A detailed history of Jpl Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 28,796 shares of SO stock, worth $2.55 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
28,796
Previous 27,562 4.48%
Holding current value
$2.55 Million
Previous $1.98 Billion 12.97%
% of portfolio
1.09%
Previous 1.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$67.77 - $80.71 $83,628 - $99,596
1,234 Added 4.48%
28,796 $2.23 Billion
Q1 2024

May 10, 2024

BUY
$66.25 - $72.24 $284,013 - $309,692
4,287 Added 18.42%
27,562 $1.98 Billion
Q4 2023

Feb 09, 2024

BUY
$62.71 - $73.08 $1.46 Million - $1.7 Million
23,275 New
23,275 $1.63 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 $96.3B
  • 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
Track This Portfolio

Track Jpl Wealth Management, LLC Portfolio

Follow Jpl Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jpl Wealth Management, LLC with notifications on news.