Kingswood Wealth Advisors, LLC Southern CO Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 52,556 shares of SO stock, worth $4.76 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
52,556
Previous 23,596
122.73%
Holding current value
$4.76 Million
Previous $2.17 Billion
129.87%
% of portfolio
0.3%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding SO
# of Institutions
2,537Shares Held
783MCall Options Held
4.68MPut Options Held
3.59M-
Vanguard Group Inc Valley Forge, PA106MShares$9.64 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.04 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY69.8MShares$6.32 Billion0.44% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.36 Billion0.2% of portfolio
-
Capital World Investors Los Angeles, CA33.5MShares$3.04 Billion0.45% of portfolio
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...