Capital Advisors Wealth Management, LLC Southern CO Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Southern CO stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,039 shares of SO stock, worth $728,172. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,039
Previous 4,833
66.34%
Holding current value
$728,172
Previous $443,000
71.78%
% of portfolio
0.11%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SO
# of Institutions
2,536Shares Held
782MCall Options Held
4.68MPut Options Held
3.59M-
Vanguard Group Inc Valley Forge, PA106MShares$9.64 Billion0.16% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.04 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY69.8MShares$6.32 Billion0.44% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.36 Billion0.2% of portfolio
-
Capital World Investors Los Angeles, CA33.5MShares$3.04 Billion0.45% of portfolio
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...