Southern Company shares owned by Massmutual Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Massmutual Trust
from 13F filings
Historical chart of Massmutual Trust investment in Southern Company
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All positions including Southern Company held by Massmutual Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Massmutual Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 77k | 94.77 |
| 2025-06-30 | $7.2M | 79k | 91.83 |
| 2025-03-31 | $7.4M | 80k | 91.95 |
| 2024-12-31 | $6.9M | 84k | 82.32 |
| 2024-09-30 | $7.9M | 87k | 90.18 |
| 2024-06-30 | $6.7M | 87k | 77.57 |
| 2024-03-31 | $6.2M | 87k | 71.74 |
| 2023-12-31 | $6.0M | 86k | 70.12 |
| 2023-09-30 | $5.7M | 88k | 64.72 |
| 2023-06-30 | $6.3M | 90k | 70.25 |
| 2023-03-31 | $6.2M | 90k | 69.58 |
| 2022-12-31 | $6.3M | 89k | 71.40 |
| 2022-09-30 | $6.0M | 88k | 67.99 |
| 2022-06-30 | $6.8M | 96k | 71.31 |
| 2022-03-31 | $6.9M | 95k | 72.51 |
| 2021-12-31 | $6.6M | 96k | 68.59 |
| 2021-09-30 | $5.8M | 94k | 61.97 |
| 2021-06-30 | $5.6M | 92k | 60.51 |
| 2021-03-31 | $5.6M | 90k | 62.16 |
| 2020-12-31 | $5.2M | 85k | 61.42 |
| 2020-09-30 | $4.7M | 87k | 54.22 |
| 2020-06-30 | $4.5M | 87k | 51.85 |
| 2020-03-31 | $4.5M | 83k | 54.14 |
| 2019-12-31 | $5.5M | 87k | 63.70 |
| 2019-09-30 | $5.3M | 85k | 61.76 |
| 2019-06-30 | $4.7M | 85k | 55.28 |
| 2019-03-31 | $4.2M | 81k | 51.68 |
| 2018-12-31 | $3.3M | 74k | 43.92 |
| 2018-09-30 | $3.2M | 74k | 43.60 |
| 2018-06-30 | $3.3M | 72k | 46.31 |
| 2018-03-31 | $3.2M | 71k | 44.66 |
| 2017-12-31 | $3.7k | 120 | 30.81 |
| 2017-06-30 | $2.7M | 56k | 47.88 |
| 2017-03-31 | $2.5M | 50k | 49.78 |
| 2016-12-31 | $1.9M | 39k | 49.19 |
| 2016-06-30 | $1.5M | 27k | 53.63 |
| 2016-03-31 | $1.2M | 24k | 51.73 |
| 2015-12-31 | $1.1M | 24k | 46.79 |
| 2015-09-30 | $631k | 14k | 43.65 |
| 2015-06-30 | $823k | 18k | 45.38 |
| 2015-03-31 | $969k | 22k | 44.28 |
| 2014-12-31 | $765k | 16k | 49.11 |
| 2014-09-30 | $631k | 14k | 43.65 |
| 2014-06-30 | $687k | 15k | 45.38 |
| 2014-03-31 | $619k | 14k | 43.94 |
| 2013-12-31 | $30k | 725 | 41.11 |