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 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-214- 5.06% |
$17.3K - $19.9K
|
4.02K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-219- 1.01% |
$17.7K - $20.4K
|
21.6K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-220- 1.92% |
$17.8K - $20.5K
|
11.2K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-220- 39.29% |
$17.8K - $20.5K
|
340
$31.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-221- 8.18% |
$17.9K - $20.5K
|
2.48K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-223- 2.48% |
$18.1K - $20.7K
|
8.78K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-223- 3.52% |
$18.1K - $20.7K
|
6.1K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-224- 2.83% |
$18.1K - $20.8K
|
7.68K
$707K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-225- 8.0% |
$18.2K - $20.9K
|
2.59K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-228- 0.95% |
$18.5K - $21.2K
|
23.7K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-229- 2.57% |
$18.5K - $21.3K
|
8.7K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-231- 6.79% |
$18.7K - $21.5K
|
3.17K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-234- 6.35% |
$18.9K - $21.8K
|
3.45K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-235- 2.29% |
$19K - $21.8K
|
10K
$921K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-238- 7.01% |
$19.3K - $22.1K
|
3.16K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-242- 1.95% |
$19.6K - $22.5K
|
12.2K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-242- 4.94% |
$19.6K - $22.5K
|
4.66K
$429K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-243- 0.34% |
$19.7K - $22.6K
|
70.2K
$6.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-244- 7.64% |
$19.8K - $22.7K
|
2.95K
$271K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-246- 0.73% |
$19.9K - $22.9K
|
33.3K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-246- 0.79% |
$19.9K - $22.9K
|
30.7K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-251- 8.18% |
$20.3K - $23.3K
|
2.82K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-251- 3.84% |
$20.3K - $23.3K
|
6.29K
$578K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-255- 81.47% |
$20.6K - $23.7K
|
58
$5.33K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-255- 33.46% |
$20.6K - $23.7K
|
507
$46.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-259- 2.89% |
$21K - $24.1K
|
8.7K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-260- 9.19% |
$21K - $24.2K
|
2.57K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-263- 1.32% |
$21.3K - $24.4K
|
19.6K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-263- 2.6% |
$21.3K - $24.4K
|
9.85K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-265- 0.22% |
$21.5K - $24.6K
|
118K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-266- 3.4% |
$21.5K - $24.7K
|
7.57K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-268- 3.43% |
$21.7K - $24.9K
|
7.55K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-271- 0.42% |
$21.9K - $25.2K
|
64.2K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-271- 12.4% |
$21.9K - $25.2K
|
1.92K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-273- 1.01% |
$22.1K - $25.4K
|
26.9K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-276- 11.47% |
$22.3K - $25.7K
|
2.13K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-277- 0.93% |
$22.4K - $25.7K
|
29.6K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-277- 8.82% |
$22.4K - $25.7K
|
2.86K
$263K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-278- 4.1% |
$22.5K - $25.8K
|
6.5K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-279- 93.0% |
$22.6K - $25.9K
|
21
$1.93K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-281- 8.08% |
$22.7K - $26.1K
|
3.2K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-281- 5.11% |
$22.7K - $26.1K
|
5.22K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-282- 0.73% |
$22.8K - $26.2K
|
38.3K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-285- 87.69% |
$23.1K - $26.5K
|
40
$3.68K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-300- 4.19% |
$24.3K - $27.9K
|
6.86K
$631K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300- 1.53% |
$24.3K - $27.9K
|
19.3K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-300- 4.84% |
$24.3K - $27.9K
|
5.9K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-306- 2.61% |
$24.8K - $28.4K
|
11.4K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-312- 3.84% |
$25.3K - $29K
|
7.81K
$718K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-315- 26.85% |
$25.5K - $29.3K
|
858
$78.9K
|