A detailed history of Wellington Shields & Co., LLC transactions in Southern CO stock. As of the latest transaction made, Wellington Shields & Co., LLC holds 17,284 shares of SO stock, worth $1.34 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
17,284
Previous 20,486 15.63%
Holding current value
$1.34 Million
Previous $1.44 Million 13.72%
% of portfolio
0.42%
Previous 0.53%

Shares

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

May 23, 2024

SELL
$66.25 - $72.24 $212,132 - $231,312
-3,202 Reduced 15.63%
17,284 $1.24 Million
Q1 2024

May 23, 2024

BUY
$66.25 - $72.24 $212,132 - $231,312
3,202 Added 18.53%
20,486 $1.47 Million
Q1 2024

May 03, 2024

SELL
$66.25 - $72.24 $212,132 - $231,312
-3,202 Reduced 15.63%
17,284 $1.24 Million
Q4 2023

Feb 09, 2024

SELL
$62.71 - $73.08 $16,304 - $19,000
-260 Reduced 1.25%
20,486 $1.44 Million
Q3 2023

Nov 14, 2023

BUY
$64.72 - $73.09 $357,319 - $403,529
5,521 Added 36.26%
20,746 $1.34 Million
Q2 2023

Aug 11, 2023

SELL
$68.97 - $75.66 $376,990 - $413,557
-5,466 Reduced 26.42%
15,225 $1.07 Million
Q1 2023

May 11, 2023

SELL
$62.32 - $72.5 $29,228 - $34,002
-469 Reduced 2.22%
20,691 $1.44 Million
Q4 2022

Feb 14, 2023

BUY
$63.44 - $72.26 $16,113 - $18,354
254 Added 1.21%
21,160 $1.51 Million
Q3 2022

Nov 14, 2022

BUY
$68.0 - $80.16 $3,128 - $3,687
46 Added 0.22%
20,906 $1.42 Million
Q2 2022

Aug 12, 2022

BUY
$65.39 - $76.51 $133,068 - $155,697
2,035 Added 10.81%
20,860 $1.49 Million
Q1 2022

May 09, 2022

BUY
$62.84 - $72.51 $3,142 - $3,625
50 Added 0.27%
18,825 $1.37 Million
Q4 2021

Feb 15, 2022

BUY
$61.1 - $68.58 $3,299 - $3,703
54 Added 0.29%
18,775 $1.29 Million
Q3 2021

Nov 10, 2021

BUY
$61.34 - $67.32 $3,067 - $3,365
50 Added 0.27%
18,721 $1.16 Million
Q2 2021

Aug 12, 2021

BUY
$60.46 - $66.42 $3,143 - $3,453
52 Added 0.28%
18,671 $1.13 Million
Q1 2021

May 12, 2021

BUY
$56.72 - $62.32 $3,062 - $3,365
54 Added 0.29%
18,619 $1.16 Million
Q4 2020

Feb 09, 2021

BUY
$54.62 - $64.17 $2,840 - $3,336
52 Added 0.28%
18,565 $1.14 Million
Q3 2020

Nov 10, 2020

BUY
$51.56 - $55.78 $3,042 - $3,291
59 Added 0.32%
18,513 $1 Million
Q2 2020

Aug 05, 2020

BUY
$50.14 - $60.33 $2,657 - $3,197
53 Added 0.29%
18,454 $957,000
Q1 2020

May 07, 2020

BUY
$43.23 - $70.85 $1,988 - $3,259
46 Added 0.25%
18,401 $996,000
Q4 2019

Feb 11, 2020

BUY
$60.33 - $63.86 $1.11 Million - $1.17 Million
18,355 New
18,355 $1.17 Million
Q3 2019

Nov 05, 2019

SELL
$54.84 - $61.98 $995,839 - $1.13 Million
-18,159 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
$51.2 - $56.28 $45,568 - $50,089
890 Added 5.15%
18,159 $1 Million
Q1 2019

May 10, 2019

BUY
$43.72 - $52.53 $2,404 - $2,889
55 Added 0.32%
17,269 $892,000
Q4 2018

Feb 11, 2019

BUY
$42.79 - $47.56 $33,461 - $37,191
782 Added 4.76%
17,214 $756,000
Q3 2018

Nov 06, 2018

SELL
$42.66 - $49.08 $14,717 - $16,932
-345 Reduced 2.06%
16,432 $716,000
Q2 2018

Aug 02, 2018

BUY
$42.73 - $46.6 $32,688 - $35,649
765 Added 4.78%
16,777 $777,000
Q1 2018

May 03, 2018

BUY
$42.92 - $47.2 $2,661 - $2,926
62 Added 0.39%
16,012 $0
Q4 2017

Feb 06, 2018

BUY
$48.05 - $53.25 $2,594 - $2,875
54 Added 0.34%
15,950 $767,000
Q3 2017

Nov 06, 2017

BUY
$47.92 - $50.64 $761,736 - $804,973
15,896
15,896 $0

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 $84.4B
  • 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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