A detailed history of Tortoise Investment Management, LLC transactions in Southern CO stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 519 shares of SO stock, worth $50,041. This represents 0.0% of its overall portfolio holdings.

Number of Shares
519
Previous 502 3.39%
Holding current value
$50,041
Previous $46,000 2.17%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$84.91 - $92.56 $1,443 - $1,573
17 Added 3.39%
519 $47,000
Q4 2024

Aug 07, 2025

BUY
$81.5 - $94.15 $978 - $1,129
12 Added 2.45%
502 $41,000
Q4 2024

Feb 07, 2025

BUY
$81.5 - $94.15 $978 - $1,129
12 Added 2.45%
502 $41,000
Q4 2023

Aug 07, 2025

SELL
$62.71 - $73.08 $752 - $876
-12 Reduced 2.39%
490 $34,000
Q3 2023

Aug 07, 2025

SELL
$64.72 - $73.09 $776 - $877
-12 Reduced 2.39%
490 $31,000
Q4 2022

Feb 03, 2023

SELL
$63.44 - $72.26 $13,322 - $15,174
-210 Reduced 30.0%
490 $34,000
Q2 2022

Aug 03, 2022

SELL
$65.39 - $76.51 $15,235 - $17,826
-233 Reduced 24.97%
700 $50,000
Q1 2022

May 06, 2022

BUY
$62.84 - $72.51 $2,073 - $2,392
33 Added 3.67%
933 $68,000
Q2 2021

Jul 30, 2021

BUY
$60.46 - $66.42 $50,484 - $55,460
835 Added 1284.62%
900 $54,000
Q1 2021

May 05, 2021

BUY
$56.72 - $62.32 $3,686 - $4,050
65 New
65 $4,000

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 $105B
  • 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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