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 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
18+ 0.73% |
$1.46K - $1.67K
|
2.47K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18+ 0.11% |
$1.46K - $1.67K
|
15.8K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.15% |
$1.46K - $1.67K
|
12.3K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
18+ 0.18% |
$1.46K - $1.67K
|
10.1K
$931K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18+ 0.6% |
$1.46K - $1.67K
|
3.02K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.5% |
$1.46K - $1.67K
|
3.61K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 50.0% |
$1.38K - $1.58K
|
51
$4.69K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.51% |
$1.3K - $1.49K
|
3.14K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
16+ 0.38% |
$1.3K - $1.49K
|
4.17K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
16+ 0.64% |
$1.3K - $1.49K
|
2.5K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.74% |
$1.21K - $1.39K
|
2.03K
$187K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.26% |
$1.21K - $1.39K
|
5.75K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
15+ 0.46% |
$1.21K - $1.39K
|
3.26K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$1.21K - $1.39K
|
15
$1.38K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.38% |
$1.21K - $1.39K
|
3.98K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 25.0% |
$1.21K - $1.39K
|
75
$6.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
14+ 0.4% |
$1.13K - $1.3K
|
3.53K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
14+ 0.34% |
$1.13K - $1.3K
|
4.19K
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 0.89% |
$1.05K - $1.21K
|
1.48K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
13+ 0.29% |
$1.05K - $1.21K
|
4.47K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
13+ 0.44% |
$1.05K - $1.21K
|
2.97K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
13+ 0.15% |
$1.05K - $1.21K
|
8.67K
$797K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12+ 0.49% |
$972 - $1.12K
|
2.44K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.13% |
$972 - $1.12K
|
9.17K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
12+ 0.38% |
$972 - $1.12K
|
3.18K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.13% |
$972 - $1.12K
|
9.5K
$874K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
11+ 0.45% |
$891 - $1.02K
|
2.47K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
11+ 0.06% |
$891 - $1.02K
|
17.8K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.11% |
$810 - $930
|
9.41K
$866K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 3.15% |
$810 - $930
|
327
$30.1K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
10New |
$810 - $930
|
10
$920
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.14% |
$729 - $837
|
6.55K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9+ 0.18% |
$729 - $837
|
5.03K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 0.95% |
$729 - $837
|
959
$88.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8+ 0.17% |
$648 - $744
|
4.78K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.02% |
$648 - $744
|
32.1K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8+ 0.71% |
$648 - $744
|
1.13K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8+ 0.18% |
$648 - $744
|
4.55K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.09% |
$648 - $744
|
8.49K
$781K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7+ 0.24% |
$567 - $651
|
2.91K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$567 - $651
|
7
$644
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.85% |
$567 - $651
|
831
$76.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7+ 0.23% |
$567 - $651
|
3.09K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.33% |
$567 - $651
|
534
$49.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 140.0% |
$567 - $651
|
12
$1.1K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7+ 0.06% |
$567 - $651
|
11.1K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 1.75% |
$567 - $651
|
407
$37.4K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 1.5% |
$567 - $651
|
473
$43.5K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.27% |
$567 - $651
|
2.57K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$567 - $651
|
7
$644
|