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 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-625- 17.53% |
$50.6K - $58.1K
|
2.94K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-625- 18.1% |
$50.6K - $58.1K
|
2.83K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-637- 2.76% |
$51.6K - $59.2K
|
22.5K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-654- 5.51% |
$52.9K - $60.8K
|
11.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-657- 11.47% |
$53.2K - $61.1K
|
5.07K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-665- 5.8% |
$53.8K - $61.8K
|
10.8K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-667- 13.87% |
$54K - $62K
|
4.14K
$381K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-686- 46.92% |
$55.5K - $63.8K
|
776
$71.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-702- 12.73% |
$56.8K - $65.3K
|
4.81K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-702- 3.14% |
$56.8K - $65.3K
|
21.7K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-711- 9.52% |
$57.6K - $66.1K
|
6.76K
$622K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-725- 1.38% |
$58.7K - $67.4K
|
51.9K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-725- 2.39% |
$58.7K - $67.4K
|
29.6K
$2.72M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-730- 13.22% |
$59.1K - $67.9K
|
4.79K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-734- 1.05% |
$59.4K - $68.2K
|
69.1K
$6.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-744- 26.76% |
$60.2K - $69.2K
|
2.04K
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-748- 9.13% |
$60.6K - $69.5K
|
7.44K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-760- 84.92% |
$61.5K - $70.6K
|
135
$12.4K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-777- 2.45% |
$62.9K - $72.2K
|
30.9K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-789- 5.41% |
$63.9K - $73.3K
|
13.8K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-792- 7.44% |
$64.1K - $73.6K
|
9.85K
$906K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-797- 1.32% |
$64.5K - $74.1K
|
59.8K
$5.5M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-797- 0.34% |
$64.5K - $74.1K
|
232K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-800- 5.1% |
$64.8K - $74.4K
|
14.9K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-808- 15.89% |
$65.4K - $75.1K
|
4.28K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-810- 20.93% |
$65.6K - $75.3K
|
3.06K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-813- 6.86% |
$65.8K - $75.6K
|
11K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-820- 5.13% |
$66.4K - $76.2K
|
15.2K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-832- 3.69% |
$67.4K - $77.3K
|
21.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-849- 4.68% |
$68.7K - $78.9K
|
17.3K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-851- 2.58% |
$68.9K - $79.1K
|
32.1K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-858- 13.63% |
$69.5K - $79.8K
|
5.44K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-868- 65.96% |
$70.3K - $80.7K
|
448
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-870- 7.95% |
$70.4K - $80.9K
|
10.1K
$926K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-881- 10.41% |
$71.3K - $81.9K
|
7.58K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-882- 1.86% |
$71.4K - $82K
|
46.6K
$4.29M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-894- 3.57% |
$72.4K - $83.1K
|
24.1K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 1.73% |
$72.9K - $83.7K
|
51.2K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-900- 91.84% |
$72.9K - $83.7K
|
80
$7.36K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-902- 13.0% |
$73K - $83.8K
|
6.04K
$555K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-914- 2.58% |
$74K - $85K
|
34.5K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-914- 55.87% |
$74K - $85K
|
722
$66.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-919- 4.16% |
$74.4K - $85.4K
|
21.2K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-920- 0.25% |
$74.5K - $85.5K
|
367K
$33.7M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-920- 1.56% |
$74.5K - $85.5K
|
58K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-931- 1.37% |
$75.4K - $86.5K
|
66.8K
$6.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-951- 1.77% |
$77K - $88.4K
|
52.9K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-969- 2.6% |
$78.5K - $90.1K
|
36.3K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-984- 19.19% |
$79.7K - $91.5K
|
4.14K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.01K- 1.53% |
$82.1K - $94.3K
|
65.2K
$6M
|