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 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$81 - $93
|
2.9K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1+ 0.01% |
$81 - $93
|
8.69K
$799K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$81 - $93
|
1
$92
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1+ 0.02% |
$81 - $93
|
4.99K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$81 - $93
|
2.66K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.04% |
$81 - $93
|
2.61K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.22% |
$81 - $93
|
450
$41.4K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.44% |
$81 - $93
|
228
$21K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.88% |
$81 - $93
|
115
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.24% |
$81 - $93
|
422
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.02% |
$81 - $93
|
6.03K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$81 - $93
|
2.47K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$81 - $93
|
6.77K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1+ 0.27% |
$81 - $93
|
371
$34.1K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.04% |
$81 - $93
|
2.65K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.39% |
$81 - $93
|
259
$23.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1- 0.02% |
$81 - $93
|
5.89K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.03% |
$81 - $93
|
4K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-1- 0.03% |
$81 - $93
|
3.06K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 3.85% |
$81 - $93
|
25
$2.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.17% |
$162 - $186
|
1.15K
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$162 - $186
|
4.13K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2- -0.0% |
$162 - $186
|
86.6K
$7.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 9.38% |
$243 - $279
|
29
$2.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$243 - $279
|
4.73K
$435K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 0.4% |
$243 - $279
|
739
$68K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-4- 0.05% |
$324 - $372
|
8.33K
$766K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-4- 0.01% |
$324 - $372
|
61.5K
$5.65M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 0.64% |
$324 - $372
|
621
$57.1K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-4- 0.04% |
$324 - $372
|
10.2K
$941K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.08% |
$324 - $372
|
4.87K
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-5- 0.05% |
$405 - $465
|
9.63K
$886K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$405 - $465
|
2.88K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.06% |
$486 - $558
|
10.7K
$983K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.01% |
$486 - $558
|
55.4K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-6- 0.05% |
$486 - $558
|
11.2K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.23% |
$567 - $651
|
3.05K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 20.59% |
$567 - $651
|
27
$2.48K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7- 0.04% |
$567 - $651
|
18K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-7- 0.04% |
$567 - $651
|
19.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7- 0.09% |
$567 - $651
|
7.96K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-7- 0.16% |
$567 - $651
|
4.42K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.18% |
$729 - $837
|
5.1K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-9- 0.38% |
$729 - $837
|
2.39K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-10- 0.13% |
$810 - $930
|
7.51K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-10- 0.04% |
$810 - $930
|
25.2K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.52% |
$810 - $930
|
1.92K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11- 0.43% |
$891 - $1.02K
|
2.53K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-13- 1.66% |
$1.05K - $1.21K
|
768
$70.6K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-14- 0.73% |
$1.13K - $1.3K
|
1.92K
$176K
|