Essex LLC Southern CO Transaction History

Essex LLC

$508 Million
Q4 2025

A detailed history of Essex LLC transactions in Southern CO stock. As of the latest transaction made, Essex LLC holds 21,932 shares of SO stock, worth $1.99 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

21,932

Previous 22,598 2.95%

Holding current value

$1.99 Million

Previous $2.14 Million 7.24%

% of portfolio

0.39%

Previous 0.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$90.58 - $99.72 $60,326 - $66,413	-666 Reduced 2.95%	21,932 $1.99 Million
Q3 2025 Oct 23, 2025	SELL	$90.83 - $96.0 $16,985 - $17,952	-187 Reduced 0.82%	22,598 $2.14 Million
Q2 2025 Jul 28, 2025	SELL	$84.91 - $92.56 $53,323 - $58,127	-628 Reduced 2.68%	22,785 $2.09 Million
Q1 2025 Apr 25, 2025	SELL	$80.96 - $92.96 $98,042 - $112,574	-1,211 Reduced 4.92%	23,413 $2.15 Million
Q4 2024 Jan 28, 2025	SELL	$81.5 - $94.15 $183,945 - $212,496	-2,257 Reduced 8.4%	24,624 $2.03 Million

Q3 2024 Oct 18, 2024	SELL	$77.0 - $90.52 $45,430 - $53,406	-590 Reduced 2.15%	26,881 $2.42 Million
Q2 2024 Jul 22, 2024	BUY	$67.77 - $80.71 $86,135 - $102,582	1,271 Added 4.85%	27,471 $2.13 Million
Q1 2024 May 03, 2024	SELL	$66.25 - $72.24 $51,343 - $55,985	-775 Reduced 2.87%	26,200 $1.88 Million
Q4 2023 Jan 29, 2024	BUY	$62.71 - $73.08 $27,717 - $32,301	442 Added 1.67%	26,975 $1.89 Million
Q3 2023 Oct 16, 2023	SELL	$64.72 - $73.09 $8,931 - $10,086	-138 Reduced 0.52%	26,533 $1.72 Million
Q2 2023 Jul 31, 2023	SELL	$68.97 - $75.66 $193,322 - $212,074	-2,803 Reduced 9.51%	26,671 $1.87 Million
Q4 2022 Jan 30, 2023	SELL	$63.44 - $72.26 $32,988 - $37,575	-520 Reduced 1.73%	29,474 $2.11 Million
Q3 2022 Nov 07, 2022	SELL	$68.0 - $80.16 $8,500 - $10,020	-125 Reduced 0.42%	29,994 $2.04 Million
Q2 2022 Aug 01, 2022	SELL	$65.39 - $76.51 $22,232 - $26,013	-340 Reduced 1.12%	30,119 $2.15 Million
Q1 2022 Apr 20, 2022	SELL	$62.84 - $72.51 $72,768 - $83,966	-1,158 Reduced 3.66%	30,459 $2.21 Million
Q4 2021 Jan 28, 2022	SELL	$61.1 - $68.58 $88,900 - $99,783	-1,455 Reduced 4.4%	31,617 $2.17 Million
Q3 2021 Oct 21, 2021	BUY	$61.34 - $67.32 $2.03 Million - $2.23 Million	33,072 New	33,072 $2.05 Million

Others Institutions Holding SO

# of Institutions

2,541

Shares Held

782M

Call Options Held

4.68M

Put Options Held

4.55M

View Full List

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...

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