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 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 2.34% |
$183K - $210K
|
98.8K
$9.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$207K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$207K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.25KNew |
$182K - $209K
|
2.25K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
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 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.24K+ 9.26% |
$182K - $209K
|
26.5K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.24KNew |
$182K - $208K
|
2.24K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.24KNew |
$181K - $208K
|
2.24K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
2.24KNew |
$181K - $208K
|
2.24K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.23KNew |
$180K - $207K
|
2.23K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.22KNew |
$180K - $206K
|
2.22K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.22KNew |
$179K - $206K
|
2.22K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$204K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.21KNew |
$179K - $206K
|
2.21K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.21KNew |
$179K - $205K
|
2.21K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.2KNew |
$178K - $205K
|
2.2K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.2KNew |
$178K - $204K
|
2.2K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
2.19KNew |
$177K - $203K
|
2.19K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.18K+ 0.96% |
$177K - $203K
|
231K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.18KNew |
$177K - $203K
|
2.18K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.18KNew |
$176K - $203K
|
2.18K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.18KNew |
$176K - $202K
|
2.18K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.17K+ 84.3% |
$176K - $202K
|
4.74K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.15K+ 12.74% |
$174K - $200K
|
19K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.14K+ 23.48% |
$174K - $199K
|
11.3K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.12K+ 2.11% |
$172K - $197K
|
103K
$9.43M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 13.04% |
$171K - $196K
|
18.3K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 21.38% |
$169K - $194K
|
11.9K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.07K+ 0.96% |
$167K - $192K
|
217K
$19.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.06K+ 1.18% |
$167K - $192K
|
177K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.06K+ 13.97% |
$167K - $191K
|
16.8K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.04K+ 12.2% |
$165K - $190K
|
18.8K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.02K+ 1.96% |
$163K - $187K
|
105K
$9.65M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
2.01KNew |
$162K - $186K
|
2.01K
$184K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2K+ 9.35% |
$162K - $186K
|
23.4K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.99K+ 1.74% |
$161K - $185K
|
116K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.96K+ 84.06% |
$158K - $182K
|
4.28K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.95K+ 3.95% |
$158K - $182K
|
51.4K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.91K+ 59.1% |
$155K - $177K
|
5.14K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.9K+ 18.27% |
$154K - $177K
|
12.3K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.88K+ 6.83% |
$152K - $175K
|
29.4K
$2.7M
|