Summit Financial Wealth Advisors, LLC Southern CO Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,700 shares of SO stock, worth $467,798. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,700
Previous 5,700
-0.0%
Holding current value
$467,798
Previous $442,000
16.06%
% of portfolio
0.1%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding SO
# of Institutions
2,214Shares Held
703MCall Options Held
5.04MPut Options Held
3.43M-
Vanguard Group Inc Valley Forge, PA102MShares$8.38 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$6.38 Billion0.14% of portfolio
-
State Street Corp Boston, MA58.9MShares$4.84 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY54.7MShares$4.49 Billion0.4% of portfolio
-
Capital International Investors Los Angeles, CA28.5MShares$2.34 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 $89.3B
- 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...