Southern Company shares owned by Charter Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 5.5k | 94.77 |
| 2025-06-30 | $529k | 5.8k | 91.83 |
| 2025-03-31 | $534k | 5.8k | 91.95 |
| 2024-12-31 | $478k | 5.8k | 82.32 |
| 2024-09-30 | $542k | 6.0k | 90.18 |
| 2024-06-30 | $468k | 6.0k | 77.57 |
| 2024-03-31 | $449k | 6.3k | 71.74 |
| 2023-12-31 | $452k | 6.5k | 70.12 |
| 2023-09-30 | $431k | 6.7k | 64.72 |
| 2023-06-30 | $474k | 6.8k | 70.25 |
| 2023-03-31 | $480k | 6.9k | 69.58 |
| 2022-12-31 | $522k | 7.3k | 71.36 |
| 2022-09-30 | $504k | 7.4k | 67.97 |
| 2022-06-30 | $534k | 7.5k | 71.34 |
| 2022-03-31 | $435k | 6.0k | 72.56 |
| 2021-12-31 | $442k | 6.4k | 68.63 |
| 2021-09-30 | $399k | 6.4k | 61.96 |
| 2021-06-30 | $396k | 6.5k | 60.53 |
| 2021-03-31 | $415k | 6.7k | 62.24 |
| 2020-12-31 | $416k | 6.8k | 61.46 |
| 2020-09-30 | $367k | 6.8k | 54.22 |
| 2020-06-30 | $367k | 7.1k | 51.84 |
| 2020-03-31 | $553k | 10k | 54.15 |
| 2019-12-31 | $722k | 11k | 63.73 |
| 2019-09-30 | $807k | 13k | 61.80 |
| 2019-06-30 | $735k | 13k | 55.27 |
| 2019-03-31 | $711k | 14k | 51.69 |
| 2018-12-31 | $624k | 14k | 43.89 |
| 2018-09-30 | $637k | 15k | 43.62 |
| 2018-06-30 | $681k | 15k | 46.33 |
| 2018-03-31 | $674k | 15k | 44.67 |
| 2017-12-31 | $802k | 17k | 48.12 |
| 2017-09-30 | $836k | 17k | 49.13 |
| 2017-06-30 | $964k | 20k | 47.85 |
| 2017-03-31 | $1.0M | 20k | 49.81 |
| 2016-12-31 | $1.0M | 21k | 49.16 |
| 2016-09-30 | $1.1M | 22k | 51.30 |
| 2016-06-30 | $1.2M | 22k | 53.63 |
| 2016-03-31 | $1.1M | 21k | 51.71 |
| 2015-12-31 | $992k | 21k | 46.76 |
| 2015-09-30 | $1.0M | 22k | 44.67 |
| 2015-06-30 | $962k | 23k | 41.90 |
| 2015-03-31 | $1.0M | 23k | 44.31 |
| 2014-12-31 | $1.2M | 24k | 49.09 |
| 2014-09-30 | $1.1M | 24k | 43.65 |
| 2014-06-30 | $1.1M | 25k | 45.38 |
| 2014-03-31 | $1.2M | 27k | 43.92 |
| 2013-12-31 | $1.1M | 28k | 41.12 |
| 2013-09-30 | $1.2M | 28k | 41.16 |
| 2013-06-30 | $1.4M | 31k | 44.13 |
| 2013-03-31 | $1.1M | 24k | 46.93 |
| 2012-12-31 | $1.1M | 26k | 42.82 |
| 2012-09-30 | $1.2M | 27k | 46.09 |
| 2012-06-30 | $1.3M | 27k | 46.28 |
| 2012-03-31 | $1.2M | 27k | 44.94 |
| 2011-12-31 | $1.2M | 27k | 46.31 |
| 2011-09-30 | $1.1M | 26k | 42.37 |
| 2011-06-30 | $1.0M | 25k | 40.39 |
| 2011-03-31 | $958k | 25k | 38.10 |