A detailed history of Mendel Money Management transactions in Southern CO stock. As of the latest transaction made, Mendel Money Management holds 10,191 shares of SO stock, worth $892,731. This represents 0.42% of its overall portfolio holdings.

Number of Shares
10,191
Previous 10,191 -0.0%
Holding current value
$892,731
Previous $790,000 16.2%
% of portfolio
0.42%
Previous 0.38%

Shares

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

Aug 13, 2024

BUY
$67.77 - $80.71 $6,099 - $7,263
90 Added 0.89%
10,191 $790,000
Q1 2024

May 01, 2024

BUY
$66.25 - $72.24 $27,692 - $30,196
418 Added 4.32%
10,101 $724,000
Q4 2023

Feb 14, 2024

BUY
$62.71 - $73.08 $607,220 - $707,633
9,683 New
9,683 $678,000
Q3 2023

Nov 13, 2023

BUY
$64.72 - $73.09 $71,192 - $80,399
1,100 Added 12.92%
9,613 $622,000
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $11,035 - $12,105
160 Added 1.92%
8,513 $598,000
Q1 2023

May 10, 2023

BUY
$62.32 - $72.5 $2,305 - $2,682
37 Added 0.44%
8,353 $581,000
Q4 2022

Feb 13, 2023

BUY
$63.44 - $72.26 $951 - $1,083
15 Added 0.18%
8,316 $593,000
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $147,900 - $174,348
2,175 Added 35.5%
8,301 $564,000
Q2 2022

Aug 15, 2022

SELL
$65.39 - $76.51 $128,818 - $150,724
-1,970 Reduced 24.33%
6,126 $437,000
Q1 2022

May 16, 2022

BUY
$62.84 - $72.51 $508,752 - $587,040
8,096 New
8,096 $587,000

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 $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
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