Moneta Group Investment Advisors LLC Southern CO Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 7,587 shares of SO stock, worth $691,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,587
Previous 6,558 15.69%
Holding current value
$691,479
Previous $603,000 15.42%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$84.91 - $92.56 $87,372 - $95,244
1,029 Added 15.69%
7,587 $696,000
Q1 2025

May 15, 2025
SELL
$80.96 - $92.96 $48,171 - $55,311
-595 Reduced 8.32%
6,558 $603,000
Q4 2024

Feb 11, 2025
BUY
$81.5 - $94.15 $52,649 - $60,820
646 Added 9.93%
7,153 $588,000
Q3 2024

Nov 12, 2024
BUY
$77.0 - $90.52 $28,259 - $33,220
367 Added 5.98%
6,507 $586,000
Q2 2024

Aug 13, 2024
BUY
$67.77 - $80.71 $18,907 - $22,518
279 Added 4.76%
6,140 $476,000
Q1 2024

Aug 13, 2024
BUY
$66.25 - $72.24 $66,382 - $72,384
1,002 Added 20.62%
5,861 $420,000
Q4 2023

Feb 15, 2024
BUY
$62.71 - $73.08 $38,880 - $45,309
620 Added 14.63%
4,859 $340,000
Q3 2023

Nov 15, 2023
SELL
$64.72 - $73.09 $120,508 - $136,093
-1,862 Reduced 30.52%
4,239 $274,000
Q2 2023

Aug 15, 2023
BUY
$68.97 - $75.66 $45,382 - $49,784
658 Added 12.09%
6,101 $428,000
Q1 2023

May 15, 2023
BUY
$62.32 - $72.5 $49,108 - $57,130
788 Added 16.93%
5,443 $378,000
Q4 2022

Feb 16, 2023
SELL
$63.44 - $72.26 $32,608 - $37,141
-514 Reduced 9.94%
4,655 $332,000
Q4 2022

Feb 16, 2023
SELL
$63.44 - $72.26 $328 Million - $373 Million
-5,164,009 Reduced 99.9%
5,169 $369,000
Q4 2022

Feb 15, 2023
BUY
$63.44 - $72.26 $328 Million - $374 Million
5,169,178 New
5,169,178 $369 Million
Q2 2022

Aug 15, 2022
BUY
$65.39 - $76.51 $5,688 - $6,656
87 Added 2.0%
4,431 $316,000
Q1 2022

May 11, 2022
BUY
$62.84 - $72.51 $272,976 - $314,983
4,344 New
4,344 $315,000
Q3 2021

Nov 12, 2021
SELL
$61.34 - $67.32 $400,427 - $439,464
-6,528 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$60.46 - $66.42 $41,596 - $45,696
688 Added 11.78%
6,528 $395,000
Q1 2021

May 14, 2021
BUY
$56.72 - $62.32 $70,843 - $77,837
1,249 Added 27.21%
5,840 $363,000
Q4 2020

Feb 12, 2021
BUY
$54.62 - $64.17 $250,760 - $294,604
4,591 New
4,591 $282,000
Q1 2020

May 13, 2020
SELL
$43.23 - $70.85 $155,411 - $254,705
-3,595 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$60.33 - $63.86 $3,016 - $3,193
50 Added 1.41%
3,595 $229,000
Q3 2019

Nov 12, 2019
BUY
$54.84 - $61.98 $194,407 - $219,719
3,545 New
3,545 $219,000
Q2 2019

Aug 13, 2019
SELL
$51.2 - $56.28 $195,174 - $214,539
-3,812 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$43.72 - $52.53 $166,660 - $200,244
3,812 New
3,812 $197,000
Q3 2018

Nov 13, 2018
SELL
$42.66 - $49.08 $486,878 - $560,150
-11,413 Closed
0 $0
Q2 2018

Aug 15, 2018
SELL
$42.73 - $46.6 $15,468 - $16,869
-362 Reduced 3.07%
11,413 $529,000
Q2 2018

Aug 15, 2018
SELL
$42.73 - $46.6 $233,305 - $254,436
-5,460 Reduced 31.68%
11,775 $529,000
Q2 2018

Aug 14, 2018
BUY
$42.73 - $46.6 $335,558 - $365,949
7,853 Added 83.7%
17,235 $800,000
Q1 2018

May 14, 2018
BUY
$42.92 - $47.2 $208,762 - $229,580
4,864 Added 107.66%
9,382 $403,000
Q4 2017

Feb 13, 2018
SELL
$48.05 - $53.25 $5,285 - $5,857
-110 Reduced 2.38%
4,518 $217,000
Q3 2017

Nov 13, 2017
BUY
$47.92 - $50.64 $221,773 - $234,361
4,628
4,628 $227,000

Others Institutions Holding SO

# of Institutions
2,505
Shares Held
756M
Call Options Held
5.93M
Put Options Held
3.48M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $99.2B
  • 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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