Values First Advisors, Inc. Southern CO Transaction History
Values First Advisors, Inc.
- $181 Million
- Q4 2025
A detailed history of Values First Advisors, Inc. transactions in Southern CO stock. As of the latest transaction made, Values First Advisors, Inc. holds 6,679 shares of SO stock, worth $604,983. This represents 0.33% of its overall portfolio holdings.
Number of Shares
6,679
Previous 7,460
10.47%
Holding current value
$604,983
Previous $706,000
14.45%
% of portfolio
0.33%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding SO
# of Institutions
2,541Shares Held
784MCall Options Held
4.43MPut Options Held
4.55M-
Vanguard Group Inc Valley Forge, PA108MShares$9.79 Billion0.15% of portfolio
-
Black Rock Inc. New York, NY77.7MShares$7.04 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY69.8MShares$6.32 Billion0.44% of portfolio
-
State Street Corp Boston, MA59.1MShares$5.36 Billion0.2% of portfolio
-
Capital World Investors Los Angeles, CA33.5MShares$3.04 Billion0.45% of portfolio
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...