Southern Company shares owned by Monongahela Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Monongahela Capital Management
from 13F filings
Historical chart of Monongahela Capital Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Monongahela Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $791k | 8.3k | 94.77 |
| 2025-06-30 | $766k | 8.3k | 91.83 |
| 2025-03-31 | $767k | 8.3k | 91.95 |
| 2024-12-31 | $687k | 8.3k | 82.32 |
| 2024-09-30 | $752k | 8.3k | 90.18 |
| 2024-06-30 | $647k | 8.3k | 77.57 |
| 2024-03-31 | $599k | 8.3k | 71.74 |
| 2023-12-31 | $606k | 8.6k | 70.12 |
| 2023-09-30 | $579k | 8.9k | 64.72 |
| 2023-06-30 | $628k | 8.9k | 70.25 |
| 2023-03-31 | $622k | 8.9k | 69.58 |
| 2022-12-31 | $389k | 5.4k | 71.41 |
| 2022-09-30 | $370k | 5.4k | 67.98 |
| 2022-06-30 | $388k | 5.4k | 71.28 |
| 2022-03-31 | $395k | 5.4k | 72.57 |
| 2021-12-31 | $927k | 14k | 68.58 |
| 2021-09-30 | $1.0M | 16k | 61.97 |
| 2021-06-30 | $981k | 16k | 60.49 |
| 2021-03-31 | $993k | 16k | 62.19 |
| 2020-12-31 | $833k | 14k | 61.39 |
| 2020-09-30 | $736k | 14k | 54.25 |
| 2020-06-30 | $707k | 14k | 51.82 |
| 2020-03-31 | $755k | 14k | 54.15 |
| 2019-12-31 | $904k | 14k | 63.69 |
| 2019-09-30 | $1.1M | 18k | 61.76 |
| 2019-06-30 | $1.0M | 18k | 55.27 |
| 2019-03-31 | $944k | 18k | 51.68 |
| 2018-12-31 | $206k | 4.7k | 43.92 |
| 2018-09-30 | $205k | 4.7k | 43.68 |
| 2018-06-30 | $217k | 4.7k | 46.24 |
| 2018-03-31 | $210k | 4.7k | 44.75 |
| 2017-12-31 | $226k | 4.7k | 48.16 |
| 2017-09-30 | $231k | 4.7k | 49.22 |
| 2017-06-30 | $606k | 13k | 47.89 |
| 2017-03-31 | $818k | 16k | 49.77 |
| 2016-12-31 | $801k | 16k | 49.18 |
| 2016-09-30 | $895k | 17k | 51.32 |
| 2016-06-30 | $929k | 17k | 53.63 |
| 2016-03-31 | $852k | 17k | 51.71 |
| 2015-12-31 | $780k | 17k | 46.77 |
| 2015-09-30 | $745k | 17k | 44.68 |
| 2015-06-30 | $699k | 17k | 41.92 |
| 2015-03-31 | $738k | 17k | 44.26 |
| 2014-12-31 | $789k | 16k | 49.12 |
| 2014-09-30 | $620k | 14k | 43.68 |
| 2014-06-30 | $644k | 14k | 45.37 |
| 2014-03-31 | $624k | 14k | 43.97 |
| 2013-12-31 | $600k | 15k | 41.12 |
| 2013-09-30 | $601k | 15k | 41.18 |
| 2013-06-30 | $670k | 15k | 44.10 |
| 2012-12-31 | $650k | 15k | 42.78 |
| 2012-06-30 | $768k | 17k | 46.28 |
| 2012-03-31 | $746k | 17k | 44.96 |
| 2011-12-31 | $768k | 17k | 46.28 |
| 2011-09-30 | $718k | 17k | 42.38 |
| 2011-06-30 | $639k | 16k | 40.40 |
| 2011-03-31 | $595k | 16k | 38.10 |
More positions owned by Monongahela Capital Management
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