Ownership history in Sunpointe, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Sunpointe, 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 Q3 | REDUCED | 2,215 | -233 | -9.5% | 0.08% | $210K | $93.26 |
| 2025 Q2 | REDUCED | 2,448 | -370 | -13.1% | 0.09% | $225K | $89.66 |
| 2025 Q1 | REDUCED | 2,818 | -251 | -8.2% | 0.14% | $259K | $89.03 |
| 2024 Q4 | ADDED | 3,069 | +94 | +3.2% | 0.13% | $253K | $79.03 |
As of 2025 Q4 — sorted by position size