Values First Advisors, Inc. Southern CO Transaction History
Values First Advisors, Inc.
- $179 Million
- Q3 2025
A detailed history of Values First Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Values First Advisors, Inc. holds 7,460 shares of SO stock, worth $675,726. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,460
Previous 7,425
0.47%
Holding current value
$675,726
Previous $681,000
3.67%
% of portfolio
0.4%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding SO
# of Institutions
2,535Shares Held
783MCall Options Held
4.76MPut Options Held
3.62M-
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...