Ccm Investment Advisers LLC Southern CO Transaction History

Ccm Investment Advisers LLC

$918 Million
Q2 2025

A detailed history of Ccm Investment Advisers LLC transactions in Southern CO stock. As of the latest transaction made, Ccm Investment Advisers LLC holds 145,040 shares of SO stock, worth $13.7 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

145,040

Previous 143,078 1.37%

Holding current value

$13.7 Million

Previous $13.2 Million 1.24%

% of portfolio

1.45%

Previous 1.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$84.91 - $92.56 $166,593 - $181,602	1,962 Added 1.37%	145,040 $13.3 Million
Q1 2025 Apr 16, 2025	BUY	$80.96 - $92.96 $215,272 - $247,180	2,659 Added 1.89%	143,078 $13.2 Million
Q4 2024 Jan 10, 2025	SELL	$81.5 - $94.15 $8,965 - $10,356	-110 Reduced 0.08%	140,419 $11.6 Million
Q3 2024 Oct 09, 2024	BUY	$77.0 - $90.52 $113,575 - $133,517	1,475 Added 1.06%	140,529 $12.7 Million
Q2 2024 Jul 11, 2024	BUY	$67.77 - $80.71 $70,955 - $84,503	1,047 Added 0.76%	139,054 $10.8 Million
Q1 2024 May 17, 2024	SELL	$66.25 - $72.24 $118,455 - $129,165	-1,788 Reduced 1.28%	138,007 $9.9 Million
Q4 2023 Mar 05, 2024	SELL	$62.71 - $73.08 $2.04 Million - $2.38 Million	-32,563 Reduced 18.89%	139,795 $9.8 Million
Q3 2023 Dec 08, 2023	BUY	$64.72 - $73.09 $281,402 - $317,795	4,348 Added 2.59%	172,358 $11.2 Million
Q2 2023 Aug 21, 2023	BUY	$68.97 - $75.66 $47,106 - $51,675	683 Added 0.41%	168,010 $11.8 Million
Q1 2023 May 17, 2023	SELL	$62.32 - $72.5 $1.16 Million - $1.35 Million	-18,633 Reduced 10.02%	167,327 $11.6 Million
Q4 2022 Feb 15, 2023	SELL	$63.44 - $72.26 $1.45 Million - $1.65 Million	-22,900 Reduced 10.96%	185,960 $13.3 Million
Q3 2022 Nov 09, 2022	BUY	$68.0 - $80.16 $374,272 - $441,200	5,504 Added 2.71%	208,860 $14.2 Million
Q2 2022 Jul 27, 2022	BUY	$65.39 - $76.51 $9.2 Million - $10.8 Million	140,637 Added 224.23%	203,356 $14.5 Million
Q1 2022 May 03, 2022	BUY	$62.84 - $72.51 $3.94 Million - $4.55 Million	62,719 New	62,719 $4.55 Million

Others Institutions Holding SO

# of Institutions

2,482

Shares Held

718M

Call Options Held

4.91M

Put Options Held

4.12M

View Full List

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...

More about SO

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Ccm Investment Advisers LLC Southern CO Transaction History