A detailed history of Elevate Wealth Advisory, Inc transactions in Southern CO stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,089 shares of SO stock, worth $536,562. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,089
Previous 3,287 85.24%
Holding current value
$536,562
Previous $236 Million 100.28%
% of portfolio
0.38%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$67.77 - $80.71 $189,891 - $226,149
2,802 Added 85.24%
6,089 $472 Million
Q1 2024

May 02, 2024

SELL
$66.25 - $72.24 $463 - $505
-7 Reduced 0.21%
3,287 $236 Million
Q4 2023

Feb 14, 2024

BUY
$62.71 - $73.08 $206,566 - $240,725
3,294 New
3,294 $231 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 $95.9B
  • 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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