First Trust Advisors LP Southern CO Transaction History

First Trust Advisors LP

  • $127 Billion
  • Q3 2025

A detailed history of First Trust Advisors LP transactions in Southern CO stock. As of the latest transaction made, First Trust Advisors LP holds 981,421 shares of SO stock, worth $89 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
981,421
Previous 870,513 12.74%
Holding current value
$89 Million
Previous $79.9 Million 16.35%
% of portfolio
0.07%
Previous 0.07%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$90.83 - $96.0 $10.1 Million - $10.6 Million
110,908 Added 12.74%
981,421 $93 Million
Q2 2025

Aug 13, 2025
SELL
$84.91 - $92.56 $10 Million - $10.9 Million
-117,942 Reduced 11.93%
870,513 $79.9 Million
Q1 2025

May 14, 2025
BUY
$80.96 - $92.96 $17 Million - $19.5 Million
209,681 Added 26.92%
988,455 $90.9 Million
Q4 2024

Feb 13, 2025
BUY
$81.5 - $94.15 $10.9 Million - $12.6 Million
133,908 Added 20.77%
778,774 $64.1 Million
Q3 2024

Nov 13, 2024
BUY
$77.0 - $90.52 $160,930 - $189,186
2,090 Added 0.33%
644,866 $58.1 Million
Q2 2024

Aug 13, 2024
SELL
$67.77 - $80.71 $110 Million - $131 Million
-1,620,669 Reduced 71.6%
642,776 $49.9 Million
Q1 2024

May 13, 2024
SELL
$66.25 - $72.24 $3.52 Million - $3.84 Million
-53,185 Reduced 2.3%
2,263,445 $162 Million
Q4 2023

Feb 13, 2024
SELL
$62.71 - $73.08 $21.7 Million - $25.2 Million
-345,429 Reduced 12.98%
2,316,630 $162 Million
Q3 2023

Nov 13, 2023
SELL
$64.72 - $73.09 $2.36 Million - $2.67 Million
-36,462 Reduced 1.35%
2,662,059 $172 Million
Q2 2023

Aug 14, 2023
SELL
$68.97 - $75.66 $17.2 Million - $18.9 Million
-249,321 Reduced 8.46%
2,698,521 $190 Million
Q1 2023

May 15, 2023
BUY
$62.32 - $72.5 $20.6 Million - $24 Million
330,943 Added 12.65%
2,947,842 $205 Million
Q4 2022

Feb 09, 2023
BUY
$63.44 - $72.26 $52.2 Million - $59.5 Million
823,439 Added 45.91%
2,616,899 $187 Million
Q3 2022

Nov 14, 2022
SELL
$68.0 - $80.16 $11.4 Million - $13.4 Million
-167,484 Reduced 8.54%
1,793,460 $122 Million
Q2 2022

Aug 12, 2022
BUY
$65.39 - $76.51 $17.2 Million - $20.2 Million
263,662 Added 15.53%
1,960,944 $140 Million
Q1 2022

May 13, 2022
BUY
$62.84 - $72.51 $994,568 - $1.15 Million
15,827 Added 0.94%
1,697,282 $123 Million
Q4 2021

Feb 08, 2022
SELL
$61.1 - $68.58 $6.25 Million - $7.01 Million
-102,228 Reduced 5.73%
1,681,455 $115 Million
Q3 2021

Nov 15, 2021
SELL
$61.34 - $67.32 $2.77 Million - $3.04 Million
-45,200 Reduced 2.47%
1,783,683 $111 Million
Q2 2021

Oct 12, 2021
SELL
$60.46 - $66.42 $25.1 Million - $27.5 Million
-414,695 Reduced 18.48%
1,828,883 $111 Million
Q2 2021

Aug 16, 2021
BUY
$60.46 - $66.42 $23.9 Million - $26.3 Million
395,577 Added 21.41%
2,243,578 $136 Million
Q1 2021

May 14, 2021
BUY
$56.72 - $62.32 $8.75 Million - $9.62 Million
154,346 Added 9.11%
1,848,001 $115 Million
Q4 2020

Feb 02, 2021
SELL
$54.62 - $64.17 $6.05 Million - $7.11 Million
-110,783 Reduced 6.14%
1,693,655 $104 Million
Q3 2020

Nov 05, 2020
BUY
$51.56 - $55.78 $8.56 Million - $9.26 Million
165,964 Added 10.13%
1,804,438 $97.8 Million
Q2 2020

Jul 22, 2020
SELL
$50.14 - $60.33 $18.6 Million - $22.4 Million
-370,901 Reduced 18.46%
1,638,474 $85 Million
Q1 2020

May 06, 2020
SELL
$43.23 - $70.85 $20.7 Million - $34 Million
-479,622 Reduced 19.27%
2,009,375 $109 Million
Q4 2019

Feb 03, 2020
BUY
$60.33 - $63.86 $20 Million - $21.2 Million
332,223 Added 15.4%
2,488,997 $159 Million
Q3 2019

Nov 04, 2019
BUY
$54.84 - $61.98 $13 Million - $14.7 Million
236,659 Added 12.33%
2,156,774 $133 Million
Q2 2019

Jul 30, 2019
BUY
$51.2 - $56.28 $18.8 Million - $20.7 Million
367,221 Added 23.65%
1,920,115 $106 Million
Q1 2019

May 09, 2019
SELL
$43.72 - $52.53 $4.36 Million - $5.23 Million
-99,648 Reduced 6.03%
1,552,894 $80.3 Million
Q4 2018

Feb 07, 2019
BUY
$42.79 - $47.56 $8.38 Million - $9.32 Million
195,953 Added 13.45%
1,652,542 $72.6 Million
Q3 2018

Oct 25, 2018
BUY
$42.66 - $49.08 $3.06 Million - $3.52 Million
71,821 Added 5.19%
1,456,589 $63.5 Million
Q2 2018

Aug 02, 2018
SELL
$42.73 - $46.6 $688,380 - $750,726
-16,110 Reduced 1.15%
1,384,768 $64.1 Million
Q1 2018

Apr 23, 2018
BUY
$42.92 - $47.2 $6.55 Million - $7.21 Million
152,649 Added 12.23%
1,400,878 $62.6 Million
Q4 2017

Feb 08, 2018
SELL
$48.05 - $53.25 $44.5 Million - $49.3 Million
-926,339 Reduced 42.6%
1,248,229 $60 Million
Q3 2017

Oct 24, 2017
BUY
$47.92 - $50.64 $104 Million - $110 Million
2,174,568
2,174,568 $107 Million

Others Institutions Holding SO

# of Institutions
2,527
Shares Held
785M
Call Options Held
4.93M
Put Options Held
3.72M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98.7B
  • 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 First Trust Advisors LP Portfolio

Follow First Trust Advisors LP 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 First Trust Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on First Trust Advisors LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email