Southern Company shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $887k | 12k | 72.16 |
| 2023-09-30 | $880k | 13k | 68.10 |
| 2023-06-30 | $1.8M | 24k | 72.95 |
| 2023-03-31 | $2.3M | 32k | 72.46 |
| 2022-12-31 | $2.3M | 32k | 71.11 |
| 2022-09-30 | $1.5M | 23k | 64.70 |
| 2022-06-30 | $1.6M | 22k | 71.27 |
| 2022-03-31 | $1.6M | 22k | 74.49 |
| 2021-12-31 | $1.6M | 23k | 67.63 |
| 2021-09-30 | $1.1M | 17k | 62.55 |
| 2021-06-30 | $1.0M | 16k | 61.53 |
| 2021-03-31 | $1.2M | 19k | 63.55 |
| 2020-12-31 | $965k | 16k | 61.20 |
| 2020-09-30 | $1.2M | 20k | 58.86 |
| 2017-09-30 | $8.0k | 166 | 48.19 |
| 2017-06-30 | $9.0k | 179 | 50.28 |
More positions owned by Mountain Capital Investment Advisors
View all positions for Mountain Capital Investment Advisors