A detailed history of Cordatus Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Cordatus Wealth Management LLC holds 5,890 shares of SO stock, worth $489,812. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,890
Previous 5,813 1.32%
Holding current value
$489,812
Previous $451,000 17.74%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$77.0 - $90.52 $5,929 - $6,970
77 Added 1.32%
5,890 $531,000
Q2 2024

Jul 18, 2024

BUY
$67.77 - $80.71 $393,947 - $469,167
5,813 New
5,813 $451,000
Q2 2023

Jul 14, 2023

BUY
$68.97 - $75.66 $413,199 - $453,279
5,991 New
5,991 $421,000

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 $90.5B
  • 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
Track This Portfolio

Track Cordatus Wealth Management LLC Portfolio

Follow Cordatus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cordatus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cordatus Wealth Management LLC with notifications on news.