Southern Company shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.9M | 82k | 96.52 |
| 2025-12-31 | $615k | 7.1k | 87.20 |
| 2025-09-30 | $256k | 2.7k | 94.76 |
| 2025-06-30 | $56k | 611 | 91.83 |
| 2018-06-30 | $273k | 5.9k | 46.25 |
| 2018-03-31 | $254k | 5.7k | 44.69 |
More positions owned by Mount Yale Investment Advisors
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