Naviter Wealth, LLC Southern CO Transaction History

Naviter Wealth, LLC

$742 Million
Q4 2025

A detailed history of Naviter Wealth, LLC transactions in Southern CO stock. As of the latest transaction made, Naviter Wealth, LLC holds 26,569 shares of SO stock, worth $2.41 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

26,569

Previous 31,670 16.11%

Holding current value

$2.41 Million

Previous $3 Million 19.83%

% of portfolio

0.32%

Previous 0.36%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$90.58 - $99.72 $462,048 - $508,671	-5,101 Reduced 16.11%	26,569 $2.41 Million
Q3 2025 Nov 06, 2025	BUY	$90.83 - $96.0 $77,477 - $81,888	853 Added 2.77%	31,670 $3 Million
Q2 2025 Jul 28, 2025	BUY	$84.91 - $92.56 $70,050 - $76,362	825 Added 2.75%	30,817 $2.83 Million
Q1 2025 Apr 25, 2025	BUY	$80.96 - $92.96 $13,925 - $15,989	172 Added 0.58%	29,992 $2.76 Million
Q4 2024 Feb 07, 2025	BUY	$81.5 - $94.15 $434,965 - $502,478	5,337 Added 21.8%	29,820 $2.45 Million

Q3 2024 Oct 16, 2024	BUY	$77.0 - $90.52 $41,272 - $48,518	536 Added 2.24%	24,483 $2.21 Million
Q2 2024 Aug 01, 2024	BUY	$67.77 - $80.71 $100,231 - $119,370	1,479 Added 6.58%	23,947 $1.86 Million
Q1 2024 Apr 18, 2024	BUY	$66.25 - $72.24 $146,346 - $159,578	2,209 Added 10.9%	22,468 $1.61 Million
Q4 2023 Feb 05, 2024	BUY	$62.71 - $73.08 $275,924 - $321,552	4,400 Added 27.74%	20,259 $1.42 Million
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $67,697 - $76,452	1,046 Added 7.06%	15,859 $1.03 Million
Q2 2023 Jul 20, 2023	BUY	$68.97 - $75.66 $85,315 - $93,591	1,237 Added 9.11%	14,813 $1.04 Million
Q1 2023 Apr 12, 2023	BUY	$62.32 - $72.5 $846,056 - $984,260	13,576 New	13,576 $944,000

Others Institutions Holding SO

# of Institutions

2,541

Shares Held

782M

Call Options Held

4.68M

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...

More about SO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Account

Naviter Wealth, LLC Southern CO Transaction History