A detailed history of Trek Financial, LLC transactions in Southern CO stock. As of the latest transaction made, Trek Financial, LLC holds 44,864 shares of SO stock, worth $4.06 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
44,864
Previous 36,811 21.88%
Holding current value
$4.06 Million
Previous $3.38 Million 25.77%
% of portfolio
0.28%
Previous 0.24%

Shares

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

Oct 31, 2025

BUY
$90.83 - $96.0 $731,453 - $773,088
8,053 Added 21.88%
44,864 $4.25 Million
Q2 2025

Aug 13, 2025

SELL
$84.91 - $92.56 $14,264 - $15,550
-168 Reduced 0.45%
36,811 $3.38 Million
Q1 2025

Apr 30, 2025

BUY
$80.96 - $92.96 $2.99 Million - $3.44 Million
36,979 New
36,979 $3.4 Million
Q2 2024

Aug 12, 2024

BUY
$67.77 - $80.71 $4.24 Million - $5.05 Million
62,556 New
62,556 $4.85 Million

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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