Southern Company shares owned by Greenleaf Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Greenleaf Trust
from 13F filings
Historical chart of Greenleaf Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Greenleaf Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 31k | 70.12 |
| 2023-09-30 | $1.8M | 28k | 64.72 |
| 2023-06-30 | $2.0M | 29k | 70.25 |
| 2023-03-31 | $1.9M | 27k | 69.58 |
| 2022-12-31 | $1.7M | 24k | 71.42 |
| 2022-09-30 | $1.6M | 23k | 67.98 |
| 2022-06-30 | $1.1M | 16k | 71.33 |
| 2022-03-31 | $779k | 11k | 72.53 |
| 2021-12-31 | $681k | 9.9k | 68.54 |
| 2021-09-30 | $643k | 10k | 61.95 |
| 2021-06-30 | $581k | 9.6k | 60.51 |
| 2021-03-31 | $548k | 8.8k | 62.13 |
| 2020-12-31 | $554k | 9.0k | 61.40 |
| 2020-09-30 | $341k | 6.3k | 54.27 |
| 2020-06-30 | $323k | 6.2k | 51.78 |
| 2020-03-31 | $309k | 5.7k | 54.11 |
| 2019-12-31 | $365k | 5.7k | 63.69 |
| 2019-09-30 | $337k | 5.5k | 61.74 |
| 2019-06-30 | $281k | 5.1k | 55.26 |
| 2019-03-31 | $206k | 4.0k | 51.69 |
| 2018-09-30 | $265k | 6.1k | 43.60 |
| 2018-06-30 | $346k | 7.5k | 46.28 |
| 2017-12-31 | $44k | 922 | 47.72 |
| 2017-09-30 | $45k | 922 | 48.81 |
| 2013-09-30 | $200k | 4.9k | 41.13 |
| 2013-06-30 | $248k | 5.6k | 44.06 |
| 2012-09-30 | $211k | 4.6k | 46.08 |
| 2011-09-30 | $231k | 5.4k | 42.39 |