Southern Company shares owned by Private Trust Co Na
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Private Trust Co Na
from 13F filings
Historical chart of Private Trust Co Na investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Private Trust Co Na
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 26k | 94.77 |
| 2025-06-30 | $2.3M | 26k | 91.83 |
| 2025-03-31 | $2.4M | 26k | 91.95 |
| 2024-12-31 | $2.0M | 24k | 82.32 |
| 2024-09-30 | $2.2M | 25k | 90.18 |
| 2024-06-30 | $2.0M | 26k | 77.57 |
| 2024-03-31 | $1.9M | 26k | 71.74 |
| 2023-12-31 | $1.9M | 27k | 70.12 |
| 2023-09-30 | $1.5M | 23k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.25 |
| 2023-03-31 | $1.6M | 23k | 69.58 |
| 2022-12-31 | $1.5M | 22k | 71.41 |
| 2022-09-30 | $1.5M | 22k | 67.99 |
| 2022-06-30 | $1.4M | 19k | 72.49 |
| 2022-03-31 | $1.4M | 19k | 72.49 |
| 2021-12-31 | $1.2M | 18k | 68.60 |
| 2021-09-30 | $1.2M | 19k | 61.97 |
| 2021-06-30 | $1.1M | 19k | 60.52 |
| 2021-03-31 | $1.2M | 20k | 62.15 |
| 2020-12-31 | $1.2M | 19k | 61.38 |
| 2020-09-30 | $1.0M | 19k | 54.21 |
| 2020-06-30 | $979k | 19k | 52.78 |
| 2020-03-31 | $930k | 17k | 54.08 |
| 2019-12-31 | $1.0M | 16k | 63.68 |
| 2019-09-30 | $977k | 16k | 61.75 |
| 2019-06-30 | $881k | 16k | 55.28 |
| 2019-03-31 | $741k | 14k | 51.63 |
| 2018-12-31 | $668k | 15k | 43.89 |
| 2018-09-30 | $670k | 15k | 43.58 |
| 2018-06-30 | $724k | 16k | 46.26 |
| 2018-03-31 | $725k | 16k | 44.64 |
| 2017-12-31 | $852k | 18k | 48.05 |
| 2017-09-30 | $880k | 18k | 49.13 |
| 2017-06-30 | $861k | 18k | 47.86 |
| 2017-03-31 | $866k | 17k | 49.78 |
| 2016-12-31 | $856k | 17k | 49.19 |
| 2016-09-30 | $878k | 17k | 51.27 |
| 2016-06-30 | $982k | 18k | 53.33 |
| 2016-03-31 | $703k | 15k | 46.67 |
| 2015-12-31 | $664k | 14k | 46.74 |
| 2015-09-30 | $1.7M | 39k | 44.70 |
| 2015-06-30 | $1.6M | 39k | 41.88 |
| 2015-03-31 | $1.7M | 39k | 44.26 |
| 2014-12-31 | $1.9M | 40k | 49.10 |
| 2014-09-30 | $1.5M | 35k | 43.65 |
| 2014-06-30 | $1.5M | 34k | 45.38 |
| 2014-03-31 | $1.4M | 33k | 43.94 |
| 2013-12-31 | $1.3M | 33k | 41.10 |
| 2013-09-30 | $1.3M | 32k | 41.18 |
| 2013-06-30 | $1.5M | 35k | 44.13 |
| 2013-03-31 | $1.5M | 35k | 44.13 |