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Southern Company shares owned by Monument Capital Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Monument Capital Management from 13F filings

Historical chart of Monument Capital Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Monument Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Monument Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $381k 4.0k 94.76
2025-06-30 $373k 4.1k 91.82
2022-06-30 $222k 3.1k 71.41
2022-03-31 $234k 3.2k 72.67
2020-06-30 $2.3M 44k 51.85
2020-03-31 $2.5M 46k 54.14
2019-12-31 $3.0M 47k 63.71
2019-09-30 $2.9M 47k 61.76
2019-06-30 $2.7M 49k 54.85
2019-03-31 $2.5M 49k 51.67
2018-12-31 $2.2M 50k 43.92
2018-09-30 $2.1M 48k 43.60
2018-06-30 $2.0M 43k 46.31
2018-03-31 $1.9M 44k 44.19
2017-12-31 $1.7M 36k 48.08