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 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.03K- 3.44% |
$83K - $95.3K
|
28.8K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.04K- 9.51% |
$84.4K - $97K
|
9.93K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.05K- 20.83% |
$84.8K - $97.3K
|
3.98K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.05K- 22.54% |
$85K - $97.6K
|
3.61K
$332K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.06K- 4.23% |
$85.4K - $98.1K
|
23.9K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-1.07K- 2.18% |
$86.5K - $99.3K
|
47.8K
$4.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 5.12% |
$87.6K - $101K
|
20.1K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.09K- 5.08% |
$88.6K - $102K
|
20.4K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 2.23% |
$88.7K - $102K
|
48.1K
$4.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.11K- 9.98% |
$90K - $103K
|
10K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.11K- 9.29% |
$90K - $103K
|
10.9K
$999K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.13K- 3.19% |
$91.8K - $105K
|
34.4K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.14K- 30.35% |
$92.1K - $106K
|
2.61K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 9.64% |
$92.9K - $107K
|
10.8K
$990K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.18K- 6.92% |
$95.6K - $110K
|
15.9K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.18K- 20.35% |
$95.8K - $110K
|
4.63K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.2K- 5.36% |
$97.2K - $112K
|
21.2K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.21K- 32.71% |
$97.8K - $112K
|
2.49K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.21K- 4.92% |
$98K - $113K
|
23.4K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.22K- 31.09% |
$98.5K - $113K
|
2.7K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.22K- 19.45% |
$99.1K - $114K
|
5.07K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.28K- 1.66% |
$104K - $119K
|
75.7K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 2.37% |
$104K - $120K
|
53.2K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.3K- 13.05% |
$105K - $121K
|
8.68K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-1.31K- 31.68% |
$106K - $121K
|
2.81K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.31K- 1.81% |
$106K - $122K
|
71.1K
$6.54M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-1.32K- 1.54% |
$107K - $122K
|
84.4K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.33K- 9.56% |
$108K - $123K
|
12.6K
$1.15M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.34K- 1.75% |
$108K - $124K
|
75K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.34K- 0.23% |
$108K - $124K
|
579K
$53.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.34K- 8.07% |
$109K - $125K
|
15.3K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.4K- 9.96% |
$113K - $130K
|
12.6K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.4K- 3.85% |
$113K - $130K
|
35K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 24.86% |
$114K - $131K
|
4.27K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.42K- 2.4% |
$115K - $132K
|
57.5K
$5.29M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 14.0% |
$115K - $132K
|
8.74K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.43K- 1.38% |
$115K - $133K
|
102K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.43K- 0.48% |
$116K - $133K
|
297K
$27.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.43K- 0.56% |
$116K - $133K
|
255K
$23.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.44K- 14.48% |
$116K - $133K
|
8.47K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-1.45K- 9.11% |
$117K - $135K
|
14.4K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.46K- 1.68% |
$118K - $136K
|
85.8K
$7.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 19.76% |
$119K - $136K
|
5.95K
$547K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.47K- 7.48% |
$119K - $137K
|
18.2K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.5K- 11.72% |
$121K - $139K
|
11.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.51K- 9.11% |
$122K - $140K
|
15.1K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 8.66% |
$123K - $141K
|
16K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.57K- 34.83% |
$127K - $146K
|
2.94K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 28.12% |
$128K - $147K
|
4.04K
$372K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.59K- 41.02% |
$128K - $147K
|
2.28K
$210K
|