First National Bank Of Mount Dora, Trust Investment Services Southern CO Transaction History

First National Bank Of Mount Dora, Trust Investment Services

$423 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	BUY	$65.39 - $76.51 $183,680 - $214,916	2,809 New	2,809 $201,000
Q1 2019 Apr 02, 2019	SELL	$43.72 - $52.53 $408,126 - $490,367	-9,335 Closed	0 $0
Q4 2018 Jan 03, 2019	BUY	$42.79 - $47.56 $17,116 - $19,024	400 Added 4.48%	9,335 $410,000
Q3 2018 Oct 09, 2018	SELL	$42.66 - $49.08 $30,928 - $35,583	-725 Reduced 7.51%	8,935 $389,000
Q2 2018 Jul 13, 2018	SELL	$42.73 - $46.6 $62,642 - $68,315	-1,466 Reduced 13.18%	9,660 $448,000
Q1 2018 Apr 04, 2018	SELL	$42.92 - $47.2 $80,904 - $88,972	-1,885 Reduced 14.49%	11,126 $497,000
Q4 2017 Jan 08, 2018	SELL	$48.05 - $53.25 $27,628 - $30,618	-575 Reduced 4.23%	13,011 $626,000
Q3 2017 Oct 05, 2017	BUY	$47.92 - $50.64 $651,041 - $687,995	13,586	13,586 $667,000

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

705M

Call Options Held

5.04M

Put Options Held

3.43M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$9.16 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.97 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$5.29 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.91 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.56 Billion
0.51% of portfolio

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $97.7B
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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