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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-315- 9.22% |
$25.5K - $29.3K
|
3.1K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-317- 4.91% |
$25.7K - $29.5K
|
6.13K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-320- 1.83% |
$25.9K - $29.7K
|
17.2K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-324- 3.03% |
$26.2K - $30.1K
|
10.4K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-327- 2.51% |
$26.5K - $30.4K
|
12.7K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-330- 0.51% |
$26.7K - $30.7K
|
64K
$5.89M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-330- 9.52% |
$26.7K - $30.7K
|
3.14K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-335- 3.2% |
$27.1K - $31.1K
|
10.1K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-340- 2.43% |
$27.5K - $31.6K
|
13.7K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-342- 9.38% |
$27.7K - $31.8K
|
3.3K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-346- 7.92% |
$28K - $32.2K
|
4.02K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-346- 10.48% |
$28K - $32.2K
|
2.96K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-347- 6.53% |
$28.1K - $32.3K
|
4.97K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-347- 4.67% |
$28.1K - $32.3K
|
7.08K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-349- 8.1% |
$28.3K - $32.4K
|
3.96K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-350- 0.47% |
$28.3K - $32.5K
|
74.8K
$6.88M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-351- 9.07% |
$28.4K - $32.6K
|
3.52K
$324K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-352- 12.5% |
$28.5K - $32.7K
|
2.46K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-355- 0.6% |
$28.7K - $33K
|
58.6K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-355- 0.58% |
$28.7K - $33K
|
60.9K
$5.6M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-357- 12.17% |
$28.9K - $33.2K
|
2.58K
$237K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-359- 4.77% |
$29.1K - $33.4K
|
7.18K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-365- 4.39% |
$29.6K - $33.9K
|
7.95K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-367- 0.37% |
$29.7K - $34.1K
|
99.3K
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-373- 7.75% |
$30.2K - $34.7K
|
4.44K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-376- 0.63% |
$30.4K - $35K
|
59.4K
$5.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-376- 6.27% |
$30.4K - $35K
|
5.62K
$517K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-379- 9.34% |
$30.7K - $35.2K
|
3.68K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-380- 28.57% |
$30.8K - $35.3K
|
950
$87.4K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-380- 2.55% |
$30.8K - $35.3K
|
14.5K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-382- 6.84% |
$30.9K - $35.5K
|
5.2K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-383- 6.41% |
$31K - $35.6K
|
5.59K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-384- 4.27% |
$31.1K - $35.7K
|
8.6K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-385- 0.44% |
$31.2K - $35.8K
|
86.4K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-387- 12.92% |
$31.3K - $36K
|
2.61K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-391- 2.48% |
$31.7K - $36.3K
|
15.4K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-398- 3.66% |
$32.2K - $37K
|
10.5K
$963K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-400- 8.64% |
$32.4K - $37.2K
|
4.23K
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-400- 4.44% |
$32.4K - $37.2K
|
8.61K
$792K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-400- 38.76% |
$32.4K - $37.2K
|
632
$58.1K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-401- 3.91% |
$32.5K - $37.3K
|
9.85K
$906K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-401- 8.44% |
$32.5K - $37.3K
|
4.35K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-402- 8.48% |
$32.5K - $37.4K
|
4.34K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-406- 4.84% |
$32.9K - $37.7K
|
7.97K
$733K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-411- 0.28% |
$33.3K - $38.2K
|
146K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-425- 5.64% |
$34.4K - $39.5K
|
7.11K
$654K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-427- 0.51% |
$34.6K - $39.7K
|
82.9K
$7.62M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-429- 6.33% |
$34.7K - $39.9K
|
6.35K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-435- 2.76% |
$35.2K - $40.4K
|
15.3K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-435- 3.34% |
$35.2K - $40.4K
|
12.6K
$1.16M
|