A detailed history of Birchcreek Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 2,715 shares of SO stock, worth $247,146. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,715
Holding current value
$247,146
% of portfolio
0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$67.77 - $80.71 $183,995 - $219,127
2,715 New
2,715 $210,000
Q1 2021

May 17, 2021

SELL
$56.72 - $62.32 $41,972 - $46,116
-740 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$54.62 - $64.17 $40,418 - $47,485
740 New
740 $45,000

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 $99.1B
  • 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 Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek Wealth Management, 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 Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.