Investment Planning Advisors, Inc. Southern CO Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 5,011 shares of SO stock, worth $492,531. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,011
Previous 3,735
34.16%
Holding current value
$492,531
Previous $343,000
34.11%
% of portfolio
0.23%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SO
# of Institutions
2,483Shares Held
751MCall Options Held
5.94MPut Options Held
3.59M-
Vanguard Group Inc Valley Forge, PA106MShares$10.4 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.64 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY63.6MShares$6.25 Billion0.46% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.81 Billion0.21% of portfolio
-
Geode Capital Management, LLC Boston, MA26MShares$2.56 Billion0.17% of portfolio
About SOUTHERN CO
- Ticker SO
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 1,088,669,952
- Market Cap $107B
- 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...