Southern Company shares owned by American Trust Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by American Trust Investment Advisors
from 13F filings
Historical chart of American Trust Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by American Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 51k | 94.77 |
| 2025-06-30 | $4.9M | 53k | 91.83 |
| 2025-03-31 | $5.6M | 61k | 91.95 |
| 2024-12-31 | $5.0M | 61k | 82.32 |
| 2024-09-30 | $5.4M | 60k | 90.18 |
| 2024-06-30 | $4.7M | 61k | 77.57 |
| 2024-03-31 | $4.0M | 56k | 71.74 |
| 2023-12-31 | $3.7M | 53k | 70.12 |
| 2023-09-30 | $3.4M | 52k | 64.72 |
| 2022-03-31 | $222k | 3.1k | 72.64 |
| 2021-12-31 | $201k | 2.9k | 68.46 |
More positions owned by American Trust Investment Advisors
View all positions for American Trust Investment Advisors