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 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.77K- 1.58% |
$224K - $258K
|
173K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.8K- 1.49% |
$227K - $260K
|
185K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.89K- 23.65% |
$234K - $268K
|
9.32K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.92K- 22.34% |
$236K - $272K
|
10.2K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.96K- 3.74% |
$239K - $275K
|
76.1K
$7M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.96K- 6.7% |
$239K - $275K
|
41.2K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.01K- 13.22% |
$244K - $280K
|
19.8K
$1.82M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.14K- 77.53% |
$254K - $292K
|
909
$83.6K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.17K- 5.57% |
$256K - $294K
|
53.7K
$4.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.18K- 30.54% |
$258K - $296K
|
7.24K
$666K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.2K- 25.5% |
$259K - $298K
|
9.36K
$860K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.23K- 5.77% |
$262K - $301K
|
52.8K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.24K- 10.4% |
$262K - $301K
|
27.9K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-3.32K- 6.62% |
$269K - $309K
|
46.9K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.33K- 41.98% |
$269K - $309K
|
4.6K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.36K- 3.54% |
$272K - $313K
|
91.6K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-3.37K- 19.76% |
$273K - $313K
|
13.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-3.41K- 6.53% |
$276K - $317K
|
48.8K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-3.43K- 40.19% |
$277K - $319K
|
5.1K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.45K- 5.39% |
$279K - $320K
|
60.5K
$5.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.65K- 31.61% |
$295K - $339K
|
7.89K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.69K- 28.5% |
$299K - $343K
|
9.27K
$852K
|
|
|
Apr 15, 2025
Q1 2025
|
Nepsis Inc.
|
SELL
|
- |
-3.7K- 7.69% |
$299K - $344K
|
44.4K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.84K- 2.93% |
$311K - $357K
|
127K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.05K- 3.12% |
$328K - $376K
|
125K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-4.08K- 11.78% |
$330K - $379K
|
30.6K
$2.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.11K- 4.88% |
$332K - $382K
|
79.9K
$7.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.14K- 29.58% |
$335K - $385K
|
9.85K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.15K- 8.66% |
$336K - $386K
|
43.8K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 19.14% |
$337K - $387K
|
17.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 23.7% |
$338K - $388K
|
13.4K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.18K- 2.68% |
$339K - $389K
|
152K
$14M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.21K- 22.87% |
$341K - $391K
|
14.2K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.24K- 56.77% |
$344K - $395K
|
3.23K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.45K- 1.12% |
$360K - $413K
|
394K
$36.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.5K- 23.37% |
$364K - $418K
|
14.8K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.61K- 50.86% |
$373K - $428K
|
4.45K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-4.64K- 52.27% |
$376K - $432K
|
4.24K
$390K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-4.65K- 62.91% |
$376K - $432K
|
2.74K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.82K- 8.11% |
$390K - $448K
|
54.6K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-4.83K- 79.57% |
$391K - $449K
|
1.24K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.03K- 2.27% |
$407K - $467K
|
216K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.07K- 2.75% |
$410K - $471K
|
179K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.3K- 23.16% |
$429K - $493K
|
17.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.36K- 0.4% |
$434K - $498K
|
1.34M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.42K- 1.87% |
$439K - $504K
|
285K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.43K- 5.66% |
$440K - $505K
|
90.6K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-5.57K- 36.16% |
$451K - $518K
|
9.83K
$904K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.61K- 0.43% |
$455K - $522K
|
1.3M
$120M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-5.66K- 38.06% |
$458K - $526K
|
9.21K
$847K
|