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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
413+ 1.94% |
$33.4K - $38.4K
|
21.7K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
411+ 3.32% |
$33.3K - $38.2K
|
12.8K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
411+ 9.47% |
$33.3K - $38.2K
|
4.75K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
405+ 7.67% |
$32.8K - $37.6K
|
5.69K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
400+ 20.89% |
$32.4K - $37.2K
|
2.32K
$213K
|
|
|
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
|
Hbw Advisory Services LLC
|
BUY
|
- |
398+ 4.23% |
$32.2K - $37K
|
9.8K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
395New |
$32K - $36.7K
|
395
$36.3K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
394+ 7.83% |
$31.9K - $36.6K
|
5.43K
$499K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
393+ 262.0% |
$31.8K - $36.5K
|
543
$49.9K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
392+ 7.63% |
$31.7K - $36.4K
|
5.53K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
390New |
$31.6K - $36.3K
|
390
$35.9K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
389+ 71.38% |
$31.5K - $36.2K
|
934
$85.9K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
383New |
$31K - $35.6K
|
383
$35.2K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
377+ 20.68% |
$30.5K - $35K
|
2.2K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
371+ 5.7% |
$30K - $34.5K
|
6.88K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
368+ 5.06% |
$29.8K - $34.2K
|
7.64K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
364+ 2.15% |
$29.5K - $33.8K
|
17.3K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
360New |
$29.1K - $33.5K
|
360
$33.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
351+ 8.98% |
$28.4K - $32.6K
|
4.26K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
350+ 70.42% |
$28.3K - $32.5K
|
847
$77.9K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
347+ 7.44% |
$28.1K - $32.3K
|
5.01K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
346+ 5.79% |
$28K - $32.2K
|
6.32K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
340+ 10.9% |
$27.5K - $31.6K
|
3.46K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
340+ 54.31% |
$27.5K - $31.6K
|
966
$88.8K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
337+ 9.26% |
$27.3K - $31.3K
|
3.98K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
335+ 2.5% |
$27.1K - $31.1K
|
13.8K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
335+ 0.6% |
$27.1K - $31.1K
|
56K
$5.15M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
332+ 7.76% |
$26.9K - $30.9K
|
4.61K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
327+ 1.64% |
$26.5K - $30.4K
|
20.2K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
325+ 10.95% |
$26.3K - $30.2K
|
3.29K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
319+ 11.36% |
$25.8K - $29.7K
|
3.13K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
316+ 12.71% |
$25.6K - $29.4K
|
2.8K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
315+ 6.72% |
$25.5K - $29.3K
|
5K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
312+ 6.42% |
$25.3K - $29K
|
5.17K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
308+ 3.27% |
$24.9K - $28.6K
|
9.72K
$893K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
305New |
$24.7K - $28.4K
|
305
$28K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
304+ 0.36% |
$24.6K - $28.3K
|
85.7K
$7.88M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
304+ 1.68% |
$24.6K - $28.3K
|
18.4K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
302+ 5.93% |
$24.4K - $28.1K
|
5.39K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
301+ 1.19% |
$24.4K - $28K
|
25.6K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
300+ 2.19% |
$24.3K - $27.9K
|
14K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
298+ 5.44% |
$24.1K - $27.7K
|
5.78K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
297+ 4.19% |
$24K - $27.6K
|
7.39K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
295+ 4.35% |
$23.9K - $27.4K
|
7.08K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
293+ 0.7% |
$23.7K - $27.2K
|
42K
$3.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
292+ 2.71% |
$23.6K - $27.1K
|
11.1K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
292+ 16.1% |
$23.6K - $27.1K
|
2.11K
$194K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
285+ 4.99% |
$23.1K - $26.5K
|
6K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
280+ 6.85% |
$22.7K - $26K
|
4.37K
$402K
|