Southern Company shares owned by MTM Investment Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by MTM Investment Management
from 13F filings
Historical chart of MTM Investment Management investment in Southern Company
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All positions including Southern Company held by MTM Investment Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by MTM Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 44k | 94.77 |
| 2025-06-30 | $4.0M | 44k | 91.83 |
| 2025-03-31 | $4.0M | 44k | 91.82 |
| 2024-12-31 | $3.6M | 44k | 82.32 |
| 2024-09-30 | $4.0M | 44k | 90.31 |
| 2024-06-30 | $3.4M | 44k | 77.57 |
| 2024-03-31 | $3.1M | 44k | 71.74 |
| 2023-12-31 | $3.1M | 44k | 70.12 |
| 2023-09-30 | $2.8M | 44k | 64.72 |
| 2023-06-30 | $3.1M | 44k | 70.25 |
| 2023-03-31 | $3.0M | 44k | 69.58 |
| 2022-12-31 | $3.1M | 44k | 71.41 |
| 2022-09-30 | $3.0M | 44k | 68.01 |
| 2022-06-30 | $3.2M | 44k | 73.15 |
| 2022-03-31 | $3.2M | 44k | 72.52 |
| 2021-12-31 | $3.0M | 44k | 68.58 |
| 2021-09-30 | $2.7M | 44k | 61.97 |
| 2021-06-30 | $2.6M | 43k | 60.50 |
| 2021-03-31 | $2.7M | 43k | 62.16 |
| 2020-12-31 | $2.7M | 43k | 61.44 |