Southern Company shares owned by Equitable Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Equitable Trust
from 13F filings
Historical chart of Equitable Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Equitable Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 35k | 94.77 |
| 2025-06-30 | $3.2M | 35k | 91.83 |
| 2025-03-31 | $2.5M | 28k | 91.95 |
| 2024-12-31 | $2.3M | 28k | 82.32 |
| 2024-09-30 | $2.5M | 28k | 90.18 |
| 2024-06-30 | $1.7M | 22k | 77.57 |
| 2024-03-31 | $1.9M | 26k | 71.74 |
| 2023-12-31 | $2.0M | 29k | 70.12 |
| 2023-09-30 | $1.5M | 24k | 64.72 |
| 2023-06-30 | $1.3M | 19k | 70.25 |
| 2023-03-31 | $1.3M | 19k | 69.58 |
| 2022-12-31 | $1.4M | 20k | 71.41 |
| 2022-09-30 | $691k | 10k | 67.99 |
| 2022-06-30 | $618k | 8.7k | 71.23 |
| 2022-03-31 | $482k | 6.6k | 72.60 |
| 2021-12-31 | $348k | 5.1k | 68.65 |
| 2021-09-30 | $345k | 5.6k | 61.93 |
| 2021-06-30 | $337k | 5.6k | 60.46 |
| 2021-03-31 | $246k | 4.0k | 62.14 |
| 2020-12-31 | $304k | 5.0k | 61.28 |
| 2020-09-30 | $269k | 5.0k | 54.14 |
| 2020-06-30 | $342k | 6.6k | 51.79 |
| 2020-03-31 | $280k | 5.2k | 54.14 |
| 2019-12-31 | $357k | 5.6k | 63.64 |
| 2019-09-30 | $346k | 5.6k | 61.68 |