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Southern Company shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust investment in Southern Company

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All positions including Southern Company held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 4.5k 90.18
2024-06-30 $227k 2.9k 77.57
2024-03-31 $210k 2.9k 71.74
2023-12-31 $205k 2.9k 70.12
2023-06-30 $206k 2.9k 70.25
2023-03-31 $204k 2.9k 69.58
2022-12-31 $209k 2.9k 71.41
2022-06-30 $208k 2.9k 71.00
2022-03-31 $217k 3.0k 73.00
2021-12-31 $218k 3.2k 68.37
2021-03-31 $436k 7.0k 62.20
2020-12-31 $437k 7.1k 61.45
2020-09-30 $425k 7.8k 54.17
2020-06-30 $376k 7.2k 52.00
2020-03-31 $394k 7.3k 54.00
2019-12-31 $437k 8.9k 49.23
2019-09-30 $567k 9.2k 61.73
2019-06-30 $569k 10k 55.33
2019-03-31 $557k 11k 51.66
2018-12-31 $539k 12k 43.92
2018-09-30 $472k 11k 43.64
2018-06-30 $520k 11k 46.33
2018-03-31 $490k 11k 44.66
2017-12-31 $538k 11k 48.05
2017-09-30 $516k 11k 49.11
2017-06-30 $480k 10k 47.91
2017-03-31 $462k 9.3k 49.78
2016-12-31 $437k 8.9k 49.23
2016-09-30 $435k 8.5k 51.35
2016-06-30 $439k 8.2k 53.69
2016-03-31 $453k 8.8k 51.77
2015-12-31 $376k 8.0k 46.76