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 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-439- 0.87% |
$35.5K - $40.8K
|
49.8K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-440- 5.87% |
$35.6K - $40.9K
|
7.05K
$648K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-440- 0.08% |
$35.6K - $40.9K
|
518K
$47.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-444- 44.4% |
$35.9K - $41.3K
|
556
$51.1K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-445- 15.15% |
$36K - $41.4K
|
2.49K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-446- 3.75% |
$36.1K - $41.5K
|
11.4K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-451- 13.49% |
$36.5K - $41.9K
|
2.89K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-452- 3.33% |
$36.6K - $42K
|
13.1K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-453- 2.47% |
$36.7K - $42.1K
|
17.9K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 2.52% |
$36.7K - $42.1K
|
17.6K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-455- 7.49% |
$36.8K - $42.3K
|
5.62K
$517K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-463- 1.12% |
$37.5K - $43K
|
40.9K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-475- 1.55% |
$38.5K - $44.2K
|
30.2K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-477- 0.66% |
$38.6K - $44.3K
|
72.1K
$6.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-480- 6.53% |
$38.9K - $44.6K
|
6.87K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-481- 2.33% |
$38.9K - $44.7K
|
20.1K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-483- 12.45% |
$39.1K - $44.9K
|
3.4K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-484- 4.23% |
$39.2K - $45K
|
11K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-485- 4.41% |
$39.3K - $45.1K
|
10.5K
$966K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-495- 3.61% |
$40.1K - $46K
|
13.2K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-496- 2.65% |
$40.2K - $46.1K
|
18.2K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-496- 6.04% |
$40.2K - $46.1K
|
7.71K
$709K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 0.68% |
$40.5K - $46.5K
|
73.2K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-500- 14.49% |
$40.5K - $46.5K
|
2.95K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-505- 1.1% |
$40.9K - $46.9K
|
45.3K
$4.17M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-508- 8.75% |
$41.1K - $47.2K
|
5.3K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-513- 6.21% |
$41.5K - $47.7K
|
7.75K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-515- 21.88% |
$41.7K - $47.9K
|
1.84K
$169K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-530- 3.26% |
$42.9K - $49.3K
|
15.7K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-533- 1.95% |
$43.2K - $49.5K
|
26.9K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-536- 99.81% |
$43.4K - $49.8K
|
1
$92
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-538- 10.82% |
$43.6K - $50K
|
4.43K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-539- 2.98% |
$43.6K - $50.1K
|
17.5K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-550- 2.69% |
$44.5K - $51.1K
|
19.9K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-564- 0.35% |
$45.7K - $52.4K
|
158K
$14.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-575- 18.2% |
$46.6K - $53.5K
|
2.59K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-578- 1.59% |
$46.8K - $53.7K
|
35.8K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-586- 2.47% |
$47.4K - $54.5K
|
23.1K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-595- 8.32% |
$48.2K - $55.3K
|
6.56K
$603K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-600- 17.83% |
$48.6K - $55.8K
|
2.77K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-600- 3.71% |
$48.6K - $55.8K
|
15.6K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-603- 13.04% |
$48.8K - $56.1K
|
4.02K
$370K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-613- 0.77% |
$49.6K - $57K
|
79.2K
$7.29M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-613- 2.62% |
$49.6K - $57K
|
22.8K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-614- 4.8% |
$49.7K - $57.1K
|
12.2K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-615- 1.5% |
$49.8K - $57.2K
|
40.4K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-616- 3.01% |
$49.9K - $57.3K
|
19.8K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-619- 13.64% |
$50.1K - $57.5K
|
3.92K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-622- 1.2% |
$50.4K - $57.8K
|
51.4K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-622- 10.33% |
$50.4K - $57.8K
|
5.4K
$496K
|