Zacks Investment Management Southern CO Transaction History

Zacks Investment Management

$10.5 Billion
Q4 2024

A detailed history of Zacks Investment Management transactions in Southern CO stock. As of the latest transaction made, Zacks Investment Management holds 1,284,501 shares of SO stock, worth $118 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

1,284,501

Previous 1,427,004 9.99%

Holding current value

$118 Million

Previous $129 Million 17.82%

% of portfolio

1.0%

Previous 1.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$81.5 - $94.15 $11.6 Million - $13.4 Million	-142,503 Reduced 9.99%	1,284,501 $106 Million
Q3 2024 Nov 14, 2024	BUY	$77.0 - $90.52 $10.9 Million - $12.8 Million	141,447 Added 11.0%	1,427,004 $129 Million
Q2 2024 Aug 14, 2024	BUY	$67.77 - $80.71 $3.23 Million - $3.84 Million	47,632 Added 3.85%	1,285,557 $99.7 Million
Q1 2024 May 15, 2024	BUY	$66.25 - $72.24 $2.28 Million - $2.48 Million	34,340 Added 2.85%	1,237,925 $88.8 Million
Q4 2023 Feb 14, 2024	SELL	$62.71 - $73.08 $2.03 Million - $2.37 Million	-32,433 Reduced 2.62%	1,203,585 $84.4 Million
Q3 2023 Nov 14, 2023	BUY	$64.72 - $73.09 $278,684 - $314,725	4,306 Added 0.35%	1,236,018 $80 Million
Q2 2023 Aug 15, 2023	BUY	$68.97 - $75.66 $5.96 Million - $6.54 Million	86,459 Added 7.55%	1,231,712 $86.5 Million
Q2 2023 Aug 14, 2023	SELL	$68.97 - $75.66 $5.28 Million - $5.8 Million	-76,611 Reduced 6.27%	1,145,253 $80.5 Million
Q1 2023 May 15, 2023	BUY	$62.32 - $72.5 $2.78 Million - $3.23 Million	44,555 Added 3.78%	1,221,864 $85 Million
Q4 2022 Feb 14, 2023	BUY	$63.44 - $72.26 $2.77 Million - $3.16 Million	43,735 Added 3.86%	1,177,309 $84.1 Million
Q3 2022 Nov 14, 2022	BUY	$68.0 - $80.16 $3.08 Million - $3.63 Million	45,279 Added 4.16%	1,133,574 $77.1 Million
Q2 2022 Aug 15, 2022	BUY	$65.39 - $76.51 $5.41 Million - $6.33 Million	82,720 Added 8.23%	1,088,295 $77.6 Million
Q1 2022 May 13, 2022	BUY	$62.84 - $72.51 $3.86 Million - $4.45 Million	61,437 Added 6.51%	1,005,575 $72.9 Million
Q4 2021 Feb 15, 2022	BUY	$61.1 - $68.58 $894,259 - $1 Million	14,636 Added 1.57%	944,138 $64.7 Million
Q3 2021 Nov 15, 2021	BUY	$61.34 - $67.32 $1.65 Million - $1.81 Million	26,917 Added 2.98%	929,502 $57.6 Million
Q2 2021 Aug 16, 2021	BUY	$60.46 - $66.42 $2.74 Million - $3.01 Million	45,320 Added 5.29%	902,585 $54.6 Million
Q1 2021 May 17, 2021	SELL	$56.72 - $62.32 $5.04 Million - $5.53 Million	-88,775 Reduced 9.38%	857,265 $53.3 Million
Q4 2020 Feb 16, 2021	SELL	$54.62 - $64.17 $1.53 Million - $1.8 Million	-28,037 Reduced 2.88%	946,040 $58.1 Million
Q3 2020 Nov 16, 2020	BUY	$51.56 - $55.78 $1.64 Million - $1.77 Million	31,775 Added 3.37%	974,077 $52.8 Million
Q2 2020 Aug 14, 2020	SELL	$50.14 - $60.33 $2.39 Million - $2.88 Million	-47,742 Reduced 4.82%	942,302 $48.9 Million
Q1 2020 May 15, 2020	SELL	$43.23 - $70.85 $612,655 - $1 Million	-14,172 Reduced 1.41%	990,044 $53.6 Million
Q4 2019 Feb 14, 2020	BUY	$60.33 - $63.86 $419,896 - $444,465	6,960 Added 0.7%	1,004,216 $64 Million
Q3 2019 Nov 14, 2019	BUY	$54.84 - $61.98 $1.03 Million - $1.16 Million	18,751 Added 1.92%	997,256 $61.6 Million
Q2 2019 Aug 14, 2019	BUY	$51.2 - $56.28 $6.99 Million - $7.68 Million	136,495 Added 16.21%	978,505 $54.1 Million
Q1 2019 May 15, 2019	BUY	$43.72 - $52.53 $36.8 Million - $44.2 Million	842,010 New	842,010 $43.5 Million

Others Institutions Holding SO

# of Institutions

2,370

Shares Held

718M

Call Options Held

4.13M

Put Options Held

3.43M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $100B
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...

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Zacks Investment Management Southern CO Transaction History