A detailed history of Swan Capital LLC transactions in Southern CO stock. As of the latest transaction made, Swan Capital LLC holds 18,436 shares of SO stock, worth $1.53 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
18,436
Previous 18,436 -0.0%
Holding current value
$1.53 Million
Previous $1.43 Billion 16.26%
% of portfolio
0.82%
Previous 0.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$66.25 - $72.24 $12,587 - $13,725
190 Added 1.04%
18,436 $1.32 Billion
Q4 2023

Feb 13, 2024

SELL
$62.71 - $73.08 $125 - $146
-2 Reduced 0.01%
18,246 $1.28 Billion
Q3 2023

Oct 19, 2023

BUY
$64.72 - $73.09 $129 - $146
2 Added 0.01%
18,248 $1.18 Billion
Q1 2023

May 15, 2023

BUY
$62.32 - $72.5 $1.14 Million - $1.32 Million
18,246 New
18,246 $1.27 Billion

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 $90.5B
  • 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

Track Swan Capital LLC Portfolio

Follow Swan Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Swan Capital LLC with notifications on news.