Wealth Plan Investment Management, LLC Southern CO Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$64.72 - $73.09 $210,145 - $237,323
3,247 New
3,247 $210,000
Q4 2022

Feb 15, 2023
BUY
$63.44 - $72.26 $63,440 - $72,260
1,000 Added 30.74%
4,253 $303,000
Q3 2022

Dec 12, 2022
SELL
$68.0 - $80.16 $748 - $881
-11 Reduced 0.34%
3,253 $223,000
Q1 2022

Sep 07, 2022
BUY
$62.84 - $72.51 $205,109 - $236,672
3,264 New
3,264 $240,000

Others Institutions Holding SO

# of Institutions
2,215
Shares Held
705M
Call Options Held
5.04M
Put Options Held
3.43M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.7B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
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