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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

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
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