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 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.49KNew |
$364K - $417K
|
4.49K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.43KNew |
$359K - $412K
|
4.43K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.26K+ 29.41% |
$345K - $396K
|
18.8K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.25KNew |
$344K - $395K
|
4.25K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.25K+ 35.73% |
$344K - $395K
|
16.1K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.17K+ 12.46% |
$337K - $387K
|
37.6K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.09KNew |
$331K - $380K
|
4.09K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.05K+ 1.86% |
$328K - $376K
|
222K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$326K - $374K
|
4.03K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.99K+ 2.9% |
$323K - $371K
|
142K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.99K+ 73.01% |
$323K - $371K
|
9.45K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 14.47% |
$322K - $370K
|
31.4K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.96K+ 1.46% |
$320K - $368K
|
274K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.95KNew |
$320K - $367K
|
3.95K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.94K+ 36.11% |
$319K - $366K
|
14.9K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.93KNew |
$318K - $365K
|
3.93K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
3.92K+ 73.21% |
$317K - $364K
|
9.27K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.91K+ 4.56% |
$316K - $363K
|
89.5K
$8.23M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.89K+ 3.15% |
$315K - $362K
|
127K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.89K+ 10.83% |
$315K - $362K
|
39.8K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.89K+ 15.33% |
$315K - $361K
|
29.2K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.88K+ 4.89% |
$314K - $361K
|
83.4K
$7.67M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
3.82K+ 2.01% |
$309K - $355K
|
194K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.82K+ 0.96% |
$309K - $355K
|
403K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.81K+ 21.66% |
$309K - $355K
|
21.4K
$1.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.79KNew |
$306K - $352K
|
3.79K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.77K+ 24.68% |
$305K - $351K
|
19.1K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.69KNew |
$299K - $343K
|
3.69K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.67K+ 4.54% |
$297K - $341K
|
84.6K
$7.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.62K+ 7.4% |
$293K - $337K
|
52.6K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.58KNew |
$290K - $333K
|
3.58K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.55K+ 6.4% |
$287K - $330K
|
59K
$5.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
3.53KNew |
$286K - $328K
|
3.53K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.51K+ 2.63% |
$284K - $326K
|
137K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.5K+ 6.88% |
$283K - $325K
|
54.3K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.5KNew |
$283K - $325K
|
3.5K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.48KNew |
$281K - $323K
|
3.48K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.46K+ 25.62% |
$280K - $322K
|
17K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.45K+ 2.76% |
$279K - $320K
|
128K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
3.39K+ 10.36% |
$275K - $316K
|
36.2K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.38KNew |
$274K - $314K
|
3.38K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.31K+ 83.11% |
$268K - $308K
|
7.3K
$671K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.3KNew |
$267K - $307K
|
3.3K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.27KNew |
$265K - $304K
|
3.27K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.27KNew |
$264K - $304K
|
3.27K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
3.26K+ 2.68% |
$264K - $303K
|
125K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.25KNew |
$263K - $302K
|
3.25K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.19K+ 3.54% |
$259K - $297K
|
93.5K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.18K+ 0.93% |
$258K - $296K
|
347K
$31.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.17KNew |
$257K - $295K
|
3.17K
$292K
|