Fora Capital, LLC Southern CO Transaction History

Fora Capital, LLC

$523 Million
Q3 2025

A detailed history of Fora Capital, LLC transactions in Southern CO stock. As of the latest transaction made, Fora Capital, LLC holds 15,001 shares of SO stock, worth $1.36 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

15,001

Holding current value

$1.36 Million

% of portfolio

0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$90.83 - $96.0 $1.36 Million - $1.44 Million	15,001 New	15,001 $1.42 Million
Q1 2025 May 14, 2025	SELL	$80.96 - $92.96 $3.06 Million - $3.51 Million	-37,783 Reduced 86.03%	6,135 $564,000
Q4 2024 Feb 13, 2025	BUY	$81.5 - $94.15 $3.58 Million - $4.13 Million	43,918 New	43,918 $3.62 Million
Q4 2023 Feb 14, 2024	BUY	$62.71 - $73.08 $276,174 - $321,844	4,404 New	4,404 $308,000
Q1 2022 May 12, 2022	SELL	$62.84 - $72.51 $365,288 - $421,500	-5,813 Closed	0 $0

Q4 2021 Feb 11, 2022	BUY	$61.1 - $68.58 $355,174 - $398,655	5,813 New	5,813 $399,000
Q2 2021 Aug 16, 2021	SELL	$60.46 - $66.42 $675,519 - $742,110	-11,173 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$56.72 - $62.32 $1.18 Million - $1.29 Million	-20,746 Reduced 65.0%	11,173 $695 Million
Q4 2020 Feb 12, 2021	BUY	$54.62 - $64.17 $1.74 Million - $2.05 Million	31,919 New	31,919 $1.96 Million
Q3 2020 Nov 13, 2020	SELL	$51.56 - $55.78 $111,524 - $120,652	-2,163 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$50.14 - $60.33 $108,452 - $130,493	2,163 New	2,163 $112 Million
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $4.51 Million - $7.38 Million	-104,214 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $6.29 Million - $6.66 Million	104,214 New	104,214 $6.64 Million

Others Institutions Holding SO

# of Institutions

2,537

Shares Held

783M

Call Options Held

4.68M

Put Options Held

3.59M

Vanguard Group Inc Valley Forge, PA

106M
Shares

$9.64 Billion
0.16% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$7.04 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

69.8M
Shares

$6.32 Billion
0.44% of portfolio
State Street Corp Boston, MA

59.1M
Shares

$5.36 Billion
0.2% of portfolio
Capital World Investors Los Angeles, CA

33.5M
Shares

$3.04 Billion
0.45% of portfolio

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...

More about SO

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