Southern Company shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 30k | 94.77 |
| 2025-06-30 | $2.3M | 25k | 91.83 |
| 2024-09-30 | $1.2M | 13k | 90.18 |
| 2024-06-30 | $676k | 8.7k | 77.57 |
| 2024-03-31 | $605k | 8.4k | 71.74 |
| 2023-12-31 | $572k | 8.2k | 70.12 |
| 2023-09-30 | $554k | 8.6k | 64.72 |
| 2023-06-30 | $661k | 9.4k | 70.25 |
| 2023-03-31 | $442k | 6.3k | 69.58 |
| 2022-12-31 | $452k | 6.3k | 71.41 |
| 2022-09-30 | $486k | 7.1k | 68.07 |
| 2022-06-30 | $439k | 6.2k | 71.23 |
| 2022-03-31 | $366k | 5.1k | 72.45 |
| 2021-12-31 | $338k | 4.9k | 68.50 |
| 2021-09-30 | $302k | 4.9k | 61.91 |
| 2021-06-30 | $281k | 4.6k | 60.51 |
| 2021-03-31 | $350k | 5.6k | 62.10 |
| 2020-12-31 | $363k | 5.9k | 61.36 |
| 2020-06-30 | $275k | 5.3k | 51.90 |
| 2020-03-31 | $916k | 17k | 54.16 |
| 2019-09-30 | $363k | 5.9k | 61.82 |
| 2019-06-30 | $267k | 4.8k | 55.21 |
| 2018-03-31 | $227k | 227k | 1.00 |
| 2017-12-31 | $378k | 8.4k | 45.25 |