Ownership history in Baugh & Associates, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in SOUTHERN CO (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 56,410 | -1,132 | -2.0% | 2.25% | $4.6M | $86.52 |
| 2025 Q3 | REDUCED | 57,542 | -1,261 | -2.1% | 2.50% | $5.0M | $93.26 |
| 2025 Q2 | REDUCED | 58,803 | -2,683 | -4.4% | 2.61% | $5.0M | $89.66 |
| 2025 Q1 | REDUCED | 61,486 | -4 | -0.0% | 2.76% | $5.4M | $89.03 |
| 2024 Q4 | REDUCED | 61,490 | -3 | -0.0% | 2.54% | $4.9M | $79.03 |
| 2024 Q3 | ADDED | 61,493 | +210 | +0.3% | 2.77% | $5.4M | $85.87 |
| 2024 Q2 | REDUCED | 61,283 | -2,431 | -3.8% | 2.56% | $4.9M | $73.25 |
| 2024 Q1 | REDUCED | 63,714 | -630 | -1.0% | 2.43% | $4.6M | $67.13 |
| 2023 Q4 | REDUCED | 64,344 | -722 | -1.1% | 2.59% | $4.5M | $64.93 |
| 2023 Q3 | ADDED | 65,066 | +2,092 | +3.3% | 2.63% | $4.2M | $59.33 |
As of 2025 Q4 — sorted by position size