Southern Company shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.7M | 21k | 77.57 |
| 2024-03-31 | $1.1M | 16k | 71.74 |
| 2023-12-31 | $986k | 14k | 70.12 |
| 2023-09-30 | $945k | 15k | 64.72 |
| 2023-06-30 | $719k | 10k | 70.25 |
| 2023-03-31 | $663k | 9.5k | 69.58 |