Number of Shares
896,895.00
Current Holdings Value*
$80.53 Mil
% of Portfolio
4.26%
Total Estimate Gain
$23.41 Mil
% of Total Estimate Gain
10.24%

Select Utilities Portfolio's Southern Co Holding Summary

As of 2025-02-28, Select Utilities Portfolio held 896,895.00 shares of Southern Co(SO), totaling $80.53 Mil. This investment constitutes 4.26% of their stock portfolio, and Select Utilities Portfolio now holds 0.08% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2021Q4. And since then Select Utilities Portfolio has made 6 purchases of SO, at an average price of $69.96, for a total of 3.27 Mil shares. In addition, there have been 8 sales at an average price of $70.99 for 2.37 Mil shares. Based on historical transaction data and SO's current price of $93.33, Select Utilities Portfolio's estimated gain on his SO holdings is $23.41 Mil, reflecting a 10.24% gain to date.

Select Utilities Portfolio SO ($93.33) Holding Chart

Select Utilities Portfolio SO ($93.33) 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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