Allen Mooney & Barnes Investment Advisors LLC Southern CO Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$642 Billion
Q3 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 26,643 shares of SO stock, worth $2.41 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

26,643

Previous 25,637 3.92%

Holding current value

$2.41 Million

Previous $2.35 Billion 7.25%

% of portfolio

0.39%

Previous 0.39%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$90.83 - $96.0 $91,374 - $96,576	1,006 Added 3.92%	26,643 $2.52 Billion
Q2 2025 Jul 08, 2025	SELL	$84.91 - $92.56 $764 - $833	-9 Reduced 0.04%	25,637 $2.35 Billion
Q1 2025 Apr 15, 2025	SELL	$80.96 - $92.96 $137,146 - $157,474	-1,694 Reduced 6.2%	25,646 $2.36 Billion
Q4 2024 Jan 14, 2025	BUY	$81.5 - $94.15 $23,390 - $27,021	287 Added 1.06%	27,340 $2.25 Billion
Q3 2024 Oct 15, 2024	SELL	$77.0 - $90.52 $146,146 - $171,806	-1,898 Reduced 6.56%	27,053 $2.44 Billion

Q2 2024 Jul 11, 2024	SELL	$67.77 - $80.71 $304,693 - $362,872	-4,496 Reduced 13.44%	28,951 $2.25 Billion
Q1 2024 Apr 12, 2024	SELL	$66.25 - $72.24 $120,508 - $131,404	-1,819 Reduced 5.16%	33,447 $2.33 Billion
Q4 2023 Jan 22, 2024	BUY	$62.71 - $73.08 $89,738 - $104,577	1,431 Added 4.23%	35,266 $2.47 Billion
Q3 2023 Nov 21, 2023	BUY	$64.72 - $73.09 $2.19 Million - $2.47 Million	33,835 New	33,835 $2.19 Billion
Q2 2023 May 23, 2024	BUY	$68.97 - $75.66 $425,337 - $466,595	6,167 Added 27.62%	28,498 $2 Billion
Q1 2023 May 23, 2024	SELL	$62.32 - $72.5 $18,072 - $21,025	-290 Reduced 1.28%	22,331 $1.55 Billion
Q4 2022 May 23, 2024	SELL	$63.44 - $72.26 $686,801 - $782,286	-10,826 Reduced 32.37%	22,621 $1.62 Billion
Q3 2022 May 23, 2024	SELL	$68.0 - $80.16 $192,440 - $226,852	-2,830 Reduced 11.02%	22,861 $1.55 Billion
Q2 2022 May 23, 2024	SELL	$65.39 - $76.51 $8.87 Million - $10.4 Million	-135,675 Reduced 84.08%	25,691 $1.83 Billion
Q1 2022 May 23, 2024	BUY	$62.84 - $72.51 $8.04 Million - $9.28 Million	127,919 Added 382.45%	161,366 $11.7 Billion

Others Institutions Holding SO

# of Institutions

2,537

Shares Held

783M

Call Options Held

4.76M

Put Options Held

3.62M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.6B
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...

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Allen Mooney & Barnes Investment Advisors LLC Southern CO Transaction History