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 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
594+ 6.84% |
$48.1K - $55.2K
|
9.28K
$854K
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
593+ 0.67% |
$48K - $55.1K
|
88.9K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
593+ 0.74% |
$48K - $55.1K
|
80.5K
$7.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
578+ 12.05% |
$46.8K - $53.7K
|
5.38K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
575+ 0.7% |
$46.6K - $53.5K
|
82.3K
$7.57M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
575+ 9.35% |
$46.6K - $53.5K
|
6.73K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
569+ 31.73% |
$46.1K - $52.9K
|
2.36K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
566New |
$45.8K - $52.6K
|
566
$52K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
558+ 3.74% |
$45.2K - $51.9K
|
15.5K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
542New |
$43.9K - $50.4K
|
542
$49.8K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
541+ 7.88% |
$43.8K - $50.3K
|
7.4K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
539+ 6.05% |
$43.6K - $50.1K
|
9.45K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
537+ 3.68% |
$43.5K - $49.9K
|
15.1K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
534New |
$43.2K - $49.6K
|
534
$49.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
525+ 13.6% |
$42.5K - $48.8K
|
4.39K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
521+ 12.95% |
$42.2K - $48.4K
|
4.55K
$418K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
519+ 6.66% |
$42K - $48.2K
|
8.32K
$765K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
517+ 9.68% |
$41.9K - $48.1K
|
5.86K
$539K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
513+ 2.23% |
$41.5K - $47.7K
|
23.5K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
509+ 16.85% |
$41.2K - $47.3K
|
3.53K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
505+ 6.69% |
$40.9K - $46.9K
|
8.05K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
504+ 5.62% |
$40.8K - $46.9K
|
9.47K
$870K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 9.26% |
$40.5K - $46.5K
|
5.9K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
500+ 1.61% |
$40.5K - $46.5K
|
31.5K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
500+ 8.59% |
$40.5K - $46.5K
|
6.32K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
500+ 10.63% |
$40.5K - $46.5K
|
5.2K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
496+ 5.29% |
$40.2K - $46.1K
|
9.88K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
495+ 5.4% |
$40.1K - $46K
|
9.65K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
494+ 1.26% |
$40K - $45.9K
|
39.7K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
484+ 0.66% |
$39.2K - $45K
|
73.4K
$6.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
480+ 657.53% |
$38.9K - $44.6K
|
553
$50.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
480+ 11.02% |
$38.9K - $44.6K
|
4.84K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
480+ 2.51% |
$38.9K - $44.6K
|
19.6K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
476+ 2.61% |
$38.5K - $44.2K
|
18.7K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
475+ 7.95% |
$38.5K - $44.2K
|
6.45K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
474+ 3.51% |
$38.4K - $44.1K
|
14K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
464+ 3.52% |
$37.6K - $43.1K
|
13.7K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
464+ 0.36% |
$37.6K - $43.1K
|
128K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459+ 17.22% |
$37.2K - $42.7K
|
3.12K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
457+ 12.02% |
$37K - $42.5K
|
4.26K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
452+ 15.45% |
$36.6K - $42K
|
3.38K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
451+ 8.14% |
$36.5K - $41.9K
|
5.99K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
444+ 9.18% |
$35.9K - $41.3K
|
5.28K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
440+ 11.83% |
$35.6K - $40.9K
|
4.16K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
438+ 2.2% |
$35.5K - $40.7K
|
20.3K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
435New |
$35.2K - $40.4K
|
435
$40K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
433+ 0.71% |
$35.1K - $40.3K
|
61.7K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
431New |
$34.9K - $40.1K
|
431
$39.6K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
430+ 0.04% |
$34.8K - $40K
|
1.11M
$102M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
416+ 9.9% |
$33.7K - $38.7K
|
4.62K
$425K
|