A detailed history of Windle Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Windle Wealth, LLC holds 86,659 shares of SO stock, worth $7.59 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
86,659
Previous 87,518 0.98%
Holding current value
$7.59 Million
Previous $6.79 Billion 15.12%
% of portfolio
4.25%
Previous 4.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$77.0 - $90.52 $66,143 - $77,756
-859 Reduced 0.98%
86,659 $7.81 Billion
Q2 2024

Aug 13, 2024

SELL
$67.77 - $80.71 $181,149 - $215,737
-2,673 Reduced 2.96%
87,518 $6.79 Billion
Q1 2024

Apr 29, 2024

BUY
$66.25 - $72.24 $243,270 - $265,265
3,672 Added 4.24%
90,191 $6.47 Billion
Q4 2023

Feb 08, 2024

SELL
$62.71 - $73.08 $86,100 - $100,338
-1,373 Reduced 1.56%
86,519 $6.07 Billion
Q3 2023

Nov 08, 2023

BUY
$64.72 - $73.09 $192,930 - $217,881
2,981 Added 3.51%
87,892 $5.69 Billion
Q2 2023

Aug 09, 2023

BUY
$68.97 - $75.66 $30,967 - $33,971
449 Added 0.53%
84,911 $5.96 Billion
Q1 2023

May 09, 2023

BUY
$62.32 - $72.5 $164,898 - $191,835
2,646 Added 3.23%
84,462 $5.88 Billion
Q4 2022

Feb 07, 2023

BUY
$63.44 - $72.26 $5.19 Million - $5.91 Million
81,816 New
81,816 $5.84 Billion

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $95.4B
  • 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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