D L Carlson Investment Group Inc Southern CO Transaction History

D L Carlson Investment Group Inc

$528 Million
Q2 2025

A detailed history of D L Carlson Investment Group Inc transactions in Southern CO stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 23,670 shares of SO stock, worth $2.24 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

23,670

Previous 22,754 4.03%

Holding current value

$2.24 Million

Previous $2.09 Million 3.87%

% of portfolio

0.41%

Previous 0.41%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$84.91 - $92.56 $77,777 - $84,784	916 Added 4.03%	23,670 $2.17 Million
Q1 2025 May 14, 2025	SELL	$80.96 - $92.96 $49,628 - $56,984	-613 Reduced 2.62%	22,754 $2.09 Million
Q4 2024 Feb 12, 2025	SELL	$81.5 - $94.15 $4,075 - $4,707	-50 Reduced 0.21%	23,367 $1.92 Million
Q3 2024 Nov 13, 2024	BUY	$77.0 - $90.52 $48,125 - $56,575	625 Added 2.74%	23,417 $2.11 Million
Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $555,307 - $661,337	8,194 Added 56.13%	22,792 $1.77 Million
Q1 2024 May 14, 2024	SELL	$66.25 - $72.24 $33,853 - $36,914	-511 Reduced 3.38%	14,598 $1.05 Million
Q4 2023 Feb 16, 2024	SELL	$62.71 - $73.08 $812,094 - $946,386	-12,950 Reduced 46.15%	15,109 $1.06 Million
Q3 2023 Nov 02, 2023	SELL	$64.72 - $73.09 $739,361 - $834,980	-11,424 Reduced 28.93%	28,059 $1.82 Million
Q2 2023 Aug 09, 2023	BUY	$68.97 - $75.66 $89,316 - $97,979	1,295 Added 3.39%	39,483 $2.77 Million
Q1 2023 May 17, 2023	SELL	$62.32 - $72.5 $375,727 - $437,102	-6,029 Reduced 13.64%	38,188 $2.66 Million
Q4 2022 Feb 13, 2023	SELL	$63.44 - $72.26 $184,356 - $209,987	-2,906 Reduced 6.17%	44,217 $3.16 Million
Q3 2022 Nov 18, 2022	BUY	$68.0 - $80.16 $26,112 - $30,781	384 Added 0.82%	47,123 $3.2 Million
Q2 2022 Aug 10, 2022	BUY	$65.39 - $76.51 $90,172 - $105,507	1,379 Added 3.04%	46,739 $3.33 Million
Q1 2022 May 12, 2022	BUY	$62.84 - $72.51 $13,384 - $15,444	213 Added 0.47%	45,360 $3.29 Million
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $10,387 - $11,658	170 Added 0.38%	45,147 $3.1 Million
Q3 2021 Nov 05, 2021	BUY	$61.34 - $67.32 $28,032 - $30,765	457 Added 1.03%	44,977 $2.79 Million
Q2 2021 Aug 12, 2021	BUY	$60.46 - $66.42 $33,071 - $36,331	547 Added 1.24%	44,520 $2.69 Million
Q1 2021 May 11, 2021	BUY	$56.72 - $62.32 $2.49 Million - $2.74 Million	43,973 New	43,973 $2.73 Million

Others Institutions Holding SO

# of Institutions

2,483

Shares Held

752M

Call Options Held

5.97M

Put Options Held

3.59M

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...

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D L Carlson Investment Group Inc Southern CO Transaction History