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 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
121K+ 4.13% |
$9.78M - $11.2M
|
3.05M
$280M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
120K+ 120.0% |
$9.72M - $11.2M
|
220K
$20.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
117K+ 1827.91% |
$9.44M - $10.8M
|
123K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
115K+ 23.01% |
$9.34M - $10.7M
|
617K
$56.7M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
111K+ 1.33% |
$8.96M - $10.3M
|
8.42M
$774M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
107K+ 0.99% |
$8.69M - $9.98M
|
10.9M
$1B
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
105KNew |
$8.5M - $9.76M
|
105K
$9.66M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
105K+ 303.5% |
$8.5M - $9.76M
|
140K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
100KNew |
$8.11M - $9.31M
|
100K
$9.21M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
98.9K+ 13.53% |
$8M - $9.19M
|
829K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
91.9K+ 75.09% |
$7.44M - $8.55M
|
214K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
91.3K+ 34.1% |
$7.39M - $8.49M
|
359K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
91.1KNew |
$7.38M - $8.47M
|
91.1K
$8.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
90.1KNew |
$7.29M - $8.37M
|
90.1K
$8.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
86.2K+ 203.77% |
$6.98M - $8.01M
|
128K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
81.1K+ 1.23% |
$6.56M - $7.54M
|
6.68M
$614M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
72.9KNew |
$5.9M - $6.78M
|
72.9K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
68.6K+ 6.67% |
$5.56M - $6.38M
|
1.1M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61.3K+ 15.95% |
$4.96M - $5.7M
|
445K
$41M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
61.2K+ 821.4% |
$4.95M - $5.69M
|
68.6K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
59.8K+ 76.68% |
$4.84M - $5.56M
|
138K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
57.1K+ 1629.0% |
$4.62M - $5.31M
|
60.6K
$5.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.9K+ 2.33% |
$4.61M - $5.29M
|
2.5M
$230M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
56.9K+ 60.25% |
$4.61M - $5.29M
|
151K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
53.5K+ 8.66% |
$4.33M - $4.97M
|
671K
$61.7M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
53K+ 33.76% |
$4.29M - $4.93M
|
210K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.9K+ 172.83% |
$4.28M - $4.92M
|
83.5K
$7.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
52.5K+ 450.69% |
$4.25M - $4.88M
|
64.1K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
51.9K+ 51.84% |
$4.2M - $4.82M
|
152K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50.2K+ 2.67% |
$4.06M - $4.66M
|
1.93M
$177M
|
|
|
May 13, 2025
Q1 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
BUY
|
- |
50KNew |
$4.05M - $4.65M
|
50K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
48.3K+ 16.58% |
$3.91M - $4.49M
|
340K
$31.2M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
47.7KNew |
$3.86M - $4.43M
|
47.7K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.3K+ 28.37% |
$3.83M - $4.4M
|
214K
$19.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
46.8K+ 217.8% |
$3.79M - $4.35M
|
68.2K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
45.3K+ 1.86% |
$3.67M - $4.21M
|
2.49M
$229M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
43.7KNew |
$3.54M - $4.07M
|
43.7K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
41.5KNew |
$3.36M - $3.85M
|
41.5K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
41.4K+ 14.86% |
$3.35M - $3.85M
|
320K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
41.1K+ 8.54% |
$3.32M - $3.82M
|
522K
$48M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
40.6K+ 1193.42% |
$3.29M - $3.77M
|
44K
$4.05M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40.3K+ 12.51% |
$3.26M - $3.74M
|
362K
$33.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
40K+ 24.34% |
$3.24M - $3.72M
|
204K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
38.8K+ 50.51% |
$3.14M - $3.61M
|
116K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.6K+ 20.31% |
$3.12M - $3.59M
|
229K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.3K+ 7.12% |
$3.1M - $3.56M
|
576K
$53M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
38.2KNew |
$3.1M - $3.55M
|
38.2K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
37.8K+ 6.03% |
$3.06M - $3.52M
|
665K
$61.1M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37.4K+ 2.67% |
$3.03M - $3.48M
|
1.44M
$132M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37KNew |
$2.99M - $3.44M
|
37K
$3.4M
|