Southern Company shares owned by Roundview Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Southern Company
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All positions including Southern Company held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $742k | 8.5k | 87.20 |
| 2025-09-30 | $940k | 9.9k | 94.77 |
| 2025-06-30 | $919k | 10k | 91.83 |
| 2025-03-31 | $906k | 9.8k | 91.95 |
| 2024-12-31 | $844k | 10k | 82.32 |
| 2024-09-30 | $864k | 9.6k | 90.18 |
| 2024-06-30 | $709k | 9.1k | 77.57 |
| 2024-03-31 | $533k | 7.4k | 71.74 |
| 2023-12-31 | $418k | 6.0k | 70.12 |