Steel Peak Wealth Management LLC Southern CO Transaction History

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Southern CO stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 7,197 shares of SO stock, worth $654,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,197
Previous 38,758 81.43%
Holding current value
$654,207
Previous $3.19 Million 79.28%
% of portfolio
0.03%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$80.96 - $92.96 $2.56 Million - $2.93 Million
-31,561 Reduced 81.43%
7,197 $661,000
Q4 2024

Jan 22, 2025
SELL
$81.5 - $94.15 $4.74 Million - $5.47 Million
-58,134 Reduced 60.0%
38,758 $3.19 Million
Q3 2024

Oct 25, 2024
BUY
$77.0 - $90.52 $7 Million - $8.22 Million
90,846 Added 1502.58%
96,892 $8.74 Million
Q2 2024

Jul 16, 2024
SELL
$67.77 - $80.71 $188,332 - $224,293
-2,779 Reduced 31.49%
6,046 $468,000
Q1 2024

Apr 17, 2024
BUY
$66.25 - $72.24 $11,991 - $13,075
181 Added 2.09%
8,825 $633,000
Q4 2023

Jan 23, 2024
SELL
$62.71 - $73.08 $305,334 - $355,826
-4,869 Reduced 36.03%
8,644 $606,000
Q3 2023

Nov 02, 2023
BUY
$64.72 - $73.09 $547,854 - $618,706
8,465 Added 167.69%
13,513 $874,000
Q2 2023

Aug 02, 2023
BUY
$68.97 - $75.66 $63,176 - $69,304
916 Added 22.17%
5,048 $354,000
Q3 2022

Oct 26, 2022
SELL
$68.0 - $80.16 $295,256 - $348,054
-4,342 Reduced 51.24%
4,132 $281,000
Q2 2022

Aug 02, 2022
BUY
$65.39 - $76.51 $283,923 - $332,206
4,342 Added 105.08%
8,474 $604,000
Q1 2022

May 10, 2022
SELL
$62.84 - $72.51 $384,769 - $443,978
-6,123 Reduced 59.71%
4,132 $300,000
Q4 2021

Jan 31, 2022
BUY
$61.1 - $68.58 $368,921 - $414,086
6,038 Added 143.18%
10,255 $703,000
Q1 2021

May 18, 2021
SELL
$56.72 - $62.32 $368,623 - $405,017
-6,499 Reduced 60.65%
4,217 $262,000
Q4 2020

Feb 04, 2021
SELL
$54.62 - $64.17 $14,638 - $17,197
-268 Reduced 2.44%
10,716 $658,000
Q3 2020

Oct 26, 2020
SELL
$51.56 - $55.78 $186,131 - $201,365
-3,610 Reduced 24.74%
10,984 $596,000
Q2 2020

Jul 21, 2020
SELL
$50.14 - $60.33 $380,161 - $457,422
-7,582 Reduced 34.19%
14,594 $757,000
Q1 2020

Apr 16, 2020
SELL
$43.23 - $70.85 $518 - $850
-12 Reduced 0.05%
22,176 $1.2 Million
Q4 2019

Feb 06, 2020
BUY
$60.33 - $63.86 $1.34 Million - $1.42 Million
22,188 New
22,188 $1.41 Million

Others Institutions Holding SO

# of Institutions
2,471
Shares Held
718M
Call Options Held
4.99M
Put Options Held
3.1M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $99B
  • 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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