A detailed history of Warren Averett Asset Management, LLC transactions in Southern CO stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 91,668 shares of SO stock, worth $7.16 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
91,668
Previous 74,983 22.25%
Holding current value
$7.16 Million
Previous $5.26 Million 25.09%
% of portfolio
0.16%
Previous 0.2%

Shares

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

May 15, 2024

BUY
$66.25 - $72.24 $1.11 Million - $1.21 Million
16,685 Added 22.25%
91,668 $6.58 Million
Q4 2023

Feb 14, 2024

SELL
$62.71 - $73.08 $458,410 - $534,214
-7,310 Reduced 8.88%
74,983 $5.26 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $418,932 - $473,111
6,473 Added 8.54%
82,293 $5.33 Million
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $325,538 - $357,115
4,720 Added 6.64%
75,820 $5.33 Million
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $270,842 - $315,085
4,346 Added 6.51%
71,100 $4.95 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $530,421 - $604,165
8,361 Added 14.32%
66,754 $4.77 Million
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $1.17 Million - $1.38 Million
17,210 Added 41.79%
58,393 $3.97 Million
Q2 2022

Aug 15, 2022

BUY
$65.39 - $76.51 $607,996 - $711,389
9,298 Added 29.16%
41,183 $2.94 Million
Q1 2022

May 17, 2022

BUY
$62.84 - $72.51 $49,643 - $57,282
790 Added 2.54%
31,885 $2.31 Million
Q4 2021

Feb 15, 2022

SELL
$61.1 - $68.58 $117,800 - $132,222
-1,928 Reduced 5.84%
31,095 $2.08 Million
Q3 2021

Nov 15, 2021

SELL
$61.34 - $67.32 $4,293 - $4,712
-70 Reduced 0.21%
33,023 $2.08 Million
Q2 2021

Aug 17, 2021

BUY
$60.46 - $66.42 $251,815 - $276,639
4,165 Added 14.4%
33,093 $2.17 Million
Q1 2021

May 24, 2021

BUY
$56.72 - $62.32 $550,807 - $605,189
9,711 Added 50.53%
28,928 $1.85 Million
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $101,265 - $118,971
1,854 Added 10.68%
19,217 $1.18 Million
Q3 2020

Nov 02, 2020

BUY
$51.56 - $55.78 $3,815 - $4,127
74 Added 0.43%
17,363 $998,000
Q2 2020

Aug 17, 2020

SELL
$50.14 - $60.33 $23,766 - $28,596
-474 Reduced 2.67%
17,289 $951,000
Q1 2020

May 14, 2020

BUY
$43.23 - $70.85 $15,778 - $25,860
365 Added 2.1%
17,763 $962,000
Q4 2019

Feb 07, 2020

SELL
$60.33 - $63.86 $3,921 - $4,150
-65 Reduced 0.37%
17,398 $1.2 Million
Q3 2019

Nov 12, 2019

BUY
$54.84 - $61.98 $60,378 - $68,239
1,101 Added 6.73%
17,463 $1.08 Million
Q2 2019

Aug 12, 2019

SELL
$51.2 - $56.28 $796,160 - $875,154
-15,550 Reduced 48.73%
16,362 $904,000
Q1 2019

May 06, 2019

BUY
$43.72 - $52.53 $32,090 - $38,557
734 Added 2.35%
31,912 $1.65 Million
Q4 2018

Feb 13, 2019

BUY
$42.79 - $47.56 $673,899 - $749,022
15,749 Added 102.07%
31,178 $1.37 Million
Q3 2018

Nov 05, 2018

SELL
$42.66 - $49.08 $59,169 - $68,073
-1,387 Reduced 8.25%
15,429 $673,000
Q2 2018

Aug 02, 2018

BUY
$42.73 - $46.6 $59,351 - $64,727
1,389 Added 9.0%
16,816 $779,000
Q1 2018

May 04, 2018

SELL
$42.92 - $47.2 $872,263 - $959,245
-20,323 Reduced 56.85%
15,427 $689,000
Q4 2017

Feb 12, 2018

BUY
$48.05 - $53.25 $406,599 - $450,601
8,462 Added 31.01%
35,750 $1.72 Million
Q3 2017

Oct 30, 2017

BUY
$47.92 - $50.64 $1.31 Million - $1.38 Million
27,288
27,288 $1.34 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 $85B
  • 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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