Novare Capital Management LLC Southern CO Transaction History

Novare Capital Management LLC

  • $1.29 Billion
  • Q3 2025

A detailed history of Novare Capital Management LLC transactions in Southern CO stock. As of the latest transaction made, Novare Capital Management LLC holds 6,830 shares of SO stock, worth $618,661. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,830
Previous 9,803 30.33%
Holding current value
$618,661
Previous $900,000 28.11%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 03, 2025
SELL
$90.83 - $96.0 $270,037 - $285,408
-2,973 Reduced 30.33%
6,830 $647,000
Q2 2025

Jul 29, 2025
BUY
$84.91 - $92.56 $262,711 - $286,380
3,094 Added 46.12%
9,803 $900,000
Q1 2025

Apr 29, 2025
BUY
$80.96 - $92.96 $2,266 - $2,602
28 Added 0.42%
6,709 $616,000
Q4 2024

Jan 21, 2025
BUY
$81.5 - $94.15 $12,714 - $14,687
156 Added 2.39%
6,681 $549,000
Q3 2024

Oct 11, 2024
BUY
$77.0 - $90.52 $2,002 - $2,353
26 Added 0.4%
6,525 $588,000
Q2 2024

Aug 01, 2024
BUY
$67.77 - $80.71 $1,897 - $2,259
28 Added 0.43%
6,499 $504,000
Q1 2024

May 06, 2024
BUY
$66.25 - $72.24 $12,786 - $13,942
193 Added 3.07%
6,471 $464,000
Q4 2023

Feb 08, 2024
BUY
$62.71 - $73.08 $1,881 - $2,192
30 Added 0.48%
6,278 $440,000
Q3 2023

Nov 02, 2023
SELL
$64.72 - $73.09 $21,810 - $24,631
-337 Reduced 5.12%
6,248 $404,000
Q2 2023

Jul 28, 2023
BUY
$68.97 - $75.66 $18,897 - $20,730
274 Added 4.34%
6,585 $462,000
Q1 2023

Apr 20, 2023
SELL
$62.32 - $72.5 $16,764 - $19,502
-269 Reduced 4.09%
6,311 $439,000
Q4 2022

Jan 17, 2023
SELL
$63.44 - $72.26 $182,072 - $207,386
-2,870 Reduced 30.37%
6,580 $0
Q3 2022

Oct 11, 2022
BUY
$68.0 - $80.16 $178,500 - $210,420
2,625 Added 38.46%
9,450 $643,000
Q2 2022

Aug 03, 2022
SELL
$65.39 - $76.51 $91,480 - $107,037
-1,399 Reduced 17.01%
6,825 $487,000
Q1 2022

May 09, 2022
BUY
$62.84 - $72.51 $122,726 - $141,612
1,953 Added 31.14%
8,224 $596,000
Q4 2021

Feb 03, 2022
BUY
$61.1 - $68.58 $383,158 - $430,065
6,271 New
6,271 $430,000
Q4 2018

Feb 12, 2019
SELL
$42.79 - $47.56 $513,266 - $570,482
-11,995 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
$42.73 - $46.6 $114,302 - $124,655
-2,675 Reduced 18.23%
11,995 $555,000
Q1 2018

May 09, 2018
BUY
$42.92 - $47.2 $9,871 - $10,856
230 Added 1.59%
14,670 $655,000
Q4 2017

Feb 06, 2018
SELL
$48.05 - $53.25 $7,207 - $7,987
-150 Reduced 1.03%
14,440 $694,000
Q3 2017

Nov 07, 2017
BUY
$47.92 - $50.64 $699,152 - $738,837
14,590
14,590 $717,000

Others Institutions Holding SO

# of Institutions
2,536
Shares Held
783M
Call Options Held
4.68M
Put Options Held
3.59M
View Full List

About SOUTHERN CO

SO Quotes by TradingView
  • 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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