Number of Shares
25,611.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
1.57%
Total Estimate Gain
$108,846.75
% of Total Estimate Gain
4.73%

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s Southern Co Holding Summary

As of 2025-06-30, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 25,611.00 shares of Southern Co(SO), totaling $2.35 Mil. This investment constitutes 1.57% of their stock portfolio, and KLEIN PAVLIS & PEASLEY FINANCIAL, INC. now holds 0% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2025Q2. And since then KLEIN PAVLIS & PEASLEY FINANCIAL, INC. has made 1 purchases of SO, at an average price of $89.85, for a total of 25,611.00 shares. Based on historical transaction data and SO's current price of $94.10, KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s estimated gain on his SO holdings is $108,846.75, reflecting a 4.73% gain to date.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SO ($94.10) Holding Chart

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. SO ($94.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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