Welch Group, LLC SO Holdings History

Number of Shares
766,450.00
Current Holdings Value*
$69.85 Mil
% of Portfolio
3.07%
Total Estimate Gain
$34.06 Mil
% of Total Estimate Gain
81.45%

Welch Group, LLC's Southern Co Holding Summary

As of 2025-03-31, Welch Group, LLC held 766,450.00 shares of Southern Co(SO), totaling $69.85 Mil. This investment constitutes 3.07% of their stock portfolio, and Welch Group, LLC now holds 0.07% of the outstanding Southern Co(SO) stock.

The initial trade took place in 2014Q1. And since then Welch Group, LLC has made 28 purchases of SO, at an average price of $49.75, for a total of 840,509.00 shares. In addition, there have been 8 sales at an average price of $65.54 for 74,059.00 shares. Based on historical transaction data and SO's current price of $92.66, Welch Group, LLC's estimated gain on his SO holdings is $34.06 Mil, reflecting a 81.45% gain to date.

Welch Group, LLC SO ($92.66) Holding Chart

Welch Group, 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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