Morningstar Investment Services LLC Southern CO Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

A detailed history of Morningstar Investment Services LLC transactions in Southern CO stock. As of the latest transaction made, Morningstar Investment Services LLC holds 3,950 shares of SO stock, worth $324,176. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,950
Previous 3,574 10.52%
Holding current value
$324,176
Previous $279,000 27.6%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$77.0 - $90.52 $28,952 - $34,035
376 Added 10.52%
3,950 $356,000
Q2 2024

Aug 13, 2024
BUY
$67.77 - $80.71 $242,209 - $288,457
3,574 New
3,574 $279,000
Q4 2023

Feb 13, 2024
BUY
$62.71 - $73.08 $260,560 - $303,647
4,155 New
4,155 $292,000
Q1 2020

May 04, 2020
SELL
$43.23 - $70.85 $26.9 Million - $44 Million
-621,231 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$60.33 - $63.86 $136,526 - $144,515
2,263 Added 0.37%
621,231 $39.6 Million
Q3 2019

Nov 12, 2019
SELL
$54.84 - $61.98 $548,180 - $619,552
-9,996 Reduced 1.59%
618,968 $38.2 Million
Q2 2019

Aug 13, 2019
SELL
$51.2 - $56.28 $98,252 - $108,001
-1,919 Reduced 0.3%
628,964 $34.8 Million
Q1 2019

May 13, 2019
SELL
$43.72 - $52.53 $875,274 - $1.05 Million
-20,020 Reduced 3.08%
630,883 $32.6 Million
Q4 2018

Feb 14, 2019
SELL
$42.79 - $47.56 $1.63 Million - $1.81 Million
-38,134 Reduced 5.53%
650,903 $28.6 Million
Q3 2018

Nov 08, 2018
SELL
$42.66 - $49.08 $2.37 Million - $2.73 Million
-55,664 Reduced 7.47%
689,037 $30 Million
Q2 2018

Aug 03, 2018
SELL
$42.73 - $46.6 $5.37 Million - $5.86 Million
-125,762 Reduced 14.45%
744,701 $34.5 Million
Q1 2018

May 10, 2018
SELL
$42.92 - $47.2 $7.03 Million - $7.73 Million
-163,738 Reduced 15.83%
870,463 $38.9 Million
Q4 2017

Feb 08, 2018
SELL
$48.05 - $53.25 $3.67 Million - $4.07 Million
-76,448 Reduced 6.88%
1,034,201 $49.7 Million
Q3 2017

Nov 09, 2017
BUY
$47.92 - $50.64 $53.2 Million - $56.2 Million
1,110,649
1,110,649 $54.6 Million

Others Institutions Holding SO

# of Institutions
2,214
Shares Held
703M
Call Options Held
5.04M
Put Options Held
3.43M
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 $89.3B
  • 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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