Spartan Planning & Wealth Management Southern CO Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Southern CO stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,398 shares of SO stock, worth $125,456. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,398
Previous 3
46500.0%
Holding current value
$125,456
Previous $0
Infinity%
% of portfolio
0.11%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SO
# of Institutions
2,215Shares Held
705MCall Options Held
5.04MPut Options Held
3.43M-
Vanguard Group Inc Valley Forge, PA102MShares$9.16 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$6.97 Billion0.14% of portfolio
-
State Street Corp Boston, MA58.9MShares$5.29 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY54.7MShares$4.91 Billion0.4% of portfolio
-
Capital International Investors Los Angeles, CA28.5MShares$2.56 Billion0.51% of portfolio
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...