Southern Company shares owned by Trilogy Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trilogy Capital
from 13F filings
Historical chart of Trilogy Capital investment in Southern Company
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Quarterly reported holdings in Southern Company by Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 4.0k | 94.77 |
| 2025-06-30 | $372k | 4.1k | 91.83 |
| 2025-03-31 | $384k | 4.2k | 91.95 |
| 2024-12-31 | $342k | 4.2k | 82.32 |
| 2024-09-30 | $388k | 4.3k | 90.18 |
| 2024-06-30 | $373k | 4.8k | 77.58 |
| 2024-03-31 | $320k | 4.5k | 71.74 |
| 2019-12-31 | $1.1M | 17k | 62.60 |
| 2019-09-30 | $1.0M | 17k | 62.04 |
| 2019-06-30 | $952k | 17k | 56.92 |
| 2019-03-31 | $852k | 17k | 51.67 |
| 2018-12-31 | $305k | 7.0k | 43.87 |
| 2018-09-30 | $355k | 8.2k | 43.55 |
| 2018-06-30 | $431k | 9.3k | 46.34 |
| 2018-03-31 | $450k | 10k | 44.63 |
| 2017-12-31 | $498k | 10k | 48.11 |