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
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
69+ 7.38% |
$5.59K - $6.41K
|
1K
$92.3K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
69+ 0.66% |
$5.59K - $6.41K
|
10.6K
$973K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
68+ 2.14% |
$5.51K - $6.32K
|
3.24K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68+ 1.33% |
$5.51K - $6.32K
|
5.18K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
68+ 0.33% |
$5.51K - $6.32K
|
21K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
68+ 0.68% |
$5.51K - $6.32K
|
10.1K
$931K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
66+ 1.72% |
$5.34K - $6.14K
|
3.91K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 1.69% |
$5.18K - $5.95K
|
3.86K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
63+ 0.53% |
$5.1K - $5.86K
|
12K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
62+ 1.45% |
$5.02K - $5.76K
|
4.33K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
61+ 0.14% |
$4.94K - $5.67K
|
44.5K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
60New |
$4.86K - $5.58K
|
60
$5.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.78% |
$4.78K - $5.48K
|
7.63K
$702K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 0.74% |
$4.78K - $5.48K
|
8.01K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.17% |
$4.78K - $5.48K
|
34.8K
$3.2M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59+ 0.97% |
$4.78K - $5.48K
|
6.17K
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 1.33% |
$4.7K - $5.39K
|
4.43K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
57+ 1.16% |
$4.61K - $5.3K
|
4.95K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
56+ 3.34% |
$4.53K - $5.21K
|
1.73K
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 0.68% |
$4.45K - $5.11K
|
8.16K
$750K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
55New |
$4.45K - $5.11K
|
55
$5.06K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
54+ 0.68% |
$4.37K - $5.02K
|
8.02K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
53+ 0.38% |
$4.29K - $4.93K
|
13.9K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
53+ 0.64% |
$4.29K - $4.93K
|
8.36K
$769K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 1.47% |
$4.21K - $4.83K
|
3.6K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
52+ 1.64% |
$4.21K - $4.83K
|
3.22K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
50+ 0.77% |
$4.05K - $4.65K
|
6.55K
$602K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
50+ 0.11% |
$4.05K - $4.65K
|
43.6K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
50+ 0.82% |
$4.05K - $4.65K
|
6.15K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
49+ 1.63% |
$3.97K - $4.56K
|
3.05K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 0.07% |
$3.97K - $4.56K
|
67.7K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
49+ 116.67% |
$3.97K - $4.56K
|
91
$8.37K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
49+ 0.42% |
$3.97K - $4.56K
|
11.8K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
49+ 0.61% |
$3.97K - $4.56K
|
8.11K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
48+ 0.26% |
$3.89K - $4.46K
|
18.4K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
46+ 0.64% |
$3.72K - $4.28K
|
7.27K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
46+ 1.6% |
$3.72K - $4.28K
|
2.92K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
45+ 1.29% |
$3.64K - $4.18K
|
3.54K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
45+ 1.44% |
$3.64K - $4.18K
|
3.16K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
45+ 0.63% |
$3.64K - $4.18K
|
7.18K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
45+ 0.22% |
$3.64K - $4.18K
|
20.9K
$1.93M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
44+ 1.02% |
$3.56K - $4.09K
|
4.35K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
42+ 0.3% |
$3.4K - $3.9K
|
14K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
42+ 1.08% |
$3.4K - $3.9K
|
3.95K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
41New |
$3.32K - $3.81K
|
41
$3.77K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
41+ 0.35% |
$3.32K - $3.81K
|
11.6K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
40New |
$3.24K - $3.72K
|
40
$3.68K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
37+ 0.3% |
$3K - $3.44K
|
12.4K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
36New |
$2.91K - $3.35K
|
36
$3.31K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
36+ 0.41% |
$2.91K - $3.35K
|
8.81K
$810K
|