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 14,598 shares of SO stock, worth $1.13 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,598
Previous 15,109 3.38%
Holding current value
$1.13 Million
Previous $1.06 Million 1.13%
% of portfolio
0.21%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $84.6B
  • 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
Track This Portfolio

Track D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group Inc 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 D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.