Harel Insurance Investments & Financial Services Ltd. Southern CO Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	BUY	$68.0 - $80.16 $151,164 - $178,195	2,223 New	2,223 $154,000
Q3 2021 Oct 25, 2021	SELL	$61.34 - $67.32 $144,026 - $158,067	-2,348 Closed	0 $0
Q2 2021 Jul 26, 2021	SELL	$60.46 - $66.42 $70,194 - $77,113	-1,161 Reduced 33.09%	2,348 $463,000
Q1 2021 Apr 27, 2021	BUY	$56.72 - $62.32 $6,806 - $7,478	120 Added 3.54%	3,509 $729,000
Q4 2020 Jan 26, 2021	BUY	$54.62 - $64.17 $13,327 - $15,657	244 Added 7.76%	3,389 $635,000
Q3 2020 Oct 20, 2020	BUY	$51.56 - $55.78 $162,156 - $175,428	3,145 New	3,145 $171,000
Q2 2020 Jul 14, 2020	SELL	$50.14 - $60.33 $84,034 - $101,113	-1,676 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$43.23 - $70.85 $25,289 - $41,447	585 Added 53.62%	1,676 $91,000
Q4 2019 Jan 23, 2020	SELL	$60.33 - $63.86 $362,522 - $383,734	-6,009 Reduced 84.63%	1,091 $69,000
Q3 2019 Nov 06, 2019	BUY	$54.84 - $61.98 $366,331 - $414,026	6,680 Added 1590.48%	7,100 $439,000
Q2 2019 Jul 22, 2019	BUY	$51.2 - $56.28 $1,177 - $1,294	23 Added 5.79%	420 $23,000
Q1 2019 Apr 18, 2019	SELL	$43.72 - $52.53 $3,410 - $4,097	-78 Reduced 16.42%	397 $21,000
Q4 2018 Jan 29, 2019	BUY	$42.79 - $47.56 $4,749 - $5,279	111 Added 30.49%	475 $21,000
Q4 2017 Feb 01, 2018	SELL	$48.05 - $53.25 $48,050 - $53,250	-1,000 Reduced 73.31%	364 $18,000
Q3 2017 Nov 02, 2017	BUY	$47.92 - $50.64 $65,362 - $69,072	1,364	1,364 $67,000

Others Institutions Holding SO

# of Institutions

2,212

Shares Held

704M

Call Options Held

5.04M

Put Options Held

3.43M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$8.94 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.81 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$5.16 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.79 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.5 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 $95.4B
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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