A detailed history of Summit Wealth Partners, LLC transactions in Southern CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,290 shares of SO stock, worth $272,609. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,290
Previous 3,290 -0.0%
Holding current value
$272,609
Previous $255 Million 16.26%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Sep 11, 2024

SELL
$66.25 - $72.24 $5,101 - $5,562
-77 Reduced 2.29%
3,290 $236 Million
Q3 2023

Sep 11, 2024

BUY
$64.72 - $73.09 $14,691 - $16,591
227 Added 7.23%
3,367 $218 Million
Q2 2023

Sep 11, 2024

BUY
$68.97 - $75.66 $1,379 - $1,513
20 Added 0.64%
3,140 $221 Million
Q4 2021

Sep 10, 2024

BUY
$61.1 - $68.58 $190,632 - $213,969
3,120 New
3,120 $214 Million

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $90.2B
  • 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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