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 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.72KNew |
$544K - $624K
|
6.72K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.66K+ 240.38% |
$539K - $619K
|
9.43K
$867K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
6.66KNew |
$539K - $619K
|
6.66K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6.66KNew |
$539K - $619K
|
6.66K
$612K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.58K+ 29.27% |
$533K - $612K
|
29.1K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
6.57KNew |
$532K - $610K
|
6.57K
$604K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.46K+ 1.69% |
$523K - $601K
|
388K
$35.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.45K+ 4.15% |
$522K - $599K
|
162K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.34KNew |
$513K - $589K
|
6.34K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.32K+ 6.6% |
$512K - $587K
|
102K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.26K+ 151.11% |
$507K - $582K
|
10.4K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.23K+ 1.04% |
$504K - $579K
|
606K
$55.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.18K+ 13.39% |
$500K - $574K
|
52.3K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.15K+ 6.43% |
$498K - $572K
|
102K
$9.37M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.15K+ 2.61% |
$498K - $572K
|
242K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
6.15KNew |
$498K - $571K
|
6.15K
$565K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.1K+ 43.1% |
$493K - $567K
|
20.2K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.08K+ 4.08% |
$492K - $565K
|
155K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.04KNew |
$489K - $561K
|
6.04K
$555K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
5.95KNew |
$481K - $553K
|
5.95K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.75KNew |
$466K - $535K
|
5.75K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.74K+ 3.03% |
$465K - $533K
|
195K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.74K+ 1.82% |
$464K - $533K
|
322K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.68K+ 2.59% |
$459K - $528K
|
225K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.63KNew |
$456K - $523K
|
5.63K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.62K+ 137.74% |
$455K - $523K
|
9.71K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.6KNew |
$453K - $520K
|
5.6K
$515K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.59KNew |
$453K - $520K
|
5.59K
$514K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
5.55KNew |
$449K - $516K
|
5.55K
$510K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.46K+ 148.07% |
$442K - $507K
|
9.14K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.41K+ 9.18% |
$438K - $502K
|
64.3K
$5.91M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.35K+ 37.23% |
$433K - $498K
|
19.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.3K+ 12.37% |
$429K - $493K
|
48.2K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.21KNew |
$422K - $485K
|
5.21K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.2K+ 192.59% |
$421K - $483K
|
7.9K
$726K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.07K+ 17.51% |
$410K - $471K
|
34K
$3.13M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.06KNew |
$410K - $470K
|
5.06K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.01KNew |
$405K - $465K
|
5.01K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
5K+ 0.65% |
$405K - $465K
|
771K
$70.9M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.98K+ 30.81% |
$403K - $463K
|
21.2K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.96K+ 81.45% |
$402K - $461K
|
11.1K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.95K+ 9.47% |
$401K - $460K
|
57.2K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.85KNew |
$392K - $451K
|
4.85K
$446K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
4.75K+ 108.7% |
$385K - $442K
|
9.12K
$839K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.73K+ 6.05% |
$383K - $440K
|
83K
$7.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.68KNew |
$379K - $435K
|
4.68K
$430K
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
4.67KNew |
$378K - $434K
|
4.67K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.66K+ 25.41% |
$377K - $433K
|
23K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.6K+ 17.31% |
$372K - $428K
|
31.2K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.57KNew |
$370K - $425K
|
4.57K
$420K
|