Southern Company shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Southern Company
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All positions including Southern Company held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 24k | 82.32 |
| 2024-09-30 | $2.3M | 26k | 90.18 |
| 2024-06-30 | $1.2M | 16k | 77.57 |
| 2024-03-31 | $1.1M | 15k | 71.74 |
| 2023-12-31 | $1.1M | 15k | 70.12 |
| 2023-09-30 | $944k | 15k | 64.72 |
| 2023-06-30 | $1.0M | 14k | 70.25 |
| 2023-03-31 | $948k | 14k | 69.58 |
| 2022-12-31 | $1.5M | 21k | 71.43 |
| 2022-09-30 | $1.6M | 24k | 67.99 |
| 2022-06-30 | $780k | 11k | 71.27 |
| 2022-03-31 | $805k | 11k | 72.47 |
| 2021-12-31 | $965k | 14k | 68.57 |
| 2021-09-30 | $924k | 15k | 62.00 |
| 2021-06-30 | $1.1M | 18k | 60.50 |
| 2021-03-31 | $1.2M | 19k | 62.18 |
| 2020-12-31 | $990k | 16k | 61.40 |
| 2020-09-30 | $926k | 17k | 54.24 |
| 2020-06-30 | $756k | 15k | 51.87 |
| 2020-03-31 | $724k | 13k | 54.11 |
| 2019-12-31 | $722k | 11k | 63.71 |
| 2019-09-30 | $613k | 9.9k | 61.78 |
| 2019-06-30 | $560k | 10k | 55.27 |
| 2019-03-31 | $530k | 10k | 51.72 |
| 2018-12-31 | $392k | 8.9k | 43.88 |
| 2018-09-30 | $391k | 9.0k | 43.61 |
| 2018-06-30 | $311k | 6.7k | 46.33 |
| 2017-06-30 | $206k | 4.3k | 48.00 |
| 2016-09-30 | $214k | 4.2k | 51.23 |
| 2016-03-31 | $242k | 4.7k | 51.83 |
| 2015-12-31 | $218k | 4.7k | 46.69 |
| 2015-09-30 | $209k | 4.7k | 44.76 |
| 2015-03-31 | $208k | 4.7k | 44.24 |
| 2014-12-31 | $231k | 4.7k | 49.13 |
| 2014-06-30 | $212k | 4.7k | 45.41 |
| 2013-12-31 | $444k | 11k | 41.11 |
| 2013-09-30 | $515k | 13k | 41.20 |
| 2013-06-30 | $552k | 13k | 44.16 |