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

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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
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