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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
35+ 0.28% |
$2.83K - $3.25K
|
12.5K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
35+ 0.6% |
$2.83K - $3.25K
|
5.9K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34+ 0.24% |
$2.75K - $3.16K
|
13.9K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
33+ 0.32% |
$2.67K - $3.07K
|
10.2K
$937K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
33+ 80.49% |
$2.67K - $3.07K
|
74
$6.81K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
32+ 0.3% |
$2.59K - $2.97K
|
10.5K
$970K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
32+ 0.8% |
$2.59K - $2.97K
|
4.03K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
32New |
$2.59K - $2.97K
|
32
$2.94K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
32+ 0.31% |
$2.59K - $2.97K
|
10.5K
$965K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
31+ 0.8% |
$2.51K - $2.88K
|
3.91K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
31+ 0.32% |
$2.51K - $2.88K
|
9.62K
$885K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
31+ 1.09% |
$2.51K - $2.88K
|
2.87K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
30+ 0.07% |
$2.43K - $2.79K
|
43.9K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30+ 0.66% |
$2.43K - $2.79K
|
4.58K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
29+ 0.49% |
$2.35K - $2.7K
|
6.01K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
29+ 7.36% |
$2.35K - $2.7K
|
423
$38.9K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29+ 0.3% |
$2.35K - $2.7K
|
9.68K
$890K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29+ 0.72% |
$2.35K - $2.7K
|
4.07K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.2% |
$2.27K - $2.6K
|
14.4K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
28+ 0.42% |
$2.27K - $2.6K
|
6.71K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 0.82% |
$2.27K - $2.6K
|
3.45K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
28+ 0.23% |
$2.27K - $2.6K
|
12K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
27+ 0.79% |
$2.19K - $2.51K
|
3.45K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26+ 0.79% |
$2.1K - $2.42K
|
3.31K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
26New |
$2.1K - $2.42K
|
26
$2.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 1.52% |
$2.02K - $2.32K
|
1.67K
$153K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 0.63% |
$2.02K - $2.32K
|
3.99K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
25+ 0.56% |
$2.02K - $2.32K
|
4.46K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 2.74% |
$2.02K - $2.32K
|
938
$86.3K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
25+ 0.81% |
$2.02K - $2.32K
|
3.1K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
25+ 0.21% |
$2.02K - $2.32K
|
11.9K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
24+ 0.78% |
$1.94K - $2.23K
|
3.11K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
24+ 0.75% |
$1.94K - $2.23K
|
3.2K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23+ 23.0% |
$1.86K - $2.14K
|
123
$11.3K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 0.9% |
$1.86K - $2.14K
|
2.57K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
22+ 0.82% |
$1.78K - $2.05K
|
2.71K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
22New |
$1.78K - $2.05K
|
22
$2.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
21+ 0.38% |
$1.7K - $1.95K
|
5.59K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
21+ 0.17% |
$1.7K - $1.95K
|
12.3K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
21+ 0.1% |
$1.7K - $1.95K
|
20.7K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
21+ 0.65% |
$1.7K - $1.95K
|
3.25K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
21+ 0.32% |
$1.7K - $1.95K
|
6.49K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
20+ 0.74% |
$1.62K - $1.86K
|
2.73K
$251K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 6.31% |
$1.54K - $1.77K
|
320
$29.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 0.64% |
$1.54K - $1.77K
|
3.01K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 0.51% |
$1.54K - $1.77K
|
3.72K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
19+ 0.61% |
$1.54K - $1.77K
|
3.16K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
19+ 0.17% |
$1.54K - $1.77K
|
11.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19New |
$1.54K - $1.77K
|
19
$1.75K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
18+ 0.56% |
$1.46K - $1.67K
|
3.23K
$297K
|