k | 71.74 |
| 2023-12-31 | $3.0M | 43k | 70.12 |
| 2023-09-30 | $2.8M | 43k | 64.72 |
| 2023-06-30 | $3.1M | 44k | 70.25 |
| 2023-03-31 | $3.2M | 43k | 74.65 |
| 2022-12-31 | $2.6M | 39k | 67.43 |
| 2022-09-30 | $2.6M | 38k | 67.98 |
| 2022-06-30 | $2.7M | 37k | 71.30 |
| 2022-03-31 | $2.7M | 37k | 72.52 |
| 2021-12-31 | $2.5M | 37k | 68.58 |
| 2021-09-30 | $2.5M | 41k | 61.98 |
| 2021-06-30 | $2.3M | 39k | 60.50 |
| 2021-03-31 | $2.4M | 38k | 62.16 |
| 2020-12-31 | $2.4M | 39k | 61.42 |
| 2020-09-30 | $2.1M | 39k | 54.22 |
| 2020-06-30 | $1.7M | 33k | 51.84 |
| 2020-03-31 | $1.7M | 32k | 54.14 |
| 2019-12-31 | $2.3M | 36k | 63.71 |
| 2019-09-30 | $1.9M | 31k | 61.78 |
| 2019-06-30 | $1.8M | 32k | 55.29 |
| 2019-03-31 | $1.6M | 31k | 51.68 |
| 2018-12-31 | $1.4M | 32k | 43.92 |
| 2018-09-30 | $1.3M | 30k | 43.59 |
| 2018-06-30 | $1.5M | 32k | 46.31 |
| 2018-03-31 | $1.3M | 29k | 44.65 |
| 2017-12-31 | $1.6M | 33k | 48.10 |
| 2017-09-30 | $1.6M | 32k | 49.14 |
| 2017-06-30 | $1.5M | 32k | 47.89 |
| 2017-03-31 | $1.7M | 34k | 49.77 |
| 2016-12-31 | $1.9M | 38k | 49.20 |
| 2016-09-30 | $2.1M | 42k | 51.30 |
| 2016-06-30 | $2.3M | 43k | 53.64 |
| 2016-03-31 | $2.5M | 48k | 51.72 |
| 2015-12-31 | $3.0M | 64k | 46.80 |
| 2015-09-30 | $3.0M | 67k | 44.70 |
| 2015-06-30 | $2.4M | 57k | 41.90 |
| 2015-03-31 | $2.6M | 59k | 44.28 |
| 2014-12-31 | $2.7M | 55k | 49.10 |