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Southern Company shares owned by Trust

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trust from 13F filings

Historical chart of Trust investment in Southern Company

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All positions including Southern Company held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $78k 1.1k 71.74
2023-12-31 $77k 1.1k 70.12
2023-09-30 $71k 1.1k 64.72
2023-06-30 $77k 1.1k 70.25
2023-03-31 $76k 1.1k 69.58
2022-12-31 $78k 1.1k 71.36
2022-09-30 $74k 1.1k 67.70
2022-06-30 $78k 1.1k 71.36
2022-03-31 $79k 1.1k 72.28
2021-12-31 $94k 1.4k 68.61
2021-09-30 $85k 1.4k 62.04
2021-06-30 $83k 1.4k 60.58
2021-03-31 $85k 1.4k 62.04
2020-12-31 $84k 1.4k 61.31
2020-09-30 $91k 1.7k 54.30
2020-06-30 $91k 1.7k 52.12
2020-03-31 $95k 1.7k 54.41
2019-12-31 $134k 2.1k 63.93
2019-09-30 $146k 2.4k 61.97
2019-06-30 $130k 2.4k 55.18
2019-03-31 $144k 2.8k 51.63
2018-12-31 $122k 2.8k 43.74
2018-09-30 $72k 1.7k 43.61
2018-06-30 $79k 1.7k 46.20
2018-03-31 $134k 3.0k 44.68
2017-12-31 $144k 3.0k 48.02
2017-09-30 $147k 3.0k 49.02
2017-06-30 $177k 3.7k 47.85
2017-03-31 $255k 5.1k 49.78
2016-12-31 $274k 5.6k 49.18
2016-09-30 $909k 18k 51.28
2016-06-30 $2.7M 51k 53.63
2016-03-31 $2.6M 50k 51.73
2015-12-31 $2.3M 50k 46.79
2015-09-30 $2.2M 48k 44.71
2015-06-30 $1.8M 42k 41.89
2015-03-31 $307k 6.9k 44.34