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 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.6K+ 36.33% |
$858K - $986K
|
39.8K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.6K+ 4.75% |
$858K - $985K
|
234K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
10.5K+ 12.85% |
$853K - $980K
|
92.5K
$8.51M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.5K+ 2.72% |
$848K - $973K
|
396K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
10.4K+ 32.06% |
$841K - $966K
|
42.8K
$3.93M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.3KNew |
$832K - $955K
|
10.3K
$945K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.2K+ 4.69% |
$822K - $944K
|
226K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.1K+ 7.99% |
$822K - $943K
|
137K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.1KNew |
$821K - $943K
|
10.1K
$932K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
10.1KNew |
$819K - $940K
|
10.1K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.98K+ 211.51% |
$808K - $927K
|
14.7K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.97K+ 141.16% |
$807K - $926K
|
17K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
9.95K+ 4.69% |
$806K - $925K
|
222K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.81KNew |
$794K - $912K
|
9.81K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
BUY
|
- |
9.8KNew |
$793K - $911K
|
9.8K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
9.7K+ 52.36% |
$785K - $901K
|
28.2K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
9.66K+ 67.08% |
$782K - $898K
|
24.1K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.66K+ 8.46% |
$782K - $898K
|
124K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.62K+ 14.63% |
$779K - $894K
|
75.4K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
9.54K+ 1.57% |
$772K - $887K
|
615K
$56.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.41K+ 12.97% |
$762K - $875K
|
82K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
9.29KNew |
$752K - $864K
|
9.29K
$854K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.23K+ 288.37% |
$747K - $858K
|
12.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.19KNew |
$744K - $854K
|
9.19K
$845K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.15KNew |
$741K - $851K
|
9.15K
$841K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.13KNew |
$739K - $849K
|
9.13K
$840K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.11K+ 100.02% |
$737K - $847K
|
18.2K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.74KNew |
$708K - $813K
|
8.74K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.69K+ 61.16% |
$703K - $807K
|
22.9K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.68K+ 3.05% |
$703K - $807K
|
293K
$26.9M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.36K+ 27.43% |
$677K - $777K
|
38.8K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.35K+ 13.02% |
$676K - $776K
|
72.4K
$6.66M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
8.34K+ 9.32% |
$675K - $775K
|
97.8K
$8.99M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
8.21K+ 38.93% |
$664K - $763K
|
29.3K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
8.19K+ 87.83% |
$663K - $761K
|
17.5K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.18K+ 25.08% |
$662K - $760K
|
40.8K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.14KNew |
$659K - $757K
|
8.14K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.12K+ 22.5% |
$658K - $755K
|
44.2K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.07K+ 7.4% |
$653K - $750K
|
117K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.93K+ 33.72% |
$642K - $737K
|
31.5K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.75K+ 1.36% |
$628K - $721K
|
578K
$53.2M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.53KNew |
$610K - $700K
|
7.53K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
7.44KNew |
$602K - $691K
|
7.44K
$684K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.24K+ 1.74% |
$586K - $673K
|
424K
$39M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.21K+ 35.13% |
$583K - $670K
|
27.7K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.08K+ 0.24% |
$573K - $658K
|
2.94M
$270M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
7.05KNew |
$570K - $655K
|
7.05K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.88KNew |
$557K - $639K
|
6.88K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8K+ 8.71% |
$551K - $632K
|
84.9K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.72K+ 10.72% |
$544K - $625K
|
69.5K
$6.39M
|