A detailed history of Mount Yale Investment Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,703 shares of SO stock, worth $244,837. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,703
Previous 611 342.39%
Holding current value
$244,837
Previous $56,000 357.14%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 14, 2025

BUY
$90.83 - $96.0 $190,016 - $200,832
2,092 Added 342.39%
2,703 $256,000
Q2 2025

Aug 12, 2025

BUY
$84.91 - $92.56 $51,880 - $56,554
611 New
611 $56,000
Q3 2018

Nov 13, 2018

SELL
$42.66 - $49.08 $251,821 - $289,719
-5,903 Closed
0 $0
Q2 2018

Aug 22, 2018

BUY
$42.73 - $46.6 $9,357 - $10,205
219 Added 3.85%
5,903 $273,000
Q1 2018

Jun 25, 2018

BUY
$42.92 - $47.2 $243,957 - $268,284
5,684 New
5,684 $254,000

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
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