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 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
194+ 1.02% |
$15.7K - $18K
|
19.2K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
192+ 0.7% |
$15.5K - $17.8K
|
27.7K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
192New |
$15.5K - $17.8K
|
192
$17.7K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
190New |
$15.4K - $17.7K
|
190
$17.5K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
187+ 1.29% |
$15.1K - $17.4K
|
14.7K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
186+ 14.39% |
$15.1K - $17.3K
|
1.48K
$136K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
186+ 0.42% |
$15.1K - $17.3K
|
44.3K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
182+ 4.08% |
$14.7K - $16.9K
|
4.65K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
172+ 0.58% |
$13.9K - $16K
|
30K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
166+ 5.62% |
$13.4K - $15.4K
|
3.12K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
165+ 3.7% |
$13.4K - $15.3K
|
4.62K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
164+ 5.7% |
$13.3K - $15.2K
|
3.04K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
162+ 1.06% |
$13.1K - $15.1K
|
15.4K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
159+ 6.1% |
$12.9K - $14.8K
|
2.76K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
159+ 2.72% |
$12.9K - $14.8K
|
6.01K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
155+ 4.6% |
$12.5K - $14.4K
|
3.53K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
154+ 2.51% |
$12.5K - $14.3K
|
6.3K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152+ 7.07% |
$12.3K - $14.1K
|
2.3K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 2.33% |
$12.3K - $14.1K
|
6.66K
$613K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
150+ 1.82% |
$12.1K - $13.9K
|
8.38K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
148+ 24.71% |
$12K - $13.8K
|
747
$68.7K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
147+ 5.12% |
$11.9K - $13.7K
|
3.02K
$277K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
146+ 4.01% |
$11.8K - $13.6K
|
3.78K
$348K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
146+ 0.79% |
$11.8K - $13.6K
|
18.5K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
145+ 3.89% |
$11.7K - $13.5K
|
3.87K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
144+ 4.6% |
$11.7K - $13.4K
|
3.28K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
141+ 1.22% |
$11.4K - $13.1K
|
11.7K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
141+ 0.63% |
$11.4K - $13.1K
|
22.5K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
141+ 0.19% |
$11.4K - $13.1K
|
74.5K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
140+ 3.96% |
$11.3K - $13K
|
3.68K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
139+ 1.96% |
$11.3K - $12.9K
|
7.23K
$665K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
137+ 0.81% |
$11.1K - $12.7K
|
17K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
137+ 2.14% |
$11.1K - $12.7K
|
6.54K
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
136+ 2.16% |
$11K - $12.6K
|
6.42K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
134+ 3.75% |
$10.8K - $12.5K
|
3.71K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
132+ 0.74% |
$10.7K - $12.3K
|
17.9K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
132+ 0.95% |
$10.7K - $12.3K
|
14.1K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
131+ 5.23% |
$10.6K - $12.2K
|
2.63K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
131+ 0.73% |
$10.6K - $12.2K
|
18K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
129+ 0.45% |
$10.4K - $12K
|
28.7K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
127+ 1.52% |
$10.3K - $11.8K
|
8.49K
$780K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
126+ 0.51% |
$10.2K - $11.7K
|
24.6K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
126+ 3.03% |
$10.2K - $11.7K
|
4.29K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
125+ 2.03% |
$10.1K - $11.6K
|
6.28K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
125+ 4.85% |
$10.1K - $11.6K
|
2.7K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
125+ 1.29% |
$10.1K - $11.6K
|
9.78K
$899K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
122+ 1.84% |
$9.88K - $11.3K
|
6.77K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
121+ 0.7% |
$9.8K - $11.2K
|
17.5K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
121+ 0.86% |
$9.8K - $11.2K
|
14.1K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
120+ 5.27% |
$9.72K - $11.2K
|
2.4K
$221K
|