SO SOUTHERN CO

Ownership history in Core Alternative Capital  ·  24 quarters on record

This page tracks every 13F SEC filing in which Core Alternative Capital 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.

Peak position
2.43% (2022 Q3)
Avg. % of fund
1.93%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 66,457 -1,391 -2.1% 1.60% $5.8M $86.52
2025 Q3 REDUCED 67,848 -9,379 -12.1% 1.87% $6.4M $93.26
2025 Q2 REDUCED 77,227 -10,987 -12.5% 1.94% $7.1M $89.66
2025 Q1 REDUCED 88,214 -18,090 -17.0% 1.95% $8.1M $89.03
2024 Q4 REDUCED 106,304 -5,119 -4.6% 1.83% $8.8M $79.03
2024 Q3 REDUCED 111,423 -10,538 -8.6% 1.94% $10.0M $85.87
2024 Q2 REDUCED 121,961 -13,632 -10.1% 1.89% $9.5M $73.25
2024 Q1 REDUCED 135,593 -10,480 -7.2% 1.74% $9.7M $67.13
2023 Q4 REDUCED 146,073 -35,962 -19.8% 1.76% $10.2M $64.93
2023 Q3 REDUCED 182,035 -15,962 -8.1% 1.82% $11.8M $59.33
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SO price (monthly, adj. close)
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