SO — SOUTHERN CO

Ownership history in EntryPoint Capital, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which EntryPoint Capital, 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.

Peak position
0.4% (2025 Q3)
Avg. % of fund
0.2%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,866 +4,781 +78.6% 0.40% $1.0M $93.26
2024 Q4 ADDED 6,085 +2,088 +52.2% 0.21% $501K $79.03
2024 Q3 ADDED 3,997 +3,991 +66516.7% 0.21% $360K $85.87
2023 Q4 INITIATED 6 — — 0.00% $421 —
% 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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