SEC 13F Intelligence

Bennicas & Associates, Inc. / SO

Bennicas & Associates, Inc.’s Southern Co Position

Does Bennicas & Associates, Inc. own Southern Co (SO)? Yes27.1K shares worth $2M (+1.12% of its 13F portfolio) as of Q1 2023.

Position Value
$2M
Q1 2023
Shares
27.1K
% of Portfolio
+1.12%
Quarters Held
18
currently held

Position History SO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202327.1K$2M+1.12%
Q4 202227.1K$2M+1.12%
Q3 202227.3K$2M+1.18%
Q2 202227.7K$2M+1.15%
Q1 202226.1K$2M+0.95%
Q4 202126.1K$2M+0.93%
Q3 202126.2K$2M+0.91%
Q2 202126.2K$2M+0.87%
Q1 202126.2K$2M+0.93%
Q4 202026.0K$2M+0.93%
Q3 202026.0K$1M+0.87%
Q2 202026.2K$1M+1.02%
Q1 202026.4K$1M+1.26%
Q4 201927.1K$2M+1.25%
Q3 201928.1K$2M+1.34%
Q2 201928.1K$2M+1.29%
Q1 201928.1K$1M+1.27%
Q4 201828.1K$1M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bennicas & Associates, Inc.’s full portfolio or all institutional holders of SO.