A detailed history of Fulcrum Equity Management transactions in Southern CO stock. As of the latest transaction made, Fulcrum Equity Management holds 3,627 shares of SO stock, worth $325,486. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,627
Previous 3,992 9.14%
Holding current value
$325,486
Previous $309,000 5.83%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Nov 21, 2024

SELL
$77.0 - $90.52 $28,105 - $33,039
-365 Reduced 9.14%
3,627 $327,000
Q2 2024

Jul 19, 2024

BUY
$67.77 - $80.71 $58,553 - $69,733
864 Added 27.62%
3,992 $309,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $202,444 - $228,625
3,128 New
3,128 $202,000

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 $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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