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 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 18.13% |
$132K - $152K
|
7.38K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.04% |
$135K - $155K
|
159K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.69K- 7.9% |
$137K - $157K
|
19.7K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.69K- 6.2% |
$137K - $157K
|
25.6K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.7K- 2.81% |
$138K - $158K
|
58.8K
$5.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-1.71K- 40.49% |
$138K - $159K
|
2.51K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.71K- 3.73% |
$139K - $159K
|
44.1K
$4.06M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-1.72K- 30.83% |
$139K - $160K
|
3.85K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.75K- 7.08% |
$142K - $162K
|
22.9K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.75K- 4.31% |
$142K - $163K
|
38.9K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.78K- 0.75% |
$144K - $165K
|
235K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.79K- 21.84% |
$145K - $166K
|
6.41K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.82K- 16.82% |
$147K - $169K
|
8.98K
$826K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.86K- 6.51% |
$151K - $173K
|
26.7K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.89K- 2.36% |
$153K - $176K
|
78.4K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.9K- 2.02% |
$154K - $177K
|
92.1K
$8.47M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.9K- 0.06% |
$154K - $177K
|
3.09M
$284M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.92K- 6.73% |
$155K - $178K
|
26.5K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.93K- 4.59% |
$156K - $179K
|
40.1K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.93K- 2.77% |
$157K - $180K
|
67.9K
$6.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.99K- 2.14% |
$161K - $185K
|
91K
$8.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.06K- 73.24% |
$167K - $192K
|
754
$69.3K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 32.88% |
$167K - $192K
|
4.22K
$388K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.07K- 20.24% |
$168K - $192K
|
8.16K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.09K- 12.9% |
$169K - $194K
|
14.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.13K- 0.19% |
$172K - $198K
|
1.09M
$100M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.13K- 12.28% |
$172K - $198K
|
15.2K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.13K- 16.6% |
$173K - $198K
|
10.7K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.15K- 0.64% |
$174K - $200K
|
335K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.15K- 0.86% |
$174K - $200K
|
249K
$22.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.16K- 8.82% |
$175K - $200K
|
22.3K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.17K- 32.19% |
$176K - $202K
|
4.57K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.22K- 3.07% |
$180K - $207K
|
70.2K
$6.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.27K- 3.97% |
$184K - $211K
|
54.8K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.29K- 6.43% |
$185K - $213K
|
33.4K
$3.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 5.86% |
$187K - $214K
|
37.1K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.32K- 2.68% |
$188K - $216K
|
84.4K
$7.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.33K- 5.53% |
$189K - $217K
|
39.9K
$3.66M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.35K- 4.82% |
$190K - $218K
|
46.4K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.42K- 6.32% |
$196K - $225K
|
35.9K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.47K- 68.4% |
$200K - $229K
|
1.14K
$105K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.49K- 15.18% |
$201K - $231K
|
13.9K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2.5K- 27.03% |
$202K - $232K
|
6.75K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 2.05% |
$203K - $233K
|
119K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.51K- 8.66% |
$203K - $233K
|
26.4K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.51K- 2.54% |
$203K - $234K
|
96.2K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.51K- 2.7% |
$203K - $234K
|
90.6K
$8.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.52K- 2.53% |
$204K - $234K
|
97K
$8.92M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.63K- 11.99% |
$213K - $244K
|
19.3K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 0.97% |
$221K - $253K
|
280K
$25.7M
|