Southern Company shares owned by Spinnaker Trust
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Spinnaker Trust
from 13F filings
Historical chart of Spinnaker Trust investment in Southern Company
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Quarterly reported holdings in Southern Company by Spinnaker Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $372k | 3.9k | 94.77 |
| 2025-06-30 | $361k | 3.9k | 91.83 |
| 2025-03-31 | $361k | 3.9k | 91.95 |
| 2019-09-30 | $247k | 4.0k | 61.73 |
| 2019-03-31 | $241k | 4.7k | 51.59 |
| 2018-12-31 | $205k | 4.7k | 43.89 |
| 2018-09-30 | $200k | 4.6k | 43.47 |
| 2018-06-30 | $625k | 14k | 46.23 |
| 2018-03-31 | $712k | 16k | 44.61 |
| 2017-12-31 | $821k | 17k | 48.05 |
| 2017-09-30 | $849k | 17k | 49.10 |
| 2017-06-30 | $822k | 17k | 47.88 |
| 2017-03-31 | $420k | 8.4k | 49.79 |
| 2016-12-31 | $390k | 7.9k | 49.24 |
| 2016-09-30 | $387k | 7.5k | 51.70 |
| 2016-06-30 | $401k | 7.5k | 53.57 |
| 2016-03-31 | $387k | 7.5k | 51.70 |
| 2015-12-31 | $257k | 5.5k | 46.86 |
| 2015-09-30 | $245k | 5.5k | 44.67 |
| 2015-06-30 | $222k | 5.3k | 41.85 |
| 2015-03-31 | $260k | 5.9k | 44.22 |
| 2014-12-31 | $289k | 5.9k | 49.15 |
| 2014-09-30 | $257k | 5.9k | 43.71 |