Windle Wealth, LLC Southern CO Transaction History

Windle Wealth, LLC

$224 Billion
Q3 2025

A detailed history of Windle Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Windle Wealth, LLC holds 91,258 shares of SO stock, worth $8.27 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

91,258

Previous 89,931 1.48%

Holding current value

$8.27 Million

Previous $8.26 Billion 4.72%

% of portfolio

3.87%

Previous 4.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$90.83 - $96.0 $120,531 - $127,392	1,327 Added 1.48%	91,258 $8.65 Billion
Q2 2025 Jul 23, 2025	BUY	$84.91 - $92.56 $88,051 - $95,984	1,037 Added 1.17%	89,931 $8.26 Billion
Q1 2025 May 05, 2025	BUY	$80.96 - $92.96 $48,009 - $55,125	593 Added 0.67%	88,894 $8.17 Billion
Q4 2024 Feb 07, 2025	BUY	$81.5 - $94.15 $133,823 - $154,594	1,642 Added 1.89%	88,301 $7.27 Billion
Q3 2024 Nov 07, 2024	SELL	$77.0 - $90.52 $66,143 - $77,756	-859 Reduced 0.98%	86,659 $7.81 Billion

Q2 2024 Aug 13, 2024	SELL	$67.77 - $80.71 $181,149 - $215,737	-2,673 Reduced 2.96%	87,518 $6.79 Billion
Q1 2024 Apr 29, 2024	BUY	$66.25 - $72.24 $243,270 - $265,265	3,672 Added 4.24%	90,191 $6.47 Billion
Q4 2023 Feb 08, 2024	SELL	$62.71 - $73.08 $86,100 - $100,338	-1,373 Reduced 1.56%	86,519 $6.07 Billion
Q3 2023 Nov 08, 2023	BUY	$64.72 - $73.09 $192,930 - $217,881	2,981 Added 3.51%	87,892 $5.69 Billion
Q2 2023 Aug 09, 2023	BUY	$68.97 - $75.66 $30,967 - $33,971	449 Added 0.53%	84,911 $5.96 Billion
Q1 2023 May 09, 2023	BUY	$62.32 - $72.5 $164,898 - $191,835	2,646 Added 3.23%	84,462 $5.88 Billion
Q4 2022 Feb 07, 2023	BUY	$63.44 - $72.26 $5.19 Million - $5.91 Million	81,816 New	81,816 $5.84 Billion

Others Institutions Holding SO

# of Institutions

2,537

Shares Held

783M

Call Options Held

4.68M

Put Options Held

3.59M

View Full List

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...

More about SO

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Windle Wealth, LLC Southern CO Transaction History