A detailed history of Naviter Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Naviter Wealth, LLC holds 24,483 shares of SO stock, worth $2.04 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
24,483
Previous 23,947 2.24%
Holding current value
$2.04 Million
Previous $1.86 Million 18.85%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Oct 16, 2024

BUY
$77.0 - $90.52 $41,272 - $48,518
536 Added 2.24%
24,483 $2.21 Million
Q2 2024

Aug 01, 2024

BUY
$67.77 - $80.71 $100,231 - $119,370
1,479 Added 6.58%
23,947 $1.86 Million
Q1 2024

Apr 18, 2024

BUY
$66.25 - $72.24 $146,346 - $159,578
2,209 Added 10.9%
22,468 $1.61 Million
Q4 2023

Feb 05, 2024

BUY
$62.71 - $73.08 $275,924 - $321,552
4,400 Added 27.74%
20,259 $1.42 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $67,697 - $76,452
1,046 Added 7.06%
15,859 $1.03 Million
Q2 2023

Jul 20, 2023

BUY
$68.97 - $75.66 $85,315 - $93,591
1,237 Added 9.11%
14,813 $1.04 Million
Q1 2023

Apr 12, 2023

BUY
$62.32 - $72.5 $846,056 - $984,260
13,576 New
13,576 $944,000

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 $90.7B
  • 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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