A detailed history of Brendel Financial Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 3,100 shares of SO stock, worth $257,796. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,100
Previous 3,100 -0.0%
Holding current value
$257,796
Previous $240,000 16.67%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Jul 15, 2024

BUY
$67.77 - $80.71 $210,087 - $250,200
3,100 New
3,100 $240,000
Q4 2023

Feb 01, 2024

BUY
$62.71 - $73.08 $194,401 - $226,548
3,100 New
3,100 $217,000
Q1 2023

Apr 06, 2023

BUY
$62.32 - $72.5 $193,192 - $224,750
3,100 New
3,100 $216,000
Q4 2021

Feb 10, 2022

BUY
$61.1 - $68.58 $189,410 - $212,598
3,100 New
3,100 $213,000
Q3 2021

Oct 26, 2021

SELL
$61.34 - $67.32 $190,154 - $208,691
-3,100 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$60.46 - $66.42 $187,426 - $205,902
3,100 New
3,100 $188,000
Q1 2020

May 01, 2020

SELL
$43.23 - $70.85 $158,654 - $260,019
-3,670 Closed
0 $0
Q4 2019

Feb 04, 2020

SELL
$60.33 - $63.86 $21,115 - $22,351
-350 Reduced 8.71%
3,670 $234,000
Q1 2019

May 15, 2019

BUY
$43.72 - $52.53 $175,754 - $211,170
4,020 New
4,020 $208,000

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 $90.5B
  • 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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