A detailed history of Caliber Wealth Management, LLC / Ks transactions in Southern CO stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 2,984 shares of SO stock, worth $270,290. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,984
Previous 4,638 35.66%
Holding current value
$270,290
Previous $426 Million 33.6%
% of portfolio
0.03%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$90.83 - $96.0 $150,232 - $158,784
-1,654 Reduced 35.66%
2,984 $283 Million
Q2 2025

Jul 30, 2025

BUY
$84.91 - $92.56 $393,812 - $429,293
4,638 New
4,638 $426 Million

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 $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...
More about SO
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