Southern Company shares owned by Trajan Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trajan Wealth
from 13F filings
Historical chart of Trajan Wealth investment in Southern Company
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All positions including Southern Company held by Trajan Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 53k | 94.77 |
| 2025-06-30 | $4.9M | 53k | 91.83 |
| 2025-03-31 | $4.9M | 53k | 91.95 |
| 2024-12-31 | $4.5M | 55k | 82.32 |
| 2024-09-30 | $4.8M | 53k | 90.18 |
| 2024-06-30 | $4.3M | 55k | 77.57 |