Strategic Family Wealth Counselors, L.L.C. Southern CO Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$62.71 - $73.08 $1,128 - $1,315	18 Added 0.38%	4,717 $330,000
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $1,294 - $1,461	20 Added 0.43%	4,699 $304,000
Q2 2023 Aug 10, 2023	BUY	$68.97 - $75.66 $322,710 - $354,013	4,679 New	4,679 $328,000

Others Institutions Holding SO

# of Institutions

2,241

Shares Held

708M

Call Options Held

5.02M

Put Options Held

3.41M

Vanguard Group Inc Valley Forge, PA

102M
Shares

$8.55 Billion
0.17% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.51 Billion
0.14% of portfolio
State Street Corp Boston, MA

58.9M
Shares

$4.94 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

54.7M
Shares

$4.59 Billion
0.4% of portfolio
Capital International Investors Los Angeles, CA

28.5M
Shares

$2.39 Billion
0.51% of portfolio

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $91.2B
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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