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Southern Company shares owned by Matrix Trust

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Matrix Trust from 13F filings

Historical chart of Matrix Trust investment in Southern Company

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All positions including Southern Company held by Matrix Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 19k 94.79
2023-06-30 $1.5M 21k 70.26
2023-03-31 $1.4M 20k 69.57
2022-12-31 $1.2M 17k 71.39
2022-09-30 $885k 13k 68.02
2022-06-30 $309k 4.3k 71.26