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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.87KNew |
$151K - $173K
|
1.87K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.83K+ 24.62% |
$148K - $170K
|
9.27K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.82K+ 1.36% |
$147K - $169K
|
136K
$12.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.8K+ 16.04% |
$146K - $167K
|
13K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.8K+ 50.46% |
$146K - $167K
|
5.37K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.77K+ 13.86% |
$143K - $164K
|
14.5K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.76KNew |
$143K - $164K
|
1.76K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 3.57% |
$141K - $162K
|
50.5K
$4.64M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.73K+ 5.04% |
$140K - $161K
|
36.1K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.73K+ 0.16% |
$140K - $161K
|
1.12M
$103M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.69K+ 19.97% |
$136K - $157K
|
10.1K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.67K+ 131.99% |
$135K - $155K
|
2.93K
$269K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.67K+ 73.06% |
$135K - $155K
|
3.94K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.65K+ 24.48% |
$134K - $154K
|
8.4K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.63K+ 296.55% |
$132K - $152K
|
2.18K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.62K+ 211.39% |
$131K - $150K
|
2.38K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.61K+ 1.28% |
$130K - $150K
|
128K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.59K+ 1.32% |
$128K - $147K
|
122K
$11.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.57K+ 19.79% |
$127K - $146K
|
9.52K
$876K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.57K+ 30.78% |
$127K - $146K
|
6.68K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.54K+ 22.69% |
$125K - $143K
|
8.34K
$767K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.51K+ 5.7% |
$123K - $141K
|
28.1K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.5K+ 4.8% |
$121K - $139K
|
32.7K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.5K+ 54.45% |
$121K - $139K
|
4.26K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 20.07% |
$121K - $139K
|
8.96K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.5K+ 3.13% |
$121K - $139K
|
49.3K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.49K+ 0.59% |
$121K - $139K
|
255K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.48K+ 3.51% |
$120K - $137K
|
43.7K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.45K+ 0.57% |
$118K - $135K
|
258K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.45K+ 19.73% |
$117K - $135K
|
8.8K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.45K+ 4.73% |
$117K - $134K
|
32K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 46.45% |
$114K - $131K
|
4.44K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.4K+ 0.96% |
$114K - $130K
|
148K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.38K+ 4.94% |
$112K - $128K
|
29.3K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.37K+ 14.55% |
$111K - $127K
|
10.8K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.37KNew |
$111K - $127K
|
1.37K
$126K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.37K+ 1.29% |
$111K - $127K
|
107K
$9.85M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.36K+ 2.15% |
$110K - $127K
|
64.7K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.36K+ 19.82% |
$110K - $126K
|
8.21K
$755K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.35K+ 4.44% |
$110K - $126K
|
31.8K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.32K+ 4.4% |
$107K - $123K
|
31.3K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.32K+ 22.36% |
$107K - $123K
|
7.21K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$106K - $122K
|
1.31K
$120K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.3KNew |
$105K - $121K
|
1.3K
$120K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.29K+ 2.78% |
$105K - $120K
|
47.8K
$4.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.26K+ 99.84% |
$102K - $117K
|
2.52K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.26KNew |
$102K - $117K
|
1.26K
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 11.0% |
$102K - $117K
|
12.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 2.98% |
$102K - $117K
|
43.3K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.25K+ 31.54% |
$101K - $116K
|
5.22K
$480K
|