Summit Wealth Partners, LLC Southern CO Transaction History
Summit Wealth Partners, LLC
- $493 Billion
- Q1 2025
A detailed history of Summit Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,290 shares of SO stock, worth $311,530. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,290
Previous 3,290
-0.0%
Holding current value
$311,530
Previous $271 Million
11.7%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SO
# of Institutions
2,482Shares Held
718MCall Options Held
4.91MPut Options Held
4.12M-
Vanguard Group Inc Valley Forge, PA104MShares$9.87 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.36 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY63.6MShares$6.02 Billion0.46% of portfolio
-
State Street Corp Boston, MA58.4MShares$5.53 Billion0.23% of portfolio
-
Geode Capital Management, LLC Boston, MA26MShares$2.46 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 $103B
- 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...