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 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.21% |
$4.05K - $4.65K
|
23.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-50- 1.19% |
$4.05K - $4.65K
|
4.15K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-51- 0.19% |
$4.13K - $4.74K
|
26.5K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-52- 0.26% |
$4.21K - $4.83K
|
20.1K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-53- 0.05% |
$4.29K - $4.93K
|
98K
$9.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 1.27% |
$4.37K - $5.02K
|
4.19K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-54- 1.46% |
$4.37K - $5.02K
|
3.64K
$334K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-55- 1.64% |
$4.45K - $5.11K
|
3.3K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.51% |
$4.45K - $5.11K
|
3.6K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-56- 2.6% |
$4.53K - $5.21K
|
2.1K
$193K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-56- 2.19% |
$4.53K - $5.21K
|
2.5K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-58- 0.37% |
$4.7K - $5.39K
|
15.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-59- 0.16% |
$4.78K - $5.48K
|
37.3K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-60- 3.71% |
$4.86K - $5.58K
|
1.56K
$143K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-60- 1.26% |
$4.86K - $5.58K
|
4.71K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-60- 1.86% |
$4.86K - $5.58K
|
3.17K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-60- 0.96% |
$4.86K - $5.58K
|
6.18K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-61- 1.87% |
$4.94K - $5.67K
|
3.2K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-61- 2.0% |
$4.94K - $5.67K
|
2.98K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-62- 2.11% |
$5.02K - $5.76K
|
2.88K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.22% |
$5.26K - $6.04K
|
2.87K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-65- 0.28% |
$5.26K - $6.04K
|
23K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-65- 1.77% |
$5.26K - $6.04K
|
3.61K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.23% |
$5.42K - $6.23K
|
5.37K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-67- 69.07% |
$5.42K - $6.23K
|
30
$2.76K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-67- 8.58% |
$5.42K - $6.23K
|
714
$65.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-69- 0.45% |
$5.59K - $6.41K
|
15.2K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-69- 0.03% |
$5.59K - $6.41K
|
210K
$19.3M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-71- 2.14% |
$5.75K - $6.6K
|
3.24K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-72- 0.26% |
$5.83K - $6.69K
|
27.2K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-73- 1.73% |
$5.91K - $6.79K
|
4.15K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-73- 2.77% |
$5.91K - $6.79K
|
2.56K
$235K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-74- 1.21% |
$5.99K - $6.88K
|
6.04K
$556K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-75- 2.35% |
$6.07K - $6.97K
|
3.12K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-75- 42.86% |
$6.07K - $6.97K
|
100
$9.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.48% |
$6.23K - $7.16K
|
15.8K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 1.54% |
$6.31K - $7.25K
|
4.99K
$459K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-79- 0.46% |
$6.4K - $7.34K
|
17.2K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 4.38% |
$6.48K - $7.44K
|
1.75K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-80- 0.73% |
$6.48K - $7.44K
|
10.9K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-81- 0.64% |
$6.56K - $7.53K
|
12.6K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-81- 0.75% |
$6.56K - $7.53K
|
10.7K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-83- 0.4% |
$6.72K - $7.72K
|
20.9K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-84- 0.07% |
$6.8K - $7.81K
|
120K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-86- 12.82% |
$6.96K - $7.99K
|
585
$53.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-86- 2.48% |
$6.96K - $7.99K
|
3.38K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-87- 1.74% |
$7.04K - $8.09K
|
4.92K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-88- 1.06% |
$7.12K - $8.18K
|
8.21K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-89- 1.79% |
$7.21K - $8.27K
|
4.88K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-89- 0.75% |
$7.21K - $8.27K
|
11.9K
$1.09M
|