Epg Wealth Management LLC Southern CO Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Epg Wealth Management LLC holds 16,273 shares of SO stock, worth $1.47 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

16,273

Previous 15,920 2.22%

Holding current value

$1.47 Million

Previous $1.46 Billion 5.49%

% of portfolio

0.42%

Previous 0.44%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$90.83 - $96.0 $32,062 - $33,888	353 Added 2.22%	16,273 $1.54 Billion
Q2 2025 Aug 05, 2025	SELL	$84.91 - $92.56 $118,109 - $128,750	-1,391 Reduced 8.04%	15,920 $1.46 Billion
Q1 2025 May 13, 2025	BUY	$80.96 - $92.96 $29,469 - $33,837	364 Added 2.15%	17,311 $1.59 Billion
Q4 2024 Feb 14, 2025	SELL	$81.5 - $94.15 $14,833 - $17,135	-182 Reduced 1.06%	16,947 $1.4 Billion
Q3 2024 Nov 13, 2024	BUY	$77.0 - $90.52 $1.32 Million - $1.55 Million	17,129 New	17,129 $1.54 Billion

Q2 2024 Aug 13, 2024	SELL	$67.77 - $80.71 $696,201 - $829,133	-10,273 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$66.25 - $72.24 $1,590 - $1,733	24 Added 0.23%	10,273 $736,000
Q4 2023 Feb 14, 2024	BUY	$62.71 - $73.08 $250 - $292	4 Added 0.04%	10,249 $718,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $1,876 - $2,119	29 Added 0.28%	10,245 $663,000
Q2 2023 Aug 15, 2023	BUY	$68.97 - $75.66 $1,517 - $1,664	22 Added 0.22%	10,216 $717,000
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $23,307 - $27,115	374 Added 3.81%	10,194 $709,000
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $1,395 - $1,589	22 Added 0.22%	9,820 $701,000
Q3 2022 Nov 15, 2022	SELL	$68.0 - $80.16 $1,292 - $1,523	-19 Reduced 0.19%	9,798 $666,000
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $4,577 - $5,355	-70 Reduced 0.71%	9,817 $700,000
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $60,326 - $69,609	960 Added 10.75%	9,887 $717,000
Q4 2021 Feb 14, 2022	BUY	$61.1 - $68.58 $134,664 - $151,150	2,204 Added 32.78%	8,927 $612,000
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $4,048 - $4,443	66 Added 0.99%	6,723 $417,000
Q2 2021 Aug 09, 2021	SELL	$60.46 - $66.42 $3,325 - $3,653	-55 Reduced 0.82%	6,657 $403,000
Q1 2021 May 10, 2021	BUY	$56.72 - $62.32 $380,704 - $418,291	6,712 New	6,712 $417,000
Q3 2020 Nov 02, 2020	SELL	$51.56 - $55.78 $220,367 - $238,403	-4,274 Closed	0 $0
Q2 2020 Aug 06, 2020	SELL	$50.14 - $60.33 $80,524 - $96,889	-1,606 Reduced 27.31%	4,274 $222,000
Q1 2020 May 05, 2020	BUY	$43.23 - $70.85 $52,178 - $85,515	1,207 Added 25.83%	5,880 $319,000
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $281,922 - $298,417	4,673 New	4,673 $298,000

Others Institutions Holding SO

# of Institutions

2,537

Shares Held

783M

Call Options Held

4.76M

Put Options Held

3.62M

View Full List

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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Epg Wealth Management LLC Southern CO Transaction History