A detailed history of Sax Wealth Advisors, LLC transactions in Southern CO stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,402 shares of SO stock, worth $398,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,402
Holding current value
$398,733
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$90.58 - $99.72 $398,733 - $438,967
4,402 New
4,402 $398,000
Q2 2021

Aug 12, 2021

SELL
$60.46 - $66.42 $195,406 - $214,669
-3,232 Closed
0 $0
Q1 2021

May 14, 2021

SELL
$56.72 - $62.32 $44,468 - $48,858
-784 Reduced 19.52%
3,232 $201,000
Q4 2020

Feb 16, 2021

BUY
$54.62 - $64.17 $219,353 - $257,706
4,016 New
4,016 $247,000

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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