Southern Company shares owned by Burke & Herbert Bank & Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Burke & Herbert Bank & Trust
from 13F filings
Historical chart of Burke & Herbert Bank & Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Burke & Herbert Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 94.77 |
| 2025-06-30 | $1.4M | 15k | 91.83 |
| 2025-03-31 | $1.4M | 15k | 91.95 |
| 2024-12-31 | $1.3M | 16k | 82.32 |
| 2024-09-30 | $1.4M | 16k | 90.18 |
| 2024-06-30 | $1.3M | 16k | 77.57 |
| 2024-03-31 | $467k | 6.5k | 71.74 |
| 2023-12-31 | $544k | 7.8k | 70.12 |
| 2023-09-30 | $502k | 7.8k | 64.72 |
| 2023-06-30 | $627k | 8.9k | 70.25 |
| 2023-03-31 | $645k | 9.3k | 69.58 |
| 2022-12-31 | $681k | 9.5k | 71.43 |
| 2022-09-30 | $648k | 9.5k | 67.96 |
| 2022-06-30 | $706k | 9.9k | 71.32 |
| 2022-03-31 | $718k | 9.9k | 72.55 |
| 2021-12-31 | $597k | 8.7k | 68.57 |
| 2021-09-30 | $525k | 8.5k | 61.98 |
| 2021-06-30 | $434k | 7.2k | 60.57 |
| 2021-03-31 | $446k | 7.2k | 62.21 |
| 2020-12-31 | $441k | 7.2k | 61.47 |
| 2020-09-30 | $388k | 7.2k | 54.17 |
| 2020-06-30 | $371k | 7.2k | 51.79 |
| 2020-03-31 | $388k | 7.2k | 54.17 |
| 2019-12-31 | $457k | 7.2k | 63.70 |
| 2019-09-30 | $443k | 7.2k | 61.77 |
| 2019-06-30 | $396k | 7.2k | 55.22 |
| 2019-03-31 | $373k | 7.2k | 51.63 |
| 2018-12-31 | $318k | 7.2k | 43.96 |
| 2018-09-30 | $309k | 7.1k | 43.58 |
| 2018-06-30 | $329k | 7.1k | 46.35 |
| 2018-03-31 | $314k | 7.0k | 44.71 |
| 2017-12-31 | $328k | 6.8k | 48.06 |
| 2017-09-30 | $307k | 6.2k | 49.21 |
| 2017-06-30 | $299k | 6.2k | 47.97 |
| 2017-03-31 | $310k | 6.2k | 49.74 |
| 2016-12-31 | $307k | 6.2k | 49.21 |
| 2016-09-30 | $320k | 6.2k | 51.34 |
| 2016-06-30 | $334k | 6.2k | 53.65 |
| 2016-03-31 | $296k | 5.7k | 51.76 |
| 2015-12-31 | $261k | 5.6k | 46.88 |
| 2015-09-30 | $249k | 5.6k | 44.72 |
More positions owned by Burke & Herbert Bank & Trust
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