Southern Company shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $917k | 9.7k | 94.77 |
| 2025-06-30 | $889k | 9.7k | 91.83 |
| 2025-03-31 | $922k | 10k | 91.95 |
| 2024-12-31 | $917k | 11k | 82.32 |
| 2024-09-30 | $1.0M | 11k | 90.18 |
| 2024-06-30 | $925k | 12k | 77.57 |
| 2024-03-31 | $855k | 12k | 71.74 |
| 2023-12-31 | $835k | 12k | 70.12 |
| 2023-09-30 | $770k | 12k | 64.72 |
| 2023-06-30 | $854k | 12k | 70.25 |
| 2023-03-31 | $831k | 12k | 69.58 |
| 2022-12-31 | $853k | 12k | 71.41 |
| 2022-09-30 | $812k | 12k | 67.97 |
| 2022-06-30 | $852k | 12k | 71.32 |
| 2022-03-31 | $1.2M | 16k | 72.57 |
| 2021-12-31 | $1.1M | 16k | 68.59 |
| 2021-09-30 | $728k | 12k | 62.07 |
| 2021-06-30 | $794k | 13k | 60.52 |
| 2021-03-31 | $815k | 13k | 62.12 |
| 2020-12-31 | $889k | 15k | 61.44 |
| 2020-09-30 | $750k | 15k | 51.84 |
| 2020-06-30 | $750k | 15k | 51.84 |
| 2020-03-31 | $795k | 15k | 54.04 |
| 2019-12-31 | $942k | 15k | 63.73 |
| 2019-09-30 | $912k | 15k | 61.74 |
| 2019-06-30 | $868k | 16k | 55.31 |
| 2019-03-31 | $815k | 16k | 51.69 |
| 2018-12-31 | $700k | 16k | 43.90 |
| 2018-09-30 | $1.1M | 23k | 46.25 |
| 2018-06-30 | $1.1M | 23k | 46.83 |
| 2018-03-31 | $1.0M | 23k | 44.64 |
| 2017-12-31 | $1.1M | 23k | 48.02 |
| 2017-09-30 | $1.9M | 39k | 49.66 |
| 2017-06-30 | $2.0M | 42k | 47.24 |
| 2017-03-31 | $2.3M | 45k | 50.40 |
| 2016-12-31 | $2.1M | 42k | 49.03 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners