A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Southern CO stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 8,079 shares of SO stock, worth $731,795. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,079
Previous 9,470 14.69%
Holding current value
$731,795
Previous $869,000 11.97%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Oct 28, 2025

SELL
$90.83 - $96.0 $126,344 - $133,536
-1,391 Reduced 14.69%
8,079 $765,000
Q2 2025

Jul 25, 2025

BUY
$84.91 - $92.56 $302,194 - $329,421
3,559 Added 60.21%
9,470 $869,000
Q1 2025

Apr 08, 2025

BUY
$80.96 - $92.96 $66,549 - $76,413
822 Added 16.15%
5,911 $543,000
Q4 2024

Jan 17, 2025

BUY
$81.5 - $94.15 $414,753 - $479,129
5,089 New
5,089 $418,000

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 $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
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.