Heritage Wealth Management, Inc. Southern CO Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Southern CO stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,456 shares of SO stock, worth $403,624. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,456
Previous 4,456
-0.0%
Holding current value
$403,624
Previous $409 Million
3.2%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SO
# of Institutions
2,537Shares Held
783MCall Options Held
4.76MPut Options Held
3.62M-
Vanguard Group Inc Valley Forge, PA106MShares$9.64 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.04 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY69.8MShares$6.32 Billion0.44% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.36 Billion0.2% of portfolio
-
Capital World Investors Los Angeles, CA33.5MShares$3.04 Billion0.45% of portfolio
About SOUTHERN CO
- Ticker SO
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 1,088,669,952
- Market Cap $98.6B
- 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...