Southern Company shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Southern Company
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Quarterly reported holdings in Southern Company by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $899k | 13k | 71.74 |
| 2023-12-31 | $878k | 13k | 70.12 |
| 2023-09-30 | $815k | 13k | 64.72 |
| 2023-06-30 | $872k | 13k | 69.58 |
| 2023-03-31 | $871k | 13k | 69.54 |
| 2022-12-31 | $894k | 13k | 71.38 |
| 2022-09-30 | $852k | 13k | 68.02 |
| 2022-06-30 | $893k | 13k | 71.30 |
| 2022-03-31 | $923k | 13k | 72.53 |
| 2021-12-31 | $873k | 13k | 68.61 |
| 2021-09-30 | $801k | 13k | 61.97 |
| 2021-06-30 | $782k | 13k | 60.50 |
| 2021-03-31 | $791k | 13k | 62.16 |
| 2020-12-31 | $782k | 13k | 61.45 |
| 2020-09-30 | $690k | 13k | 54.22 |
| 2020-06-30 | $712k | 14k | 51.88 |
| 2020-03-31 | $711k | 13k | 54.17 |
| 2019-12-31 | $709k | 11k | 63.73 |
| 2019-09-30 | $687k | 11k | 61.75 |
| 2019-06-30 | $615k | 11k | 55.28 |
| 2019-03-31 | $1.0M | 20k | 51.68 |
| 2018-12-31 | $879k | 20k | 43.93 |
| 2018-09-30 | $872k | 20k | 43.58 |
| 2018-06-30 | $913k | 20k | 46.32 |
| 2018-03-31 | $880k | 20k | 44.65 |
| 2017-12-31 | $919k | 19k | 48.09 |
| 2017-09-30 | $939k | 19k | 49.14 |
| 2017-06-30 | $860k | 18k | 47.89 |
| 2017-03-31 | $894k | 18k | 49.78 |
| 2016-12-31 | $866k | 18k | 49.20 |
| 2016-09-30 | $903k | 18k | 51.30 |
| 2016-06-30 | $911k | 17k | 53.61 |
| 2016-03-31 | $875k | 17k | 51.75 |
| 2015-12-31 | $815k | 17k | 46.79 |
| 2015-09-30 | $1.2M | 28k | 44.71 |
| 2015-06-30 | $5.0k | 118 | 42.37 |
| 2015-03-31 | $5.0k | 118 | 42.37 |
| 2014-12-31 | $6.0k | 118 | 50.85 |
| 2014-09-30 | $5.0k | 118 | 42.37 |
| 2014-06-30 | $5.0k | 118 | 42.37 |
| 2014-03-31 | $5.0k | 118 | 42.37 |
| 2013-12-31 | $5.0k | 118 | 42.37 |