A detailed history of Welch Group, LLC transactions in Southern CO stock. As of the latest transaction made, Welch Group, LLC holds 785,721 shares of SO stock, worth $65.3 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
785,721
Previous 789,281 0.45%
Holding current value
$65.3 Million
Previous $61.2 Million 15.72%
% of portfolio
3.09%
Previous 2.95%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$77.0 - $90.52 $274,120 - $322,251
-3,560 Reduced 0.45%
785,721 $70.8 Million
Q2 2024

Jul 17, 2024

BUY
$67.77 - $80.71 $14,299 - $17,029
211 Added 0.03%
789,281 $61.2 Million
Q1 2024

Apr 09, 2024

BUY
$66.25 - $72.24 $745,180 - $812,555
11,248 Added 1.45%
789,070 $56.6 Million
Q4 2023

Jan 22, 2024

BUY
$62.71 - $73.08 $513,281 - $598,159
8,185 Added 1.06%
777,822 $54.5 Million
Q3 2023

Oct 18, 2023

BUY
$64.72 - $73.09 $539,052 - $608,766
8,329 Added 1.09%
769,637 $49.8 Million
Q2 2023

Jul 18, 2023

BUY
$68.97 - $75.66 $1.14 Million - $1.25 Million
16,586 Added 2.23%
761,308 $53.5 Million
Q1 2023

Apr 13, 2023

BUY
$62.32 - $72.5 $1.24 Million - $1.44 Million
19,820 Added 2.73%
744,722 $51.8 Million
Q4 2022

Jan 27, 2023

BUY
$63.44 - $72.26 $685,976 - $781,347
10,813 Added 1.51%
724,902 $51.8 Million
Q3 2022

Oct 13, 2022

BUY
$68.0 - $80.16 $333,812 - $393,505
4,909 Added 0.69%
714,089 $48.6 Million
Q2 2022

Jul 21, 2022

BUY
$65.39 - $76.51 $701,700 - $821,028
10,731 Added 1.54%
709,180 $50.6 Million
Q1 2022

Apr 29, 2022

BUY
$62.84 - $72.51 $923,245 - $1.07 Million
14,692 Added 2.15%
698,449 $50.6 Million
Q4 2021

Jan 26, 2022

BUY
$61.1 - $68.58 $2.23 Million - $2.51 Million
36,536 Added 5.65%
683,757 $46.9 Million
Q3 2021

Nov 05, 2021

BUY
$61.34 - $67.32 $542,613 - $595,512
8,846 Added 1.39%
647,221 $40.1 Million
Q2 2021

Jul 21, 2021

BUY
$60.46 - $66.42 $575,397 - $632,119
9,517 Added 1.51%
638,375 $38.6 Million
Q1 2021

Apr 23, 2021

BUY
$56.72 - $62.32 $905,818 - $995,250
15,970 Added 2.61%
628,858 $39.1 Million
Q4 2020

Jan 25, 2021

SELL
$54.62 - $64.17 $165,826 - $194,820
-3,036 Reduced 0.49%
612,888 $37.7 Million
Q3 2020

Oct 28, 2020

BUY
$51.56 - $55.78 $1.01 Million - $1.1 Million
19,631 Added 3.29%
615,924 $33.4 Million
Q2 2020

Jul 22, 2020

BUY
$50.14 - $60.33 $99,527 - $119,755
1,985 Added 0.33%
596,293 $30.9 Million
Q1 2020

Apr 28, 2020

BUY
$43.23 - $70.85 $2.07 Million - $3.4 Million
47,991 Added 8.78%
594,308 $32.2 Million
Q4 2019

Jan 24, 2020

SELL
$60.33 - $63.86 $461,826 - $488,848
-7,655 Reduced 1.38%
546,317 $34.8 Million
Q3 2019

Nov 05, 2019

SELL
$54.84 - $61.98 $1.3 Million - $1.47 Million
-23,748 Reduced 4.11%
553,972 $34.2 Million
Q2 2019

Jul 11, 2019

SELL
$51.2 - $56.28 $498,176 - $547,604
-9,730 Reduced 1.66%
577,720 $31.9 Million
Q1 2019

Apr 15, 2019

BUY
$43.72 - $52.53 $416,782 - $500,768
9,533 Added 1.65%
587,450 $30.4 Million
Q4 2018

Jan 10, 2019

SELL
$42.79 - $47.56 $302,054 - $335,726
-7,059 Reduced 1.21%
577,917 $25.4 Million
Q3 2018

Nov 01, 2018

BUY
$42.66 - $49.08 $350,835 - $403,633
8,224 Added 1.43%
584,976 $25.5 Million
Q2 2018

Jul 30, 2018

BUY
$42.73 - $46.6 $2.21 Million - $2.41 Million
51,777 Added 9.86%
576,752 $26.7 Million
Q1 2018

Apr 23, 2018

BUY
$42.92 - $47.2 $6.18 Million - $6.8 Million
144,024 Added 37.81%
524,975 $23.4 Million
Q4 2017

Feb 01, 2018

BUY
$48.05 - $53.25 $1.47 Million - $1.62 Million
30,516 Added 8.71%
380,951 $18.3 Million
Q3 2017

Nov 07, 2017

BUY
$47.92 - $50.64 $58,222 - $61,527
1,215 Added 0.35%
350,435 $17.2 Million
Q2 2017

Aug 07, 2017

BUY
N/A
349,220
349,220 $16.7 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 $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 Welch Group, LLC Portfolio

Follow Welch Group, 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 Welch Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Group, LLC with notifications on news.