Investment Research & Advisory Group, Inc. Southern CO Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	BUY	$65.39 - $76.51 $21,644 - $25,324	331 New	331 $24,000
Q4 2020 Feb 16, 2021	SELL	$54.62 - $64.17 $11,197 - $13,154	-205 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$43.23 - $70.85 $35,751 - $58,592	-827 Reduced 80.14%	205 $11,000
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $62,260 - $65,903	1,032 New	1,032 $66,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Research & Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Research & Advisory Group, Inc. with notifications on news.

Account