A detailed history of Executive Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Executive Wealth Management, LLC holds 79,809 shares of SO stock, worth $7.02 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
79,809
Holding current value
$7.02 Million
% of portfolio
0.62%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$77.0 - $90.52 $6.15 Million - $7.22 Million
79,809 New
79,809 $7.2 Million
Q1 2024

May 13, 2024

SELL
$66.25 - $72.24 $73,935 - $80,619
-1,116 Reduced 1.38%
79,978 $5.74 Million
Q4 2023

Jan 26, 2024

BUY
$62.71 - $73.08 $5.09 Million - $5.93 Million
81,094 New
81,094 $5.69 Million
Q3 2019

Oct 30, 2019

BUY
$54.84 - $61.98 $54 - $61
1 Added 0.12%
854 $52,000
Q2 2019

Aug 01, 2019

SELL
$51.2 - $56.28 $12,697 - $13,957
-248 Reduced 22.52%
853 $47,000
Q4 2018

Feb 19, 2019

BUY
$42.79 - $47.56 $47,111 - $52,363
1,101 New
1,101 $48,000

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 $95.7B
  • 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
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