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
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.72K- 52.68% |
$463K - $532K
|
5.14K
$472K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.75K- 3.68% |
$466K - $535K
|
150K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.76K- 71.69% |
$466K - $536K
|
2.28K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.83K- 6.98% |
$472K - $542K
|
77.7K
$7.14M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-5.94K- 14.23% |
$481K - $553K
|
35.8K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.98K- 21.93% |
$484K - $556K
|
21.3K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.99K- 3.29% |
$485K - $557K
|
176K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-6.09K- 1.84% |
$493K - $566K
|
325K
$29.8M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6.11K- 30.21% |
$495K - $568K
|
14.1K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-6.18K- 54.33% |
$500K - $574K
|
5.19K
$478K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.22K- 15.76% |
$503K - $578K
|
33.2K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.48K- 14.19% |
$525K - $602K
|
39.2K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-7.15K- 9.74% |
$579K - $665K
|
66.2K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.21K- 38.45% |
$584K - $670K
|
11.5K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.33K- 3.46% |
$593K - $681K
|
205K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-7.35K- 17.6% |
$595K - $683K
|
34.4K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.35K- 5.11% |
$595K - $683K
|
137K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.37K- 46.75% |
$597K - $685K
|
8.39K
$772K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.49K- 12.76% |
$607K - $696K
|
51.2K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.56K- 50.71% |
$612K - $703K
|
7.35K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.66K- 2.91% |
$620K - $712K
|
255K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.9K- 6.16% |
$639K - $734K
|
120K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.96K- 26.36% |
$645K - $740K
|
22.2K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.31K- 5.78% |
$672K - $772K
|
135K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-8.45K- 3.25% |
$684K - $785K
|
252K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-8.49K- 2.02% |
$687K - $789K
|
411K
$37.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.03K- 27.82% |
$731K - $839K
|
23.4K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.04K- 30.01% |
$732K - $840K
|
21.1K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.38K- 80.53% |
$759K - $872K
|
2.27K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-9.46K- 4.23% |
$766K - $879K
|
214K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.76K- 8.61% |
$790K - $907K
|
104K
$9.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.94K- 52.09% |
$804K - $924K
|
9.14K
$840K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.3K- 52.9% |
$833K - $956K
|
9.16K
$842K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.7K- 15.39% |
$867K - $996K
|
58.9K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.8K- 69.23% |
$874K - $1M
|
4.8K
$441K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.9K- 34.43% |
$884K - $1.02M
|
20.8K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-11.1K- 4.59% |
$901K - $1.03M
|
231K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 71.65% |
$901K - $1.03M
|
4.4K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.5K- 7.01% |
$935K - $1.07M
|
153K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.7K- 1.48% |
$951K - $1.09M
|
780K
$71.7M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-11.9K- 43.91% |
$961K - $1.1M
|
15.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-12K- 63.16% |
$972K - $1.12M
|
7K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.5K- 3.54% |
$1.01M - $1.16M
|
340K
$31.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-12.6K- 9.57% |
$1.02M - $1.17M
|
119K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-13.4K- 35.83% |
$1.08M - $1.25M
|
24K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 37.61% |
$1.1M - $1.26M
|
22.4K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-13.8K- 9.83% |
$1.11M - $1.28M
|
126K
$11.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-13.9K- 1.78% |
$1.13M - $1.29M
|
766K
$70.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 1.98% |
$1.23M - $1.41M
|
752K
$69.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.3K- 28.24% |
$1.24M - $1.42M
|
38.9K
$3.58M
|