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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.46K+ 10.3% |
$199K - $229K
|
26.3K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.46KNew |
$199K - $229K
|
2.46K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.45KNew |
$199K - $228K
|
2.45K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.45KNew |
$198K - $228K
|
2.45K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.45K+ 1.58% |
$198K - $227K
|
157K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$197K - $226K
|
2.43K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.43K+ 12.02% |
$197K - $226K
|
22.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$196K - $226K
|
2.43K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.41K+ 3.47% |
$195K - $224K
|
71.8K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.41KNew |
$195K - $224K
|
2.41K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$195K - $224K
|
2.41K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.4KNew |
$195K - $223K
|
2.4K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.4KNew |
$194K - $223K
|
2.4K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.39KNew |
$194K - $222K
|
2.39K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.39KNew |
$194K - $222K
|
2.39K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.39KNew |
$193K - $222K
|
2.39K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.37KNew |
$192K - $221K
|
2.37K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.37K+ 4.22% |
$192K - $220K
|
58.5K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
2.37KNew |
$192K - $220K
|
2.37K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.37KNew |
$191K - $220K
|
2.37K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.36K+ 18.09% |
$191K - $219K
|
15.4K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.36KNew |
$191K - $219K
|
2.36K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.36K+ 20.37% |
$191K - $219K
|
13.9K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.35KNew |
$190K - $219K
|
2.35K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.34K+ 1.28% |
$190K - $218K
|
185K
$17M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.34K+ 63.64% |
$189K - $218K
|
6.02K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34K+ 3.3% |
$189K - $217K
|
73.1K
$6.73M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.33KNew |
$189K - $217K
|
2.33K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.33KNew |
$188K - $216K
|
2.33K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.32K+ 8.79% |
$188K - $216K
|
28.7K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$188K - $216K
|
2.32K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.31KNew |
$187K - $215K
|
2.31K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.31KNew |
$187K - $215K
|
2.31K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2.31KNew |
$187K - $214K
|
2.31K
$212K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.3KNew |
$186K - $214K
|
2.3K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.3KNew |
$186K - $213K
|
2.3K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.29KNew |
$186K - $213K
|
2.29K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.28KNew |
$185K - $212K
|
2.28K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$184K - $211K
|
2.27K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.26KNew |
$183K - $210K
|
2.26K
$208K
|