Number of Shares
177,762.00
Current Holdings Value*
$16.35 Mil
% of Portfolio
5.51%
Total Estimate Gain
$5.18 Mil
% of Total Estimate Gain
10.25%

VIP Utilities Portfolio's Southern Co Holding Summary

As of 2025-03-31, VIP Utilities Portfolio held 177,762.00 shares of Southern Co(SO), totaling $16.35 Mil. This investment constitutes 5.51% of their stock portfolio, and VIP Utilities Portfolio now holds 0.02% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2019Q3. And since then VIP Utilities Portfolio has made 9 purchases of SO, at an average price of $66.85, for a total of 755,672.00 shares. In addition, there have been 10 sales at an average price of $68.18 for 577,910.00 shares. Based on historical transaction data and SO's current price of $91.66, VIP Utilities Portfolio's estimated gain on his SO holdings is $5.18 Mil, reflecting a 10.25% gain to date.

VIP Utilities Portfolio SO ($91.66) Holding Chart

VIP Utilities Portfolio SO ($91.66) 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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