Wealth Enhancement Advisory Services, LLC Southern CO Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Southern CO stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 388,595 shares of SO stock, worth $32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

388,595

Previous 355,873 9.19%

Holding current value

$32 Million

Previous $27.6 Million 26.93%

% of portfolio

0.08%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$77.0 - $90.52 $2.52 Million - $2.96 Million	32,722 Added 9.19%	388,595 $35 Million
Q2 2024 Jul 16, 2024	BUY	$67.77 - $80.71 $2.21 Million - $2.63 Million	32,579 Added 10.08%	355,873 $27.6 Million
Q1 2024 Apr 15, 2024	BUY	$66.25 - $72.24 $909,480 - $991,710	13,728 Added 4.43%	323,294 $23.2 Million
Q4 2023 Jan 30, 2024	SELL	$62.71 - $73.08 $7.53 Million - $8.77 Million	-120,014 Reduced 27.94%	309,566 $21.7 Million
Q3 2023 Nov 13, 2023	BUY	$64.72 - $73.09 $27.5 Million - $31 Million	424,490 Added 8339.69%	429,580 $27.8 Million
Q2 2023 Jul 21, 2023	SELL	$68.97 - $75.66 $38,002 - $41,688	-551 Reduced 9.77%	5,090 $357,000
Q1 2023 Apr 25, 2023	SELL	$62.32 - $72.5 $3.9 Million - $4.54 Million	-62,631 Reduced 91.74%	5,641 $392,000
Q4 2022 Feb 01, 2023	BUY	$63.44 - $72.26 $1.56 Million - $1.77 Million	24,520 Added 56.04%	68,272 $4.88 Million
Q3 2022 Oct 17, 2022	BUY	$68.0 - $80.16 $2.98 Million - $3.51 Million	43,752 New	43,752 $2.81 Million
Q2 2020 Aug 10, 2020	BUY	$50.14 - $60.33 $12.5 Million - $15 Million	248,934 New	248,934 $6.85 Million
Q1 2020 May 01, 2020	SELL	$43.23 - $70.85 $845,708 - $1.39 Million	-19,563 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$60.33 - $63.86 $1.18 Million - $1.25 Million	19,563 New	19,563 $1.25 Million
Q4 2017 Jan 19, 2018	SELL	$48.05 - $53.25 $866,053 - $959,778	-18,024 Closed	0 $0
Q3 2017 Oct 18, 2017	BUY	$47.92 - $50.64 $863,710 - $912,735	18,024	18,024 $894,000

Others Institutions Holding SO

# of Institutions

2,214

Shares Held

703M

Call Options Held

5.04M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $89.6B
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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Southern CO Transaction History