SO — SOUTHERN COMPANY

Ownership history in Capital Square, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in SOUTHERN COMPANY (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.

Peak position
2.24% (2023 Q3)
Avg. % of fund
1.27%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,580 +367 +1.4% 1.18% $2.3M $86.52
2025 Q3 ADDED 26,213 +627 +2.5% 1.27% $2.5M $93.26
2025 Q2 ADDED 25,586 +159 +0.6% 1.26% $2.4M $89.66
2025 Q1 ADDED 25,427 +627 +2.5% 1.37% $2.3M $89.03
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SO price (monthly, adj. close)

Other funds also holding SO

As of 2025 Q4 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.31% Soroban Capital Partners LP 3Y 7Y 4.03% Portman Square Capital LLP 3Y 3.69% Chronos Wealth Management, LLC 3Y 3.57% Windle Wealth, LLC 3Y 3.55% Aull & Monroe Investment Management Corp 3Y 7Y 3.36% Carson Advisory Inc. 3Y 3.24% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 2.98% Aventail Capital Group, LP 3Y 2.93% Griffith & Werner, Inc. 2.88%
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