A detailed history of Morningstar Investment Management LLC transactions in Southern CO stock. As of the latest transaction made, Morningstar Investment Management LLC holds 10,487 shares of SO stock, worth $930,196. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,487
Previous 10,487 -0.0%
Holding current value
$930,196
Previous $752,000 8.11%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$62.71 - $73.08 $5,832 - $6,796
-93 Reduced 0.88%
10,487 $735,000
Q2 2023

Apr 09, 2024

BUY
$68.97 - $75.66 $6,414 - $7,036
93 Added 0.89%
10,580 $743,000
Q2 2023

Aug 14, 2023

BUY
$68.97 - $75.66 $729,702 - $800,482
10,580 New
10,580 $743,000

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 $96.6B
  • 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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