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 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-14- 0.52% |
$1.13K - $1.3K
|
2.67K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-14- 0.23% |
$1.13K - $1.3K
|
6.19K
$569K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-15- 0.25% |
$1.21K - $1.39K
|
5.99K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15- 0.34% |
$1.21K - $1.39K
|
4.42K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-15- 0.12% |
$1.21K - $1.39K
|
12.8K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-16- 0.64% |
$1.3K - $1.49K
|
2.49K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-16- 0.01% |
$1.3K - $1.49K
|
139K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 6.97% |
$1.38K - $1.58K
|
227
$20.9K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-17- 0.21% |
$1.38K - $1.58K
|
8K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-19- 0.73% |
$1.54K - $1.77K
|
2.57K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-21- 9.95% |
$1.7K - $1.95K
|
190
$17.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-22- 1.16% |
$1.78K - $2.05K
|
1.87K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-24- 0.7% |
$1.94K - $2.23K
|
3.42K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-24- 0.88% |
$1.94K - $2.23K
|
2.71K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-25- 0.25% |
$2.02K - $2.32K
|
9.83K
$904K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 6.67% |
$2.02K - $2.32K
|
350
$32.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-27- 0.68% |
$2.19K - $2.51K
|
3.96K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-28- 0.23% |
$2.27K - $2.6K
|
12.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.1% |
$2.27K - $2.6K
|
28.3K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30- 0.21% |
$2.43K - $2.79K
|
14K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30- 0.42% |
$2.43K - $2.79K
|
7.14K
$657K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-31- 0.44% |
$2.51K - $2.88K
|
6.96K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 53.45% |
$2.51K - $2.88K
|
27
$2.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-32- 0.23% |
$2.59K - $2.97K
|
13.9K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-32- 0.11% |
$2.59K - $2.97K
|
29.6K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-32- 0.45% |
$2.59K - $2.97K
|
7.07K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-32- 2.63% |
$2.59K - $2.97K
|
1.18K
$109K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-35- 0.38% |
$2.83K - $3.25K
|
9.27K
$853K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-35- 3.17% |
$2.83K - $3.25K
|
1.07K
$98.3K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-35- 1.04% |
$2.83K - $3.25K
|
3.33K
$306K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-35- 0.4% |
$2.83K - $3.25K
|
8.81K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-35- 0.94% |
$2.83K - $3.25K
|
3.68K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-37- 0.92% |
$3K - $3.44K
|
3.98K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37- 1.96% |
$3K - $3.44K
|
1.85K
$170K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-39- 0.6% |
$3.16K - $3.63K
|
6.5K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-40- 0.62% |
$3.24K - $3.72K
|
6.41K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-40- 0.28% |
$3.24K - $3.72K
|
14.4K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-41- 0.8% |
$3.32K - $3.81K
|
5.11K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-41- 1.41% |
$3.32K - $3.81K
|
2.87K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-41- 1.06% |
$3.32K - $3.81K
|
3.82K
$352K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-42- 37.5% |
$3.4K - $3.9K
|
70
$6.44K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-43- 0.32% |
$3.48K - $4K
|
13.2K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-44- 0.93% |
$3.56K - $4.09K
|
4.67K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-46- 0.49% |
$3.72K - $4.28K
|
9.41K
$865K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-46- 0.71% |
$3.72K - $4.28K
|
6.4K
$588K
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-48- 0.87% |
$3.89K - $4.46K
|
5.44K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-49- 1.39% |
$3.97K - $4.56K
|
3.49K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-49- 0.75% |
$3.97K - $4.56K
|
6.47K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 0.86% |
$4.05K - $4.65K
|
5.74K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-50- 1.41% |
$4.05K - $4.65K
|
3.49K
$321K
|