Walled Lake Planning & Wealth Management, LLC Southern CO Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$61.1 - $68.58 $14,664 - $16,459	-240 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$43.23 - $70.85 $86 - $141	2 Added 0.84%	240 $13,000
Q4 2019 May 15, 2020	BUY	$60.33 - $63.86 $14,358 - $15,198	238 New	238 $15,000

Others Institutions Holding SO

# of Institutions

2,139

Shares Held

707M

Call Options Held

4.27M

Put Options Held

2.67M

Vanguard Group Inc Valley Forge, PA

101M
Shares

$8.92 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

77.7M
Shares

$6.88 Billion
0.14% of portfolio
State Street Corp Boston, MA

57.4M
Shares

$5.08 Billion
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

39.9M
Shares

$3.53 Billion
0.27% of portfolio
Capital International Investors Los Angeles, CA

28.8M
Shares

$2.55 Billion
0.47% of portfolio

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $96.4B
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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