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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Quarterly reported holdings in Southern Company by Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $363k | 4.2k | 87.20 |
| 2025-09-30 | $412k | 4.4k | 94.77 |
| 2025-06-30 | $436k | 4.8k | 91.83 |
| 2025-03-31 | $437k | 4.8k | 91.95 |
| 2024-12-31 | $357k | 4.3k | 82.32 |
| 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 |
More positions owned by Univest National Bank and Trust
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