A detailed history of Optimize Financial Inc transactions in Southern CO stock. As of the latest transaction made, Optimize Financial Inc holds 2,796 shares of SO stock, worth $264,333. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,796
Previous 2,816 0.71%
Holding current value
$264,333
Previous $259 Million 0.84%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Aug 13, 2025

SELL
$84.91 - $92.56 $1,698 - $1,851
-20 Reduced 0.71%
2,796 $257 Million
Q1 2025

May 16, 2025

BUY
$80.96 - $92.96 $227,983 - $261,775
2,816 New
2,816 $259 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 $103B
  • 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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