A detailed history of Worth Financial Advisory Group, LLC transactions in Southern CO stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,154 shares of SO stock, worth $596,938. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,154
Previous 5,997 2.62%
Holding current value
$596,938
Previous $551 Million 5.91%
% of portfolio
0.33%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

BUY
$90.83 - $96.0 $14,260 - $15,072
157 Added 2.62%
6,154 $583 Million
Q2 2025

Jul 16, 2025

BUY
$84.91 - $92.56 $167,272 - $182,343
1,970 Added 48.92%
5,997 $551 Million
Q1 2025

Apr 21, 2025

BUY
$80.96 - $92.96 $326,025 - $374,349
4,027 New
4,027 $370 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 $106B
  • 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

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.