Kingswood Wealth Advisors, LLC Southern CO Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,751 shares of SO stock, worth $1.84 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
23,751
Previous 25,962
8.52%
Holding current value
$1.84 Million
Previous $1.82 Billion
6.4%
% of portfolio
0.2%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SO
# of Institutions
1,972Shares Held
670MCall Options Held
5MPut Options Held
2.15M-
Vanguard Group Inc Valley Forge, PA100MShares$7.76 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$6.03 Billion0.13% of portfolio
-
State Street Corp Boston, MA57.8MShares$4.48 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY30.2MShares$2.34 Billion0.2% of portfolio
-
Massachusetts Financial Services CO Boston, MA26.3MShares$2.04 Billion0.59% of portfolio
About SOUTHERN CO
- Ticker SO
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 1,088,669,952
- Market Cap $84.4B
- 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...