Southern Company shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 4.1k | 94.77 |
| 2025-06-30 | $1.0M | 11k | 91.83 |
| 2025-03-31 | $332k | 3.6k | 91.95 |
| 2024-12-31 | $384k | 4.7k | 82.32 |
| 2024-09-30 | $420k | 4.7k | 90.18 |
| 2024-06-30 | $361k | 4.7k | 77.57 |
| 2024-03-31 | $431k | 6.0k | 71.74 |
| 2022-12-31 | $291k | 4.1k | 71.41 |
| 2021-12-31 | $259k | 3.8k | 68.63 |
| 2021-09-30 | $234k | 3.8k | 62.00 |
| 2021-06-30 | $410k | 6.8k | 60.53 |
| 2021-03-31 | $347k | 5.6k | 62.25 |