Appleton Group, LLC Southern CO Transaction History

Appleton Group, LLC

$28.6 Million
Q3 2023

A detailed history of Appleton Group, LLC transactions in Southern CO stock. As of the latest transaction made, Appleton Group, LLC holds 3,904 shares of SO stock, worth $323,485. This represents 0.88% of its overall portfolio holdings.

Number of Shares

3,904

Holding current value

$323,485

% of portfolio

0.88%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$64.72 - $73.09 $252,666 - $285,343	3,904 New	3,904 $252,000
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $256,571 - $298,482	4,117 New	4,117 $286,000

Others Institutions Holding SO

# of Institutions

2,213

Shares Held

703M

Call Options Held

5.04M

Put Options Held

3.43M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$8.46 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.44 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$4.88 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.53 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.36 Billion
0.51% of portfolio

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $90.2B
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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