A detailed history of Annex Advisory Services, LLC transactions in Southern CO stock. As of the latest transaction made, Annex Advisory Services, LLC holds 3,504 shares of SO stock, worth $288,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,504
Previous 2,527 38.66%
Holding current value
$288,239
Previous $227,000 26.87%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$81.5 - $94.15 $79,625 - $91,984
977 Added 38.66%
3,504 $288,000
Q3 2024

Oct 10, 2024

BUY
$77.0 - $90.52 $194,579 - $228,744
2,527 New
2,527 $227,000
Q2 2023

Jul 24, 2023

BUY
$68.97 - $75.66 $214,082 - $234,848
3,104 New
3,104 $218,000
Q3 2022

Oct 24, 2022

SELL
$68.0 - $80.16 $2,108 - $2,484
-31 Reduced 0.89%
3,447 $234,000
Q2 2022

Jul 27, 2022

BUY
$65.39 - $76.51 $227,426 - $266,101
3,478 New
3,478 $248,000

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 $89.6B
  • 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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