A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 147 shares of SO stock, worth $13,812. This represents 0.02% of its overall portfolio holdings.

Number of Shares
147
Previous 914 83.92%
Holding current value
$13,812
Previous $84 Million 83.93%
% of portfolio
0.02%
Previous 0.16%

Shares

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

Jul 28, 2025

SELL
$84.91 - $92.56 $65,125 - $70,993
-767 Reduced 83.92%
147 $13.5 Million
Q1 2025

May 05, 2025

BUY
$80.96 - $92.96 $60,396 - $69,348
746 Added 444.05%
914 $84 Million
Q4 2024

Feb 10, 2025

BUY
$81.5 - $94.15 $13,692 - $15,817
168 New
168 $13.8 Million

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 $102B
  • 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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