Southern Company shares owned by Heartland Bank & Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Heartland Bank & Trust
from 13F filings
Historical chart of Heartland Bank & Trust investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Heartland Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Heartland Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 2.3k | 94.77 |
| 2025-06-30 | $215k | 2.3k | 91.83 |
| 2025-03-31 | $312k | 3.4k | 91.95 |
| 2024-12-31 | $319k | 3.9k | 82.32 |
| 2024-09-30 | $351k | 3.9k | 90.18 |
| 2024-06-30 | $301k | 3.9k | 77.57 |
| 2024-03-31 | $278k | 3.9k | 71.74 |
| 2023-12-31 | $272k | 3.9k | 70.12 |