Southern Company shares owned by Old North State Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Old North State Trust
from 13F filings
Historical chart of Old North State Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Old North State Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 28k | 94.78 |
| 2025-06-30 | $2.4M | 26k | 91.82 |
| 2025-03-31 | $2.1M | 25k | 82.33 |
| 2024-12-31 | $2.1M | 25k | 82.33 |
| 2024-09-30 | $2.0M | 22k | 90.18 |
| 2024-06-30 | $1.7M | 22k | 77.59 |
| 2024-03-31 | $1.5M | 22k | 71.72 |
| 2023-09-30 | $1.4M | 22k | 64.73 |
| 2023-06-30 | $1.5M | 22k | 70.25 |
| 2023-03-31 | $1.5M | 3.4k | 448.29 |
| 2022-12-31 | $1.6M | 22k | 71.43 |
| 2022-09-30 | $1.5M | 23k | 67.99 |
| 2022-06-30 | $1.6k | 23 | 69.96 |
| 2022-03-31 | $1.6k | 23 | 71.13 |
| 2021-12-31 | $1.6M | 23k | 68.58 |
| 2021-09-30 | $1.4M | 23k | 61.97 |
| 2021-06-30 | $1.4M | 23k | 60.51 |
| 2021-03-31 | $1.4M | 23k | 62.15 |
| 2020-12-31 | $1.4M | 23k | 61.45 |
| 2020-09-30 | $1.3M | 23k | 54.20 |
| 2020-06-30 | $1.0M | 20k | 51.82 |
| 2020-03-31 | $1.1M | 20k | 54.17 |
| 2019-12-31 | $1.2M | 19k | 63.70 |
| 2019-09-30 | $1.2M | 19k | 61.75 |
| 2019-06-30 | $1.3M | 23k | 55.29 |
| 2019-03-31 | $1.2M | 23k | 51.66 |
| 2018-12-31 | $1.0M | 23k | 43.88 |
| 2018-09-30 | $1.0M | 24k | 43.57 |