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Southern Company shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Avalon Trust

Quarter filed Position value Share count Share price at filing
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 $120k 1.7k 69.58