Greatmark Investment Partners, Inc. Southern CO Transaction History

Greatmark Investment Partners, Inc.

$832 Million
Q4 2025

A detailed history of Greatmark Investment Partners, Inc. transactions in Southern CO stock. As of the latest transaction made, Greatmark Investment Partners, Inc. holds 51,706 shares of SO stock, worth $4.68 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

51,706

Previous 51,193 1.0%

Holding current value

$4.68 Million

Previous $4.85 Million 3.46%

% of portfolio

0.56%

Previous 0.58%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$90.58 - $99.72 $46,467 - $51,156	513 Added 1.0%	51,706 $4.68 Million
Q3 2025 Oct 31, 2025	SELL	$90.83 - $96.0 $3,360 - $3,552	-37 Reduced 0.07%	51,193 $4.85 Million
Q2 2025 Jul 30, 2025	BUY	$84.91 - $92.56 $122,694 - $133,749	1,445 Added 2.9%	51,230 $4.7 Million
Q1 2025 May 01, 2025	SELL	$80.96 - $92.96 $35,541 - $40,809	-439 Reduced 0.87%	49,785 $4.58 Million
Q4 2024 Feb 10, 2025	BUY	$81.5 - $94.15 $211,085 - $243,848	2,590 Added 5.44%	50,224 $4.13 Million

Q3 2024 Oct 31, 2024	SELL	$77.0 - $90.52 $36,267 - $42,634	-471 Reduced 0.98%	47,634 $4.3 Million
Q2 2024 Aug 08, 2024	SELL	$67.77 - $80.71 $16,806 - $20,016	-248 Reduced 0.51%	48,105 $3.73 Million
Q1 2024 May 09, 2024	BUY	$66.25 - $72.24 $1,722 - $1,878	26 Added 0.05%	48,353 $3.47 Million
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $27,843 - $32,447	444 Added 0.93%	48,327 $3.39 Million
Q3 2023 Nov 08, 2023	BUY	$64.72 - $73.09 $184,516 - $208,379	2,851 Added 6.33%	47,883 $3.1 Million
Q2 2023 Aug 02, 2023	BUY	$68.97 - $75.66 $405,888 - $445,259	5,885 Added 15.03%	45,032 $3.16 Million
Q1 2023 Apr 28, 2023	SELL	$62.32 - $72.5 $10,906 - $12,687	-175 Reduced 0.45%	39,147 $2.72 Million
Q4 2022 Jan 30, 2023	BUY	$63.44 - $72.26 $12,688 - $14,452	200 Added 0.51%	39,322 $2.81 Million
Q3 2022 Nov 08, 2022	SELL	$68.0 - $80.16 $81,532 - $96,111	-1,199 Reduced 2.97%	39,122 $2.66 Million
Q2 2022 Jul 28, 2022	BUY	$65.39 - $76.51 $46,819 - $54,781	716 Added 1.81%	40,321 $2.88 Million
Q1 2022 Apr 27, 2022	BUY	$62.84 - $72.51 $69,249 - $79,906	1,102 Added 2.86%	39,605 $2.87 Million
Q3 2021 Nov 02, 2021	SELL	$61.34 - $67.32 $117,895 - $129,389	-1,922 Reduced 4.75%	38,503 $2.39 Million
Q2 2021 Aug 23, 2021	BUY	$60.46 - $66.42 $12,212 - $13,416	202 Added 0.5%	40,425 $2.45 Million
Q4 2020 Feb 08, 2021	BUY	$54.62 - $64.17 $114,756 - $134,821	2,101 Added 5.51%	40,223 $2.47 Million
Q3 2020 Oct 28, 2020	SELL	$51.56 - $55.78 $2,423 - $2,621	-47 Reduced 0.12%	38,122 $2.07 Million
Q2 2020 Aug 04, 2020	SELL	$50.14 - $60.33 $11,281 - $13,574	-225 Reduced 0.59%	38,169 $1.98 Million
Q1 2020 Apr 29, 2020	BUY	$43.23 - $70.85 $33,027 - $54,129	764 Added 2.03%	38,394 $2.08 Million
Q4 2019 Jan 31, 2020	SELL	$60.33 - $63.86 $83,919 - $88,829	-1,391 Reduced 3.56%	37,630 $2.4 Million
Q3 2019 Oct 30, 2019	BUY	$54.84 - $61.98 $214,753 - $242,713	3,916 Added 11.16%	39,021 $2.41 Million
Q1 2019 May 07, 2019	SELL	$43.72 - $52.53 $1,093 - $1,313	-25 Reduced 0.07%	35,105 $1.81 Million
Q4 2018 Feb 01, 2019	SELL	$42.79 - $47.56 $21,737 - $24,160	-508 Reduced 1.43%	35,130 $1.54 Million
Q3 2018 Oct 31, 2018	SELL	$42.66 - $49.08 $21,330 - $24,540	-500 Reduced 1.38%	35,638 $1.55 Million
Q2 2018 Aug 03, 2018	SELL	$42.73 - $46.6 $58,796 - $64,121	-1,376 Reduced 3.67%	36,138 $1.67 Million
Q1 2018 May 04, 2018	SELL	$42.92 - $47.2 $74,680 - $82,128	-1,740 Reduced 4.43%	37,514 $1.68 Million
Q4 2017 Feb 01, 2018	SELL	$48.05 - $53.25 $72,507 - $80,354	-1,509 Reduced 3.7%	39,254 $1.89 Million
Q3 2017 Nov 02, 2017	BUY	$47.92 - $50.64 $1.95 Million - $2.06 Million	40,763	40,763 $2 Million

Others Institutions Holding SO

# of Institutions

2,543

Shares Held

784M

Call Options Held

4.43M

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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Greatmark Investment Partners, Inc. Southern CO Transaction History