Number of Shares
534,826.00
Current Holdings Value*
$49.18 Mil
% of Portfolio
5.6%
Total Estimate Gain
$31.04 Mil
% of Total Estimate Gain
15.82%

NYLI VP Fidelity Institutional AM Utilities Portfolio's Southern Co Holding Summary

As of 2025-03-31, NYLI VP Fidelity Institutional AM Utilities Portfolio held 534,826.00 shares of Southern Co(SO), totaling $49.18 Mil. This investment constitutes 5.6% of their stock portfolio, and NYLI VP Fidelity Institutional AM Utilities Portfolio now holds 0.05% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q3. And since then NYLI VP Fidelity Institutional AM Utilities Portfolio has made 8 purchases of SO, at an average price of $62.79, for a total of 3.13 Mil shares. In addition, there have been 10 sales at an average price of $68.78 for 2.59 Mil shares. Based on historical transaction data and SO's current price of $91.79, NYLI VP Fidelity Institutional AM Utilities Portfolio's estimated gain on his SO holdings is $31.04 Mil, reflecting a 15.82% gain to date.

NYLI VP Fidelity Institutional AM Utilities Portfolio SO ($91.79) Holding Chart

NYLI VP Fidelity Institutional AM Utilities Portfolio SO ($91.79) 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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