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
|
Wedmont Private Capital
|
BUY
|
- |
852+ 5.26% |
$69K - $79.2K
|
17.1K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
847+ 5.76% |
$68.6K - $78.7K
|
15.6K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
844+ 1.81% |
$68.3K - $78.5K
|
47.6K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
840+ 9.5% |
$68K - $78.1K
|
9.68K
$890K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
832+ 4.51% |
$67.4K - $77.3K
|
19.3K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
822+ 16.15% |
$66.5K - $76.4K
|
5.91K
$544K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
822+ 8.72% |
$66.5K - $76.4K
|
10.3K
$943K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
800+ 6.83% |
$64.8K - $74.4K
|
12.5K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
800+ 2.44% |
$64.8K - $74.4K
|
33.6K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
798+ 30.05% |
$64.6K - $74.2K
|
3.45K
$318K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
785+ 1.92% |
$63.6K - $73K
|
41.7K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
785+ 3.88% |
$63.6K - $73K
|
21K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
776+ 2.43% |
$62.8K - $72.1K
|
32.7K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
770+ 4.38% |
$62.3K - $71.6K
|
18.3K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
764New |
$61.9K - $71K
|
764
$70.3K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
756+ 21.34% |
$61.2K - $70.3K
|
4.3K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
751+ 6.12% |
$60.8K - $69.8K
|
13K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
750+ 20.13% |
$60.7K - $69.7K
|
4.48K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
748+ 67.88% |
$60.6K - $69.5K
|
1.85K
$170K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
748+ 25.98% |
$60.6K - $69.5K
|
3.63K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
746+ 444.05% |
$60.4K - $69.3K
|
914
$84.1K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
740+ 11.52% |
$59.9K - $68.8K
|
7.16K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
728+ 14.74% |
$58.9K - $67.7K
|
5.67K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
725+ 4.08% |
$58.7K - $67.4K
|
18.5K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
719+ 2.74% |
$58.2K - $66.8K
|
26.9K
$2.48M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
715+ 2.58% |
$57.9K - $66.5K
|
28.5K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
714+ 17.75% |
$57.8K - $66.4K
|
4.74K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
711+ 3.35% |
$57.6K - $66.1K
|
22K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
694+ 159.91% |
$56.2K - $64.5K
|
1.13K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
694+ 0.87% |
$56.2K - $64.5K
|
80.4K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
690New |
$55.9K - $64.1K
|
690
$63.5K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
682+ 1.83% |
$55.2K - $63.4K
|
37.9K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
682+ 1.38% |
$55.2K - $63.4K
|
50.1K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
678+ 4.33% |
$54.9K - $63K
|
16.3K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
673+ 2.64% |
$54.5K - $62.6K
|
26.2K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
664+ 4.74% |
$53.8K - $61.7K
|
14.7K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
661+ 4.32% |
$53.5K - $61.4K
|
16K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
652+ 3.19% |
$52.8K - $60.6K
|
21.1K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
650+ 9.19% |
$52.6K - $60.4K
|
7.72K
$710K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
648+ 6.43% |
$52.5K - $60.2K
|
10.7K
$987K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
634+ 8.48% |
$51.3K - $58.9K
|
8.11K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
630+ 2.02% |
$51K - $58.6K
|
31.9K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
627+ 42.71% |
$50.8K - $58.3K
|
2.1K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
627+ 2.53% |
$50.8K - $58.3K
|
25.4K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
626+ 1.27% |
$50.7K - $58.2K
|
49.9K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
614+ 4.63% |
$49.7K - $57.1K
|
13.9K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
609+ 1.65% |
$49.3K - $56.6K
|
37.5K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
600+ 7.77% |
$48.6K - $55.8K
|
8.32K
$765K
|
|
|
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
|