Sculati Wealth Management, LLC Southern CO Transaction History

Sculati Wealth Management, LLC

$263 Million
Q2 2025

A detailed history of Sculati Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 13,965 shares of SO stock, worth $1.33 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

13,965

Previous 14,530 3.89%

Holding current value

$1.33 Million

Previous $1.34 Million 4.04%

% of portfolio

0.49%

Previous 0.55%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$84.91 - $92.56 $47,974 - $52,296	-565 Reduced 3.89%	13,965 $1.28 Million
Q1 2025 May 12, 2025	SELL	$80.96 - $92.96 $30,764 - $35,324	-380 Reduced 2.55%	14,530 $1.34 Million
Q4 2024 Feb 26, 2025	SELL	$81.5 - $94.15 $122,250 - $141,225	-1,500 Reduced 9.14%	14,910 $1.23 Million
Q3 2024 Feb 26, 2025	BUY	$77.0 - $90.52 $69,300 - $81,468	900 Added 6.04%	15,810 $1.43 Million
Q3 2024 Nov 22, 2024	BUY	$77.0 - $90.52 $11,550 - $13,578	150 Added 0.92%	16,410 $1.48 Million
Q2 2024 Aug 09, 2024	SELL	$67.77 - $80.71 $10,165 - $12,106	-150 Reduced 0.91%	16,260 $1.26 Million
Q1 2024 May 14, 2024	SELL	$66.25 - $72.24 $145,418 - $158,566	-2,195 Reduced 11.8%	16,410 $1.18 Million
Q4 2023 Feb 12, 2024	SELL	$62.71 - $73.08 $100,963 - $117,658	-1,610 Reduced 7.96%	18,605 $1.3 Million
Q3 2023 Nov 09, 2023	SELL	$64.72 - $73.09 $201,279 - $227,309	-3,110 Reduced 13.33%	20,215 $1.31 Million
Q2 2023 Aug 11, 2023	SELL	$68.97 - $75.66 $180,632 - $198,153	-2,619 Reduced 10.09%	23,325 $1.64 Million
Q1 2023 May 05, 2023	SELL	$62.32 - $72.5 $313,282 - $364,457	-5,027 Reduced 16.23%	25,944 $1.81 Million
Q4 2022 Feb 10, 2023	BUY	$63.44 - $72.26 $572,419 - $652,001	9,023 Added 41.11%	30,971 $2.21 Million
Q3 2022 Nov 15, 2022	BUY	$68.0 - $80.16 $325,584 - $383,806	4,788 Added 27.9%	21,948 $1.49 Million
Q2 2022 Aug 09, 2022	BUY	$65.39 - $76.51 $239,000 - $279,644	3,655 Added 27.06%	17,160 $1.22 Million
Q1 2022 May 10, 2022	BUY	$62.84 - $72.51 $76,979 - $88,824	1,225 Added 9.98%	13,505 $979,000
Q1 2021 May 14, 2021	BUY	$56.72 - $62.32 $696,521 - $765,289	12,280 New	12,280 $763,000

Others Institutions Holding SO

# of Institutions

2,485

Shares Held

752M

Call Options Held

5.94M

Put Options Held

3.59M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $104B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Sculati Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sculati Wealth Management, LLC with notifications on news.

Account

Sculati Wealth Management, LLC Southern CO Transaction History