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Southern Company shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 113k 94.77
2025-06-30 $13M 140k 91.83
2025-03-31 $13M 140k 91.95
2024-12-31 $14M 169k 82.32
2024-09-30 $16M 172k 90.18
2024-06-30 $14M 185k 77.57
2024-03-31 $13M 184k 71.74
2023-12-31 $243k 3.5k 70.13
2021-03-31 $307k 5.0k 62.05
2020-12-31 $307k 5.0k 61.19
2020-09-30 $270k 5.0k 53.73
2020-06-30 $294k 5.7k 51.94
2020-03-31 $318k 5.8k 54.36
2019-12-31 $240k 3.8k 63.84
2019-09-30 $240k 3.9k 61.63
2019-06-30 $222k 4.0k 55.92
2019-03-31 $211k 4.1k 51.84
2018-06-30 $200k 4.3k 46.30