Southern Company shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $956k | 11k | 87.20 |
| 2025-09-30 | $1.5M | 16k | 94.77 |
| 2025-06-30 | $1.1M | 12k | 91.83 |
| 2025-03-31 | $840k | 9.1k | 91.95 |
| 2024-12-31 | $303k | 3.7k | 82.32 |
| 2024-09-30 | $481k | 5.3k | 90.18 |
| 2024-06-30 | $555k | 7.2k | 77.57 |
| 2024-03-31 | $342k | 4.8k | 71.74 |
| 2023-12-31 | $358k | 5.1k | 70.12 |
| 2023-09-30 | $289k | 4.5k | 64.72 |
| 2023-06-30 | $309k | 4.4k | 70.25 |
| 2023-03-31 | $294k | 4.2k | 69.58 |