Southern Company shares owned by West Branch Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Southern Company
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Quarterly reported holdings in Southern Company by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 235 | 94.77 |
| 2025-06-30 | $43k | 473 | 91.83 |
| 2025-03-31 | $57k | 616 | 91.95 |
| 2024-12-31 | $41k | 501 | 82.32 |
| 2024-09-30 | $45k | 501 | 90.18 |
| 2024-06-30 | $29k | 372 | 77.57 |
| 2024-03-31 | $27k | 372 | 71.74 |
| 2023-12-31 | $55k | 784 | 70.12 |
| 2023-09-30 | $57k | 881 | 64.72 |
| 2023-06-30 | $62k | 881 | 70.25 |
| 2023-03-31 | $61k | 881 | 69.58 |
| 2022-12-31 | $67k | 942 | 71.41 |
| 2022-09-30 | $64k | 942 | 67.94 |
| 2022-06-30 | $67k | 942 | 71.13 |
| 2022-03-31 | $64k | 881 | 72.64 |
| 2021-12-31 | $70k | 1.0k | 68.49 |
| 2021-09-30 | $57k | 922 | 61.82 |
| 2021-06-30 | $56k | 922 | 60.74 |