Purchases and Sales Made in Q1 2025 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 2025. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.94M+ 11230.08% |
$157M - $180M
|
1.95M
$180M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
57.1K+ 1629.0% |
$4.62M - $5.31M
|
60.6K
$5.57M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
46.8K+ 217.8% |
$3.79M - $4.35M
|
68.2K
$6.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
21.9K+ 52.37% |
$1.77M - $2.04M
|
63.7K
$5.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 99138.1% |
$1.69M - $1.94M
|
20.8K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14K+ 5.88% |
$1.13M - $1.3M
|
252K
$23.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4K+ 18.8% |
$921K - $1.06M
|
71.9K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.4K+ 73.48% |
$920K - $1.06M
|
26.8K
$2.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.13KNew |
$739K - $849K
|
9.13K
$840K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.93K+ 33.72% |
$642K - $737K
|
31.5K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.96K+ 81.45% |
$402K - $461K
|
11.1K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.68KNew |
$379K - $435K
|
4.68K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.62K+ 7.4% |
$293K - $337K
|
52.6K
$4.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
3.53KNew |
$286K - $328K
|
3.53K
$325K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3K+ 13.51% |
$242K - $278K
|
25.2K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.61K+ 2.66% |
$212K - $243K
|
101K
$9.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.57KNew |
$208K - $238K
|
2.57K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.45KNew |
$199K - $228K
|
2.45K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.41KNew |
$195K - $224K
|
2.41K
$221K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.36K+ 18.09% |
$191K - $219K
|
15.4K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$209K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.24KNew |
$181K - $208K
|
2.24K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$180K - $207K
|
2.23K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.19KNew |
$177K - $203K
|
2.19K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 16.04% |
$146K - $167K
|
13K
$1.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.57K+ 19.79% |
$127K - $146K
|
9.52K
$876K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 20.07% |
$121K - $139K
|
8.96K
$823K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.26K+ 99.84% |
$102K - $117K
|
2.52K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 1.16% |
$101K - $116K
|
109K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.09K+ 5.85% |
$88K - $101K
|
19.7K
$1.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
950+ 20.38% |
$76.9K - $88.3K
|
5.61K
$516K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
891+ 1.84% |
$72.1K - $82.8K
|
49.3K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
822+ 16.15% |
$66.5K - $76.4K
|
5.91K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
785+ 1.92% |
$63.6K - $73K
|
41.7K
$3.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
648+ 6.43% |
$52.5K - $60.2K
|
10.7K
$987K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
627+ 42.71% |
$50.8K - $58.3K
|
2.1K
$193K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
595+ 22.45% |
$48.2K - $55.3K
|
3.25K
$298K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
594+ 4.68% |
$48.1K - $55.2K
|
13.3K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
534New |
$43.2K - $49.6K
|
534
$49.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
519+ 6.66% |
$42K - $48.2K
|
8.32K
$765K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
480+ 657.53% |
$38.9K - $44.6K
|
553
$50.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
398+ 4.23% |
$32.2K - $37K
|
9.8K
$901K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
398+ 7.54% |
$32.2K - $37K
|
5.68K
$522K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
319+ 11.36% |
$25.8K - $29.7K
|
3.13K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
304+ 0.36% |
$24.6K - $28.3K
|
85.7K
$7.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
260+ 4.57% |
$21K - $24.2K
|
5.94K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
258+ 3.18% |
$20.9K - $24K
|
8.38K
$771K
|