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Southern Company shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Southern Company

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All positions including Southern Company held by Capstone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 123k 71.74
2023-12-31 $15M 215k 70.12
2023-09-30 $9.2M 142k 64.72
2023-06-30 $8.5M 122k 70.25
2023-03-31 $7.8M 113k 69.58
2022-12-31 $6.0M 84k 71.41
2022-09-30 $5.1M 75k 68.01
2022-06-30 $4.9M 68k 71.32
2022-03-31 $31M 434k 72.51
2021-12-31 $56M 814k 68.58
2021-09-30 $47M 757k 61.97
2021-06-30 $37M 616k 60.52
2021-03-31 $32M 519k 62.16
2020-12-31 $34M 545k 61.43
2020-09-30 $30M 557k 54.22
2020-06-30 $25M 490k 51.85
2020-03-31 $29M 526k 54.14
2019-12-31 $47M 740k 63.70
2019-09-30 $36M 578k 61.77
2019-06-30 $25M 450k 55.28
2019-03-31 $23M 444k 51.68
2018-12-31 $17M 383k 43.92
2018-09-30 $106M 2.4M 43.60
2018-06-30 $992k 20k 50.00
2017-12-31 $349k 7.3k 48.03
2017-09-30 $419k 8.5k 49.13
2017-06-30 $6.9M 145k 47.87
2017-03-31 $3.6M 72k 49.78
2016-12-31 $4.4M 92k 48.00
2011-03-31 $316k 8.3k 38.07