Hb Wealth Management, LLC Southern CO Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Hb Wealth Management, LLC holds 190,520 shares of SO stock, worth $18.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

190,520

Previous 162,606 17.17%

Holding current value

$18.1 Million

Previous $14.9 Million 20.91%

% of portfolio

0.12%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$90.83 - $96.0 $2.54 Million - $2.68 Million	27,914 Added 17.17%	190,520 $18.1 Million
Q2 2025 Jul 17, 2025	SELL	$84.91 - $92.56 $1.22 Million - $1.33 Million	-14,324 Reduced 8.1%	162,606 $14.9 Million
Q1 2025 May 07, 2025	BUY	$80.96 - $92.96 $167,101 - $191,869	2,064 Added 1.18%	176,930 $16.3 Million
Q4 2024 Jan 15, 2025	BUY	$81.5 - $94.15 $488,266 - $564,052	5,991 Added 3.55%	174,866 $14.4 Million
Q3 2024 Oct 15, 2024	BUY	$77.0 - $90.52 $180,103 - $211,726	2,339 Added 1.4%	168,875 $15.2 Million
Q2 2024 Jul 26, 2024	BUY	$67.77 - $80.71 $670,990 - $799,109	9,901 Added 6.32%	166,536 $12.9 Million
Q1 2024 Apr 30, 2024	BUY	$66.25 - $72.24 $29,481 - $32,146	445 Added 0.28%	156,635 $11.2 Million
Q4 2023 Jan 16, 2024	SELL	$62.71 - $73.08 $454,020 - $529,099	-7,240 Reduced 4.43%	156,190 $11 Million
Q3 2023 Oct 13, 2023	SELL	$64.72 - $73.09 $1.09 Million - $1.23 Million	-16,812 Reduced 9.33%	163,430 $10.6 Million
Q2 2023 Jul 13, 2023	BUY	$68.97 - $75.66 $698,666 - $766,435	10,130 Added 5.95%	180,242 $12.7 Million
Q1 2023 Apr 13, 2023	BUY	$62.32 - $72.5 $236,005 - $274,557	3,787 Added 2.28%	170,112 $11.8 Million
Q4 2022 Jan 20, 2023	BUY	$63.44 - $72.26 $551,420 - $628,083	8,692 Added 5.51%	166,325 $0
Q3 2022 Oct 19, 2022	SELL	$68.0 - $80.16 $61,132 - $72,063	-899 Reduced 0.57%	157,633 $10.7 Million
Q2 2022 Jul 15, 2022	BUY	$65.39 - $76.51 $1.85 Million - $2.17 Million	28,368 Added 21.79%	158,532 $11.3 Million
Q1 2022 May 16, 2022	BUY	$62.84 - $72.51 $1.97 Million - $2.27 Million	31,320 Added 31.69%	130,164 $9.44 Million
Q4 2021 Feb 15, 2022	BUY	$61.1 - $68.58 $6.04 Million - $6.78 Million	98,844 New	98,844 $6.78 Million

Others Institutions Holding SO

# of Institutions

2,502

Shares Held

750M

Call Options Held

5.94M

Put Options Held

3.49M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $103B
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...

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Hb Wealth Management, LLC Southern CO Transaction History