Southern Company shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $371k | 5.3k | 70.12 |
| 2023-09-30 | $638k | 9.1k | 70.25 |
| 2023-06-30 | $638k | 9.1k | 70.25 |
| 2023-03-31 | $589k | 8.5k | 69.58 |
| 2022-12-31 | $574k | 8.0k | 71.41 |
| 2022-09-30 | $619k | 9.1k | 68.02 |
| 2022-06-30 | $642k | 9.0k | 71.28 |
| 2022-03-31 | $619k | 8.5k | 72.44 |
| 2021-12-31 | $574k | 8.4k | 68.67 |
| 2021-09-30 | $728k | 12k | 61.97 |
| 2021-06-30 | $940k | 16k | 60.53 |
| 2021-03-31 | $868k | 14k | 62.18 |
| 2020-12-31 | $842k | 14k | 61.40 |
| 2020-09-30 | $756k | 14k | 54.21 |
| 2020-06-30 | $720k | 14k | 51.83 |
| 2020-03-31 | $665k | 12k | 54.17 |
| 2019-12-31 | $749k | 12k | 63.71 |
| 2019-09-30 | $638k | 10k | 61.76 |
| 2019-06-30 | $555k | 10k | 55.25 |
| 2019-03-31 | $503k | 9.7k | 51.67 |
| 2018-12-31 | $477k | 11k | 43.96 |
| 2018-09-30 | $491k | 11k | 43.63 |
| 2018-06-30 | $622k | 13k | 46.28 |
| 2018-03-31 | $577k | 13k | 44.68 |
| 2017-12-31 | $731k | 15k | 48.07 |
| 2017-09-30 | $729k | 15k | 49.12 |
| 2017-06-30 | $671k | 14k | 47.87 |
| 2017-03-31 | $879k | 18k | 49.76 |
| 2016-12-31 | $854k | 17k | 49.18 |
| 2016-09-30 | $706k | 14k | 51.31 |
| 2016-06-30 | $830k | 16k | 53.66 |
| 2016-03-31 | $681k | 13k | 51.71 |
| 2015-12-31 | $593k | 13k | 46.73 |
| 2015-09-30 | $560k | 13k | 44.75 |
| 2015-06-30 | $471k | 11k | 41.85 |
| 2015-03-31 | $530k | 12k | 44.26 |
| 2014-12-31 | $685k | 14k | 49.09 |
| 2014-09-30 | $930k | 21k | 43.77 |
| 2014-06-30 | $798k | 18k | 45.36 |
| 2014-03-31 | $814k | 19k | 43.92 |
| 2013-12-31 | $759k | 19k | 41.12 |
| 2013-09-30 | $907k | 22k | 41.16 |
| 2013-06-30 | $1.4M | 33k | 44.13 |
More positions owned by FineMark National Bank & Trust
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