Robertson Stephens Wealth Management, LLC Southern CO Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,622 shares of SO stock, worth $528,692. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,622
Previous 8,704
35.41%
Holding current value
$528,692
Previous $800,000
35.5%
% of portfolio
0.02%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding SO
# of Institutions
2,505Shares Held
751MCall Options Held
5.94MPut Options Held
3.49M-
Vanguard Group Inc Valley Forge, PA106MShares$9.96 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.31 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY63.6MShares$5.98 Billion0.46% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.56 Billion0.21% of portfolio
-
Geode Capital Management, LLC Boston, MA26MShares$2.45 Billion0.17% of portfolio
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...