Independent Solutions Wealth Management, LLC Southern CO Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	BUY	$64.72 - $73.09 $19,286 - $21,780	298 Added 9.16%	3,550 $230 Million
Q2 2023 Dec 19, 2024	BUY	$68.97 - $75.66 $5,862 - $6,431	85 Added 2.68%	3,252 $228 Million
Q1 2023 Dec 19, 2024	SELL	$62.32 - $72.5 $30,225 - $35,162	-485 Reduced 13.28%	3,167 $220 Million
Q4 2022 Dec 19, 2024	SELL	$63.44 - $72.26 $28,738 - $32,733	-453 Reduced 11.04%	3,652 $261 Million
Q2 2022 Dec 19, 2024	SELL	$65.39 - $76.51 $4,708 - $5,508	-72 Reduced 1.72%	4,105 $293 Million
Q1 2022 Dec 19, 2024	BUY	$62.84 - $72.51 $21,616 - $24,943	344 Added 8.97%	4,177 $303 Million
Q4 2021 Dec 19, 2024	BUY	$61.1 - $68.58 $234,196 - $262,867	3,833 New	3,833 $263 Million
Q2 2021 Dec 19, 2024	SELL	$60.46 - $66.42 $451,817 - $496,356	-7,473 Closed	0 $0
Q1 2021 Dec 19, 2024	SELL	$56.72 - $62.32 $29,891 - $32,842	-527 Reduced 6.59%	7,473 $465 Million
Q4 2020 Dec 19, 2024	SELL	$54.62 - $64.17 $38,234 - $44,919	-700 Reduced 8.05%	8,000 $491 Million
Q3 2020 Dec 19, 2024	BUY	$51.56 - $55.78 $1,907 - $2,063	37 Added 0.43%	8,700 $472 Million
Q2 2020 Dec 19, 2024	SELL	$50.14 - $60.33 $49,438 - $59,485	-986 Reduced 10.22%	8,663 $449 Million
Q1 2020 Dec 19, 2024	SELL	$43.23 - $70.85 $150,094 - $245,991	-3,472 Reduced 26.46%	9,649 $522 Million
Q4 2019 Dec 13, 2024	BUY	$60.33 - $63.86 $791,589 - $837,907	13,121 New	13,121 $836 Million

Others Institutions Holding SO

# of Institutions

2,215

Shares Held

702M

Call Options Held

5.04M

Put Options Held

3.43M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$8.67 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.6 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$5 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.65 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.42 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 $92.5B
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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