Eagle Ridge Investment Management / SO
Eagle Ridge Investment Management’s Southern Co Position
Does Eagle Ridge Investment Management own Southern Co (SO)? Yes — 181.8K shares worth $15M (+1.31% of its 13F portfolio) as of Q4 2024, down from 184.5K shares the prior filed quarter.
Position Value
$15M
Q4 2024
Shares
181.8K
% of Portfolio
+1.31%
Quarters Held
25
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 181.8K | $15M | +1.31% |
| Q3 2024 | 184.5K | $17M | +1.46% |
| Q2 2024 | 178.2K | $14M | +1.28% |
| Q1 2024 | 176.4K | $13M | +1.17% |
| Q4 2023 | 175.1K | $12M | +1.20% |
| Q3 2023 | 176.1K | $11M | +1.24% |
| Q2 2023 | 176.1K | $12M | +1.30% |
| Q1 2023 | 167.4K | $12M | +1.31% |
| Q4 2022 | 153.2K | $11M | +1.28% |
| Q3 2022 | 152.5K | $10M | +1.30% |
| Q2 2022 | 153.3K | $11M | +1.32% |
| Q1 2022 | 154.4K | $11M | +1.19% |
| Q4 2021 | 152.6K | $10M | +1.10% |
| Q3 2021 | 148.7K | $9M | +1.03% |
| Q2 2021 | 142.0K | $9M | +1.00% |
| Q1 2021 | 138.7K | $9M | +1.04% |
| Q4 2020 | 130.3K | $8M | +1.01% |
| Q3 2020 | 128.1K | $7M | +0.97% |
| Q2 2020 | 124.2K | $6M | +0.98% |
| Q1 2020 | 127.0K | $7M | +1.19% |
| Q4 2019 | 126.2K | $8M | +1.08% |
| Q3 2019 | 125.9K | $8M | +1.13% |
| Q2 2019 | 126.5K | $7M | +1.02% |
| Q1 2019 | 125.3K | $6M | +0.95% |
| Q4 2018 | 125.1K | $5M | +0.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of SO.