Plante Moran Financial Advisors, LLC Southern CO Transaction History

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 4,350 shares of SO stock, worth $408,726. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,350

Previous 4,336 0.32%

Holding current value

$408,726

Previous $398,000 0.25%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$84.91 - $92.56 $1,188 - $1,295	14 Added 0.32%	4,350 $399,000
Q1 2025 May 08, 2025	SELL	$80.96 - $92.96 $32,545 - $37,369	-402 Reduced 8.48%	4,336 $398,000
Q4 2024 Feb 05, 2025	BUY	$81.5 - $94.15 $49,063 - $56,678	602 Added 14.56%	4,738 $390,000
Q2 2024 Aug 12, 2024	SELL	$67.77 - $80.71 $5,895 - $7,021	-87 Reduced 2.06%	4,136 $320,000
Q1 2024 May 09, 2024	SELL	$66.25 - $72.24 $927 - $1,011	-14 Reduced 0.33%	4,223 $302,000
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $877 - $1,023	14 Added 0.33%	4,237 $297,000
Q3 2023 Nov 07, 2023	BUY	$64.72 - $73.09 $181,086 - $204,505	2,798 Added 196.35%	4,223 $273,000
Q4 2022 Feb 09, 2023	BUY	$63.44 - $72.26 $12,688 - $14,452	200 Added 16.33%	1,425 $101,000
Q3 2022 Nov 02, 2022	BUY	$68.0 - $80.16 $5,440 - $6,412	80 Added 6.99%	1,225 $83,000
Q2 2022 Aug 02, 2022	BUY	$65.39 - $76.51 $1,307 - $1,530	20 Added 1.78%	1,145 $82,000
Q1 2022 May 06, 2022	SELL	$62.84 - $72.51 $16,149 - $18,635	-257 Reduced 18.6%	1,125 $82,000
Q4 2021 Feb 09, 2022	SELL	$61.1 - $68.58 $31,588 - $35,455	-517 Reduced 27.22%	1,382 $95,000
Q3 2021 Nov 08, 2021	BUY	$61.34 - $67.32 $114,705 - $125,888	1,870 Added 6448.28%	1,899 $118,000
Q2 2021 Aug 10, 2021	BUY	$60.46 - $66.42 $120 - $132	2 Added 7.41%	29 $2,000
Q1 2021 May 13, 2021	SELL	$56.72 - $62.32 $304,870 - $334,970	-5,375 Reduced 99.5%	27 $2,000
Q4 2020 Feb 09, 2021	BUY	$54.62 - $64.17 $273,209 - $320,978	5,002 Added 1250.5%	5,402 $332,000
Q3 2018 Nov 09, 2018	SELL	$42.66 - $49.08 $19,154 - $22,036	-449 Reduced 52.89%	400 $17,000
Q2 2018 Jul 26, 2018	BUY	$42.73 - $46.6 $17,775 - $19,385	416 Added 96.07%	849 $39,000
Q3 2017 Nov 08, 2017	BUY	$47.92 - $50.64 $20,749 - $21,927	433	433 $21,000

Others Institutions Holding SO

# of Institutions

2,481

Shares Held

745M

Call Options Held

4.82M

Put Options Held

4.05M

View Full List

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...

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Plante Moran Financial Advisors, LLC Southern CO Transaction History