Xcel Wealth Management, LLC Southern CO Transaction History

Xcel Wealth Management, LLC

$356 Million
Q4 2024

A detailed history of Xcel Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 8,776 shares of SO stock, worth $775,798. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,776

Previous 8,629 1.7%

Holding current value

$775,798

Previous $778,000 7.2%

% of portfolio

0.2%

Previous 0.23%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$81.5 - $94.15 $11,980 - $13,840	147 Added 1.7%	8,776 $722,000
Q3 2024 Oct 21, 2024	SELL	$77.0 - $90.52 $65,373 - $76,851	-849 Reduced 8.96%	8,629 $778,000
Q2 2024 Jul 23, 2024	BUY	$67.77 - $80.71 $20,127 - $23,970	297 Added 3.23%	9,478 $735,000
Q1 2024 Apr 22, 2024	BUY	$66.25 - $72.24 $139,986 - $152,643	2,113 Added 29.9%	9,181 $658,000
Q4 2023 Jan 29, 2024	BUY	$62.71 - $73.08 $5,330 - $6,211	85 Added 1.22%	7,068 $495,000
Q3 2023 Oct 17, 2023	SELL	$64.72 - $73.09 $22,781 - $25,727	-352 Reduced 4.8%	6,983 $451,000
Q2 2023 Jul 26, 2023	BUY	$68.97 - $75.66 $29,864 - $32,760	433 Added 6.27%	7,335 $515,000
Q1 2023 Apr 25, 2023	BUY	$62.32 - $72.5 $38,950 - $45,312	625 Added 9.96%	6,902 $480,000
Q4 2022 Jan 19, 2023	BUY	$63.44 - $72.26 $22,204 - $25,291	350 Added 5.91%	6,277 $448,000
Q3 2022 Oct 20, 2022	SELL	$68.0 - $80.16 $11,900 - $14,028	-175 Reduced 2.87%	5,927 $403,000
Q2 2022 Jul 26, 2022	BUY	$65.39 - $76.51 $11,639 - $13,618	178 Added 3.0%	6,102 $435,000
Q1 2022 Apr 29, 2022	BUY	$62.84 - $72.51 $9,426 - $10,876	150 Added 2.6%	5,924 $430,000
Q4 2021 Feb 03, 2022	BUY	$61.1 - $68.58 $15,458 - $17,350	253 Added 4.58%	5,774 $396,000
Q3 2021 Oct 21, 2021	BUY	$61.34 - $67.32 $30,117 - $33,054	491 Added 9.76%	5,521 $342,000
Q2 2021 Jul 15, 2021	BUY	$60.46 - $66.42 $2,055 - $2,258	34 Added 0.68%	5,030 $304,000
Q1 2021 Apr 15, 2021	BUY	$56.72 - $62.32 $27,452 - $30,162	484 Added 10.73%	4,996 $311,000
Q4 2020 Jan 13, 2021	BUY	$54.62 - $64.17 $710 - $834	13 Added 0.29%	4,512 $277,000
Q3 2020 Oct 27, 2020	BUY	$51.56 - $55.78 $28,254 - $30,567	548 Added 13.87%	4,499 $243,000
Q2 2020 Jul 10, 2020	BUY	$50.14 - $60.33 $3,559 - $4,283	71 Added 1.83%	3,951 $204,000
Q1 2020 Apr 07, 2020	SELL	$43.23 - $70.85 $24,641 - $40,384	-570 Reduced 12.81%	3,880 $210,000
Q4 2019 Jan 09, 2020	BUY	$60.33 - $63.86 $663 - $702	11 Added 0.25%	4,450 $283,000
Q3 2019 Nov 12, 2019	SELL	$54.84 - $61.98 $163,916 - $185,258	-2,989 Reduced 40.24%	4,439 $274,000
Q2 2019 Nov 12, 2019	BUY	$51.2 - $56.28 $563 - $619	11 Added 0.15%	7,428 $410,000
Q1 2019 Nov 12, 2019	SELL	$43.72 - $52.53 $126,788 - $152,337	-2,900 Reduced 28.11%	7,417 $383,000
Q4 2018 Nov 12, 2019	BUY	$42.79 - $47.56 $441,464 - $490,676	10,317 New	10,317 $453,000

Others Institutions Holding SO

# of Institutions

2,322

Shares Held

717M

Call Options Held

4.11M

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 $96.2B
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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Xcel Wealth Management, LLC Southern CO Transaction History