A detailed history of Nicolet Advisory Services, LLC transactions in Southern CO stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 5,434 shares of SO stock, worth $487,647. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,434
Previous 5,418 0.3%
Holding current value
$487,647
Previous $420,000 16.43%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$77.0 - $90.52 $1,232 - $1,448
16 Added 0.3%
5,434 $489,000
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $2,371 - $2,824
35 Added 0.65%
5,418 $420,000
Q1 2024

May 09, 2024

BUY
$66.25 - $72.24 $116,136 - $126,636
1,753 Added 48.29%
5,383 $386,000
Q4 2023

Feb 13, 2024

SELL
$62.71 - $73.08 $29,536 - $34,420
-471 Reduced 11.49%
3,630 $254,000
Q3 2023

Nov 07, 2023

BUY
$64.72 - $73.09 $5,954 - $6,724
92 Added 2.29%
4,101 $265,000
Q2 2023

Aug 09, 2023

BUY
$68.97 - $75.66 $3,448 - $3,783
50 Added 1.26%
4,009 $281,000
Q1 2023

May 09, 2023

BUY
$62.32 - $72.5 $13,149 - $15,297
211 Added 5.63%
3,959 $275,000
Q3 2022

Nov 10, 2022

BUY
$68.0 - $80.16 $2,924 - $3,446
43 Added 1.16%
3,748 $240,000
Q1 2022

May 10, 2022

BUY
$62.84 - $72.51 $13,259 - $15,299
211 Added 6.04%
3,705 $283,000
Q3 2021

Nov 16, 2021

BUY
$61.34 - $67.32 $429 - $471
7 Added 0.2%
3,494 $217,000
Q2 2021

Aug 11, 2021

BUY
$60.46 - $66.42 $60 - $66
1 Added 0.03%
3,487 $211,000
Q1 2021

May 03, 2021

SELL
$56.72 - $62.32 $14,463 - $15,891
-255 Reduced 6.82%
3,486 $217,000
Q4 2020

Feb 09, 2021

BUY
$54.62 - $64.17 $163 - $192
3 Added 0.08%
3,741 $230,000
Q3 2020

Oct 27, 2020

SELL
$51.56 - $55.78 $52,952 - $57,286
-1,027 Reduced 21.55%
3,738 $203,000
Q2 2020

Aug 14, 2020

SELL
$50.14 - $60.33 $23,415 - $28,174
-467 Reduced 8.93%
4,765 $247,000
Q1 2020

Apr 21, 2020

BUY
$43.23 - $70.85 $53,389 - $87,499
1,235 Added 30.9%
5,232 $283,000
Q4 2019

Jan 23, 2020

BUY
$60.33 - $63.86 $60 - $63
1 Added 0.03%
3,997 $255,000
Q3 2019

Oct 22, 2019

BUY
$54.84 - $61.98 $164 - $185
3 Added 0.08%
3,996 $247,000
Q2 2019

Jul 26, 2019

BUY
$51.2 - $56.28 $2,508 - $2,757
49 Added 1.24%
3,993 $221,000
Q1 2019

May 10, 2019

BUY
$43.72 - $52.53 $172,431 - $207,178
3,944 New
3,944 $204,000

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 $97.7B
  • 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
Track This Portfolio

Track Nicolet Advisory Services, LLC Portfolio

Follow Nicolet Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicolet Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicolet Advisory Services, LLC with notifications on news.