Congress Wealth Management LLC Southern CO Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
A detailed history of Congress Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,575 shares of SO stock, worth $278,135. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,575
Previous 6,094
41.34%
Holding current value
$278,135
Previous $427,000
40.05%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SO
# of Institutions
1,977Shares Held
670MCall Options Held
5MPut Options Held
2.15M-
Vanguard Group Inc Valley Forge, PA100MShares$7.79 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$6.05 Billion0.13% of portfolio
-
State Street Corp Boston, MA57.8MShares$4.49 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY30.2MShares$2.35 Billion0.2% of portfolio
-
Massachusetts Financial Services CO Boston, MA26.3MShares$2.05 Billion0.59% of portfolio
About SOUTHERN CO
- Ticker SO
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 1,088,669,952
- Market Cap $84.7B
- 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...