Southern Company shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Southern Company (SO) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Southern Company
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Quarterly reported holdings in Southern Company by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 52k | 71.74 |
| 2023-12-31 | $4.4M | 62k | 70.12 |
| 2023-09-30 | $4.0M | 62k | 64.72 |
| 2023-06-30 | $4.3M | 61k | 70.25 |
| 2023-03-31 | $4.2M | 60k | 69.58 |
| 2022-12-31 | $4.1M | 57k | 71.41 |
| 2022-09-30 | $3.3M | 48k | 68.01 |
| 2022-06-30 | $3.3M | 46k | 71.32 |
| 2022-03-31 | $3.4M | 47k | 72.51 |
| 2021-12-31 | $3.2M | 46k | 68.58 |
| 2021-09-30 | $3.0M | 49k | 61.98 |
| 2021-06-30 | $3.0M | 50k | 60.51 |
| 2021-03-31 | $3.1M | 50k | 62.17 |
| 2020-12-31 | $3.2M | 52k | 61.44 |
| 2020-09-30 | $2.2M | 40k | 54.23 |
| 2020-06-30 | $2.0M | 39k | 51.86 |
| 2020-03-31 | $2.1M | 38k | 54.13 |
| 2019-12-31 | $1.4M | 23k | 63.68 |
| 2019-09-30 | $1.3M | 21k | 61.76 |
| 2019-06-30 | $1.3M | 23k | 55.30 |
| 2019-03-31 | $1.3M | 26k | 51.70 |
| 2018-12-31 | $1.1M | 26k | 43.92 |
| 2018-09-30 | $1.1M | 25k | 43.62 |
| 2018-06-30 | $727k | 16k | 46.29 |
| 2018-03-31 | $690k | 16k | 44.66 |
| 2017-12-31 | $560k | 12k | 48.07 |
| 2017-09-30 | $464k | 9.4k | 49.13 |
| 2017-06-30 | $452k | 9.4k | 47.86 |
| 2017-03-31 | $487k | 9.8k | 49.83 |
| 2016-12-31 | $561k | 11k | 49.16 |
| 2016-09-30 | $757k | 15k | 51.28 |
| 2016-06-30 | $780k | 15k | 53.63 |
| 2016-03-31 | $654k | 13k | 51.75 |
| 2015-12-31 | $648k | 14k | 46.78 |
| 2015-09-30 | $494k | 11k | 44.67 |
| 2015-06-30 | $448k | 11k | 41.88 |
| 2015-03-31 | $474k | 11k | 44.31 |
| 2014-12-31 | $540k | 11k | 49.10 |
| 2014-09-30 | $420k | 9.6k | 43.65 |
| 2014-06-30 | $484k | 11k | 45.38 |
| 2014-03-31 | $429k | 9.8k | 43.90 |
| 2013-12-31 | $439k | 11k | 41.13 |
| 2013-09-30 | $440k | 11k | 41.19 |
| 2013-06-30 | $829k | 19k | 44.14 |
| 2013-03-31 | $855k | 18k | 46.89 |
| 2012-12-31 | $954k | 22k | 42.81 |
| 2012-09-30 | $1.1M | 24k | 46.08 |
| 2012-06-30 | $1.0M | 22k | 46.30 |
| 2012-03-31 | $961k | 21k | 44.92 |
| 2011-12-31 | $1.0M | 22k | 46.30 |
| 2011-09-30 | $890k | 21k | 42.35 |
| 2011-06-30 | $812k | 20k | 40.37 |
| 2011-03-31 | $692k | 18k | 38.10 |
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