A detailed history of Epg Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Epg Wealth Management LLC holds 17,129 shares of SO stock, worth $1.43 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
17,129
Previous 0 Infinity%
Holding current value
$1.43 Million
Previous $0 Infinity%
% of portfolio
0.39%
Previous 100.0%

Shares

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

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.7B
  • 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 Epg Wealth Management LLC Portfolio

Follow Epg 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

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