Evercore Wealth Management, LLC Southern CO Transaction History

Evercore Wealth Management, LLC

$6.56 Billion
Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 9,743 shares of SO stock, worth $882,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,743

Previous 10,768 9.52%

Holding current value

$882,520

Previous $988,000 6.58%

% of portfolio

0.01%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$90.83 - $96.0 $93,100 - $98,400	-1,025 Reduced 9.52%	9,743 $923,000
Q2 2025 Aug 14, 2025	SELL	$84.91 - $92.56 $139,931 - $152,538	-1,648 Reduced 13.27%	10,768 $988,000
Q1 2025 May 15, 2025	SELL	$80.96 - $92.96 $2,266 - $2,602	-28 Reduced 0.23%	12,416 $1.14 Million
Q4 2024 Feb 14, 2025	SELL	$81.5 - $94.15 $9,046 - $10,450	-111 Reduced 0.88%	12,444 $1.02 Million
Q3 2024 Nov 14, 2024	SELL	$77.0 - $90.52 $30,800 - $36,208	-400 Reduced 3.09%	12,555 $1.13 Million
Q1 2024 May 15, 2024	SELL	$66.25 - $72.24 $49,356 - $53,818	-745 Reduced 5.44%	12,955 $929,000
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $13,482 - $15,712	-215 Reduced 1.55%	13,700 $960,000
Q3 2023 Nov 14, 2023	SELL	$64.72 - $73.09 $79,282 - $89,535	-1,225 Reduced 8.09%	13,915 $900,000
Q2 2023 Aug 04, 2023	SELL	$68.97 - $75.66 $137,319 - $150,639	-1,991 Reduced 11.62%	15,140 $1.06 Million
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $121,274 - $141,085	1,946 Added 12.82%	17,131 $1.19 Million
Q4 2022 Feb 14, 2023	SELL	$63.44 - $72.26 $116,031 - $132,163	-1,829 Reduced 10.75%	15,185 $1.08 Million
Q3 2022 Nov 14, 2022	SELL	$68.0 - $80.16 $38,692 - $45,611	-569 Reduced 3.24%	17,014 $1.16 Million
Q2 2022 Aug 15, 2022	SELL	$65.39 - $76.51 $32,695 - $38,255	-500 Reduced 2.77%	17,583 $1.25 Million
Q1 2022 May 16, 2022	SELL	$62.84 - $72.51 $53,728 - $61,996	-855 Reduced 4.51%	18,083 $1.31 Million
Q4 2021 Feb 14, 2022	SELL	$61.1 - $68.58 $305 - $342	-5 Reduced 0.03%	18,938 $1.3 Million
Q3 2021 Nov 15, 2021	SELL	$61.34 - $67.32 $1,226 - $1,346	-20 Reduced 0.11%	18,943 $1.17 Million
Q2 2021 Aug 16, 2021	SELL	$60.46 - $66.42 $239,905 - $263,554	-3,968 Reduced 17.3%	18,963 $1.15 Million
Q1 2021 May 17, 2021	SELL	$56.72 - $62.32 $14,747 - $16,203	-260 Reduced 1.12%	22,931 $1.43 Million
Q4 2020 Feb 16, 2021	BUY	$54.62 - $64.17 $18,243 - $21,432	334 Added 1.46%	23,191 $1.43 Million
Q3 2020 Nov 16, 2020	SELL	$51.56 - $55.78 $92,395 - $99,957	-1,792 Reduced 7.27%	22,857 $1.24 Million
Q2 2020 Aug 13, 2020	SELL	$50.14 - $60.33 $21,710 - $26,122	-433 Reduced 1.73%	24,649 $1.28 Million
Q1 2020 May 14, 2020	SELL	$43.23 - $70.85 $8,732 - $14,311	-202 Reduced 0.8%	25,082 $1.36 Million
Q4 2019 Feb 13, 2020	SELL	$60.33 - $63.86 $167,536 - $177,339	-2,777 Reduced 9.9%	25,284 $1.61 Million
Q3 2019 Nov 14, 2019	SELL	$54.84 - $61.98 $51,165 - $57,827	-933 Reduced 3.22%	28,061 $1.73 Million
Q2 2019 Aug 13, 2019	BUY	$51.2 - $56.28 $407,449 - $447,876	7,958 Added 37.83%	28,994 $1.6 Million
Q1 2019 May 14, 2019	SELL	$43.72 - $52.53 $36,375 - $43,704	-832 Reduced 3.8%	21,036 $1.09 Million
Q4 2018 Feb 13, 2019	SELL	$42.79 - $47.56 $78,006 - $86,701	-1,823 Reduced 7.69%	21,868 $961,000
Q3 2018 Nov 13, 2018	BUY	$42.66 - $49.08 $49,954 - $57,472	1,171 Added 5.2%	23,691 $1.03 Million
Q2 2018 Aug 14, 2018	BUY	$42.73 - $46.6 $450,246 - $491,024	10,537 Added 87.93%	22,520 $1.04 Million
Q1 2018 May 15, 2018	SELL	$42.92 - $47.2 $26,181 - $28,792	-610 Reduced 4.84%	11,983 $535,000
Q4 2017 Feb 13, 2018	BUY	$48.05 - $53.25 $36,037 - $39,937	750 Added 6.33%	12,593 $606,000
Q3 2017 Nov 13, 2017	BUY	$47.92 - $50.64 $567,516 - $599,729	11,843	11,843 $582,000

Others Institutions Holding SO

# of Institutions

2,535

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...

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Evercore Wealth Management, LLC Southern CO Transaction History