A detailed history of Copia Wealth Management transactions in Southern CO stock. As of the latest transaction made, Copia Wealth Management holds 2,295 shares of SO stock, worth $207,881. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,295
Previous 2,195 4.56%
Holding current value
$207,881
Previous $202 Million 7.9%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$90.83 - $96.0 $9,083 - $9,600
100 Added 4.56%
2,295 $217 Million
Q2 2025

Jul 28, 2025

BUY
$84.91 - $92.56 $1,188 - $1,295
14 Added 0.64%
2,195 $202 Million
Q1 2025

Apr 17, 2025

BUY
$80.96 - $92.96 $132,045 - $151,617
1,631 Added 296.55%
2,181 $201 Million
Q4 2024

Mar 06, 2025

BUY
$81.5 - $94.15 $44,825 - $51,782
550 New
550 $45.3 Million

Others Institutions Holding SO

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...
More about SO
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