Summit Trail Advisors, LLC Southern CO Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 30,323 shares of SO stock, worth $2.75 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
30,323
Previous 24,790
22.32%
Holding current value
$2.75 Million
Previous $2.28 Million
26.23%
% of portfolio
0.04%
Previous 0.04%
Shares
28 transactions
Others Institutions Holding SO
# of Institutions
2,534Shares Held
782MCall Options Held
4.68MPut Options Held
3.59M-
Vanguard Group Inc Valley Forge, PA106MShares$9.64 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.04 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY69.8MShares$6.32 Billion0.44% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.36 Billion0.2% of portfolio
-
Capital World Investors Los Angeles, CA33.5MShares$3.04 Billion0.45% of portfolio
About SOUTHERN CO
- Ticker SO
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 1,088,669,952
- Market Cap $98.6B
- 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...