Southern Company shares owned by Waterloo Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Southern Company
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All positions including Southern Company held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 43k | 94.77 |
| 2025-06-30 | $3.8M | 42k | 91.83 |
| 2025-03-31 | $3.5M | 38k | 91.95 |
| 2024-12-31 | $2.8M | 33k | 82.32 |
| 2024-09-30 | $3.1M | 34k | 90.18 |
| 2024-06-30 | $2.1M | 28k | 77.57 |
| 2023-03-31 | $213k | 3.1k | 69.58 |