A detailed history of Keel Point, LLC transactions in Southern CO stock. As of the latest transaction made, Keel Point, LLC holds 94,085 shares of SO stock, worth $8.47 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
94,085
Previous 88,648 6.13%
Holding current value
$8.47 Million
Previous $6.36 Million 14.77%
% of portfolio
0.65%
Previous 0.65%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $368,465 - $438,820
5,437 Added 6.13%
94,085 $7.3 Million
Q1 2024

Apr 16, 2024

BUY
$66.25 - $72.24 $44,917 - $48,978
678 Added 0.77%
88,648 $6.36 Million
Q4 2023

Jan 30, 2024

SELL
$62.71 - $73.08 $160,788 - $187,377
-2,564 Reduced 2.83%
87,970 $6.17 Million
Q3 2023

Oct 26, 2023

BUY
$64.72 - $73.09 $86,854 - $98,086
1,342 Added 1.5%
90,534 $5.86 Million
Q2 2023

Jul 12, 2023

BUY
$68.97 - $75.66 $64,969 - $71,271
942 Added 1.07%
89,192 $6.27 Million
Q1 2023

Apr 03, 2023

BUY
$62.32 - $72.5 $30,287 - $35,235
486 Added 0.55%
88,250 $6.14 Million
Q4 2022

Jan 17, 2023

BUY
$63.44 - $72.26 $5.57 Million - $6.34 Million
87,764 New
87,764 $0
Q2 2022

Aug 11, 2022

SELL
$65.39 - $76.51 $192,181 - $224,862
-2,939 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$62.84 - $72.51 $184,686 - $213,106
2,939 New
2,939 $213,000
Q3 2021

Nov 04, 2021

SELL
$61.34 - $67.32 $0 - $0
0 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$60.46 - $66.42 $0 - $0
0 New
0 $225,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $98B
  • 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

Track Keel Point, LLC Portfolio

Follow Keel Point, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.