A detailed history of Journey Strategic Wealth LLC transactions in Southern CO stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,820 shares of SO stock, worth $980,075. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,820
Previous 10,572 2.35%
Holding current value
$980,075
Previous $970,000 5.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2025

BUY
$90.83 - $96.0 $22,525 - $23,808
248 Added 2.35%
10,820 $1.03 Million
Q2 2025

Aug 12, 2025

BUY
$84.91 - $92.56 $416,398 - $453,914
4,904 Added 86.52%
10,572 $970,000
Q1 2025

May 06, 2025

BUY
$80.96 - $92.96 $58,938 - $67,674
728 Added 14.74%
5,668 $521,000
Q4 2024

Jan 24, 2025

BUY
$81.5 - $94.15 $570 - $659
7 Added 0.14%
4,940 $406,000
Q3 2024

Nov 12, 2024

BUY
$77.0 - $90.52 $379,841 - $446,535
4,933 New
4,933 $444,000

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 Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.