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Southern Company shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Southern Company

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All positions including Southern Company held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 300 71.74
2023-12-31 $21k 300 70.12
2023-09-30 $19k 300 64.72
2023-06-30 $21k 300 70.25
2023-03-31 $21k 300 69.58

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Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company