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 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-152- 3.76% |
$12.3K - $14.1K
|
3.89K
$358K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-154- 1.34% |
$12.5K - $14.3K
|
11.3K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-154- 1.12% |
$12.5K - $14.3K
|
13.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-154- 1.38% |
$12.5K - $14.3K
|
11K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-156- 4.02% |
$12.6K - $14.5K
|
3.73K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-157- 3.02% |
$12.7K - $14.6K
|
5.04K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-158- 2.41% |
$12.8K - $14.7K
|
6.39K
$588K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-158- 2.27% |
$12.8K - $14.7K
|
6.8K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-159- 3.25% |
$12.9K - $14.8K
|
4.73K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-160- 5.29% |
$13K - $14.9K
|
2.87K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-160- 0.79% |
$13K - $14.9K
|
20.2K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-161- 5.25% |
$13K - $15K
|
2.91K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-162- 5.09% |
$13.1K - $15.1K
|
3.02K
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-164- 1.63% |
$13.3K - $15.2K
|
9.87K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-165- 5.28% |
$13.4K - $15.3K
|
2.96K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-168- 16.26% |
$13.6K - $15.6K
|
865
$79.5K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-168- 0.83% |
$13.6K - $15.6K
|
20K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-169- 4.64% |
$13.7K - $15.7K
|
3.47K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-170- 7.53% |
$13.8K - $15.8K
|
2.09K
$192K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-170- 1.75% |
$13.8K - $15.8K
|
9.54K
$877K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-175- 8.41% |
$14.2K - $16.3K
|
1.91K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-176- 1.93% |
$14.2K - $16.4K
|
8.95K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-180- 1.22% |
$14.6K - $16.7K
|
14.5K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-181- 2.91% |
$14.7K - $16.8K
|
6.03K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-181- 2.17% |
$14.7K - $16.8K
|
8.14K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-181- 0.98% |
$14.7K - $16.8K
|
18.3K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-184- 6.63% |
$14.9K - $17.1K
|
2.59K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-185- 3.3% |
$15K - $17.2K
|
5.42K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-187- 3.91% |
$15.1K - $17.4K
|
4.59K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-188- 3.03% |
$15.2K - $17.5K
|
6.01K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-188- 1.98% |
$15.2K - $17.5K
|
9.31K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-192- 1.67% |
$15.5K - $17.8K
|
11.3K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-197- 45.92% |
$15.9K - $18.3K
|
232
$21.3K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-197- 6.02% |
$15.9K - $18.3K
|
3.08K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-198- 5.98% |
$16K - $18.4K
|
3.11K
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-199- 3.37% |
$16.1K - $18.5K
|
5.71K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-199- 0.14% |
$16.1K - $18.5K
|
146K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-200- 8.06% |
$16.2K - $18.6K
|
2.28K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-200- 4.61% |
$16.2K - $18.6K
|
4.14K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 1.38% |
$16.2K - $18.6K
|
14.3K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-200- 0.31% |
$16.2K - $18.6K
|
63.7K
$5.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-200- 5.32% |
$16.2K - $18.6K
|
3.56K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.07% |
$16.2K - $18.6K
|
297K
$27.3M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-200- 7.45% |
$16.2K - $18.6K
|
2.49K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-200- 3.74% |
$16.2K - $18.6K
|
5.15K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 1.99% |
$16.2K - $18.6K
|
9.83K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 1.06% |
$16.2K - $18.6K
|
18.7K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-202- 0.84% |
$16.4K - $18.8K
|
24K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-205- 7.07% |
$16.6K - $19.1K
|
2.7K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-206- 6.21% |
$16.7K - $19.1K
|
3.11K
$286K
|