Compass Wealth Management LLC Southern CO Transaction History
Compass Wealth Management LLC
- $448 Billion
- Q3 2025
A detailed history of Compass Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Compass Wealth Management LLC holds 3,150 shares of SO stock, worth $285,327. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,150
Previous 7,514
58.08%
Holding current value
$285,327
Previous $1.58 Billion
81.13%
% of portfolio
0.07%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SO
# of Institutions
2,535Shares Held
783MCall Options Held
4.76MPut Options Held
3.62M-
Vanguard Group Inc Valley Forge, PA106MShares$9.64 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.04 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY69.8MShares$6.32 Billion0.44% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.36 Billion0.2% of portfolio
-
Capital World Investors Los Angeles, CA33.5MShares$3.04 Billion0.45% of portfolio
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...