Southern Company shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2k | 23 | 94.78 |
| 2025-06-30 | $2.1k | 23 | 91.87 |
| 2025-03-31 | $2.1k | 23 | 91.96 |
| 2024-12-31 | $1.9k | 23 | 82.35 |
| 2024-09-30 | $2.1k | 23 | 90.22 |
| 2024-06-30 | $1.8k | 23 | 77.61 |
| 2024-03-31 | $1.7k | 23 | 71.78 |
| 2023-12-31 | $1.6k | 23 | 70.13 |
| 2023-09-30 | $1.5k | 23 | 64.74 |
| 2023-06-30 | $1.6k | 23 | 70.26 |
| 2023-03-31 | $1.6k | 23 | 69.61 |
| 2022-12-31 | $1.6k | 23 | 71.39 |