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 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-90- 0.44% |
$7.29K - $8.37K
|
20.2K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-91- 0.35% |
$7.37K - $8.46K
|
26.1K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-95- 1.41% |
$7.69K - $8.83K
|
6.62K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-97- 1.63% |
$7.85K - $9.02K
|
5.86K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-97- 5.8% |
$7.85K - $9.02K
|
1.58K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-98- 3.37% |
$7.93K - $9.11K
|
2.81K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 2.48% |
$8.02K - $9.2K
|
3.89K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 0.55% |
$8.1K - $9.3K
|
18.1K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 1.0% |
$8.1K - $9.3K
|
9.89K
$909K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 2.48% |
$8.1K - $9.3K
|
3.93K
$362K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 13.11% |
$8.1K - $9.3K
|
663
$61K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-100- 6.06% |
$8.1K - $9.3K
|
1.55K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-100- 0.63% |
$8.1K - $9.3K
|
15.9K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-102- 96.23% |
$8.26K - $9.48K
|
4
$368
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-103- 17.52% |
$8.34K - $9.57K
|
485
$44.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-105- 0.57% |
$8.5K - $9.76K
|
18.4K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-105- 0.23% |
$8.5K - $9.76K
|
45.6K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-106- 2.66% |
$8.58K - $9.85K
|
3.88K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-106- 0.85% |
$8.58K - $9.85K
|
12.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-107- 1.5% |
$8.66K - $9.95K
|
7.03K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-112- 3.11% |
$9.07K - $10.4K
|
3.49K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-114- 1.15% |
$9.23K - $10.6K
|
9.77K
$898K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-114- 0.83% |
$9.23K - $10.6K
|
13.5K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-114- 1.18% |
$9.23K - $10.6K
|
9.53K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-116- 4.49% |
$9.39K - $10.8K
|
2.47K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-118- 2.58% |
$9.55K - $11K
|
4.46K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-118- 0.11% |
$9.55K - $11K
|
111K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-119- 2.03% |
$9.63K - $11.1K
|
5.73K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-120- 2.57% |
$9.72K - $11.2K
|
4.56K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-123- 4.28% |
$9.96K - $11.4K
|
2.75K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-124- 0.3% |
$10K - $11.5K
|
41.1K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-125- 16.8% |
$10.1K - $11.6K
|
619
$56.9K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-125- 2.08% |
$10.1K - $11.6K
|
5.88K
$540K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-125- 0.94% |
$10.1K - $11.6K
|
13.2K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-126- 1.3% |
$10.2K - $11.7K
|
9.6K
$882K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-127- 2.21% |
$10.3K - $11.8K
|
5.63K
$518K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-128- 1.63% |
$10.4K - $11.9K
|
7.73K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-129- 1.46% |
$10.4K - $12K
|
8.69K
$799K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-133- 4.25% |
$10.8K - $12.4K
|
3K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-133- 0.83% |
$10.8K - $12.4K
|
15.9K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-133- 1.3% |
$10.8K - $12.4K
|
10.1K
$932K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-134- 1.52% |
$10.8K - $12.5K
|
8.7K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-138- 13.32% |
$11.2K - $12.8K
|
898
$82.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-145- 2.01% |
$11.7K - $13.5K
|
7.05K
$649K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-147- 3.41% |
$11.9K - $13.7K
|
4.17K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-147- 4.7% |
$11.9K - $13.7K
|
2.98K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-149- 0.87% |
$12.1K - $13.9K
|
16.9K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-149- 0.39% |
$12.1K - $13.9K
|
38K
$3.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 2.62% |
$12.1K - $13.9K
|
5.58K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.73% |
$12.1K - $13.9K
|
5.35K
$492K
|