Number of Shares
209,700.00
Current Holdings Value*
$19.28 Mil
% of Portfolio
1.69%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
9.88%

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)'s Southern Co Holding Summary

As of 2025-03-31, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) held 209,700.00 shares of Southern Co(SO), totaling $19.28 Mil. This investment constitutes 1.69% of their stock portfolio, and OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) now holds 0.02% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2022Q3. And since then OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) has made 4 purchases of SO, at an average price of $79.70, for a total of 350,339.00 shares. In addition, there have been 2 sales at an average price of $80.00 for 140,639.00 shares. Based on historical transaction data and SO's current price of $92.66, OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)'s estimated gain on his SO holdings is $2.76 Mil, reflecting a 9.88% gain to date.

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) SO ($92.66) Holding Chart

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) SO ($92.66) 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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