Southern Company shares owned by Caldwell Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 27k | 94.77 |
| 2021-12-31 | $705k | 10k | 68.58 |
| 2021-09-30 | $650k | 11k | 61.97 |
| 2021-06-30 | $617k | 10k | 60.51 |
| 2021-03-31 | $637k | 10k | 62.16 |
| 2020-12-31 | $649k | 11k | 61.43 |
| 2020-09-30 | $581k | 11k | 54.22 |
| 2020-06-30 | $690k | 13k | 51.85 |
| 2020-03-31 | $682k | 13k | 54.14 |
| 2019-12-31 | $791k | 12k | 63.70 |