A detailed history of Cape Investment Advisory, Inc. transactions in Southern CO stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 21,745 shares of SO stock, worth $1.81 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
21,745
Previous 21,370 1.75%
Holding current value
$1.81 Million
Previous $1.66 Billion 18.3%
% of portfolio
0.79%
Previous 0.74%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$77.0 - $90.52 $28,875 - $33,945
375 Added 1.75%
21,745 $1.96 Billion
Q2 2024

Aug 14, 2024

BUY
$67.77 - $80.71 $394,421 - $469,732
5,820 Added 37.43%
21,370 $1.66 Billion
Q1 2024

Jun 21, 2024

BUY
$66.25 - $72.24 $98,911 - $107,854
1,493 Added 10.62%
15,550 $1.12 Billion
Q4 2023

Feb 12, 2024

SELL
$62.71 - $73.08 $34,176 - $39,828
-545 Reduced 3.73%
14,057 $986 Million
Q3 2023

Nov 06, 2023

BUY
$64.72 - $73.09 $283,150 - $319,768
4,375 Added 42.78%
14,602 $945 Million
Q2 2023

Oct 12, 2023

BUY
$68.97 - $75.66 $47,934 - $52,583
695 Added 7.29%
10,227 $718 Million
Q1 2023

Oct 12, 2023

BUY
$62.32 - $72.5 $594,034 - $691,070
9,532 New
9,532 $663 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 $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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