A detailed history of Fonville Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,575 shares of SO stock, worth $399,946. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,575
Previous 4,310 6.15%
Holding current value
$399,946
Previous $334 Million 23.4%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 28, 2024

BUY
$77.0 - $90.52 $20,405 - $23,987
265 Added 6.15%
4,575 $413 Million
Q2 2024

Jul 30, 2024

SELL
$67.77 - $80.71 $23,855 - $28,409
-352 Reduced 7.55%
4,310 $334 Million
Q1 2024

Apr 26, 2024

BUY
$66.25 - $72.24 $308,857 - $336,782
4,662 New
4,662 $334 Million

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 $95.2B
  • 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 Fonville Wealth Management LLC Portfolio

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

News

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