Capital Planning Advisors, LLC Southern CO Transaction History
Capital Planning Advisors, LLC
- $704 Million
- Q3 2025
A detailed history of Capital Planning Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,973 shares of SO stock, worth $269,294. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,973
Previous 3,112
4.47%
Holding current value
$269,294
Previous $285,000
1.4%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SO
# of Institutions
2,534Shares Held
783MCall 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...