Purchases and Sales Made in Q2 2025 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
500K+ 71.36% |
$42.5M - $46.3M
|
1.2M
$110M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.9K+ 12.77% |
$5.85M - $6.38M
|
608K
$56M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
60.8KNew |
$5.16M - $5.63M
|
60.8K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.1K+ 6.8% |
$1.45M - $1.58M
|
269K
$24.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
16.8K+ 6.95% |
$1.43M - $1.55M
|
258K
$23.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
11.2K+ 16.37% |
$948K - $1.03M
|
79.4K
$7.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.54K+ 19.52% |
$725K - $790K
|
52.3K
$4.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.17K+ 2.77% |
$693K - $756K
|
303K
$27.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
5.35K+ 1982.59% |
$455K - $495K
|
5.62K
$517K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 17.1% |
$365K - $398K
|
29.5K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.11K+ 106.03% |
$349K - $381K
|
7.99K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.03K+ 2.6% |
$342K - $373K
|
159K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.27K+ 8.05% |
$277K - $302K
|
43.9K
$4.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.8KNew |
$237K - $259K
|
2.8K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.61K+ 5.08% |
$222K - $241K
|
54K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.35K+ 2.61% |
$200K - $218K
|
92.4K
$8.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.03K+ 11.91% |
$172K - $188K
|
19.1K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 10.1% |
$157K - $171K
|
20.2K
$1.85M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 3.99% |
$141K - $154K
|
43.3K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.64K+ 49.77% |
$139K - $152K
|
4.93K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.6K+ 5.58% |
$136K - $148K
|
30.3K
$2.79M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.4K+ 14.32% |
$119K - $130K
|
11.2K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.39K+ 1.4% |
$118K - $128K
|
100K
$9.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.37K+ 14.83% |
$117K - $127K
|
10.6K
$978K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.34K+ 44.21% |
$114K - $124K
|
4.38K
$403K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.27K+ 50.82% |
$108K - $118K
|
3.77K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.1K+ 2.72% |
$93.3K - $102K
|
41.5K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
864+ 2.82% |
$73.4K - $80K
|
31.5K
$2.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
800+ 6.02% |
$67.9K - $74K
|
14.1K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
781+ 3.11% |
$66.3K - $72.3K
|
25.9K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
738+ 11.52% |
$62.7K - $68.3K
|
7.15K
$657K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
705+ 3.45% |
$59.9K - $65.3K
|
21.1K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
699+ 8.32% |
$59.4K - $64.7K
|
9.1K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
659+ 5.58% |
$56K - $61K
|
12.5K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
547+ 36.98% |
$46.4K - $50.6K
|
2.03K
$186K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
527+ 1.99% |
$44.7K - $48.8K
|
27K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
522+ 3.28% |
$44.3K - $48.3K
|
16.4K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
508+ 1953.85% |
$43.1K - $47K
|
534
$49.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
432+ 2.07% |
$36.7K - $40K
|
21.3K
$1.96M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
424+ 2.03% |
$36K - $39.2K
|
21.3K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
398+ 0.68% |
$33.8K - $36.8K
|
59K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
386+ 13.85% |
$32.8K - $35.7K
|
3.17K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
376+ 6.33% |
$31.9K - $34.8K
|
6.32K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
322+ 5.25% |
$27.3K - $29.8K
|
6.46K
$594K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
314+ 13.59% |
$26.7K - $29.1K
|
2.62K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
274+ 1.77% |
$23.3K - $25.4K
|
15.8K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
268+ 3.3% |
$22.8K - $24.8K
|
8.38K
$770K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
196+ 2.11% |
$16.6K - $18.1K
|
9.47K
$871K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 7.45% |
$16K - $17.4K
|
2.71K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
130New |
$11K - $12K
|
130
$12K
|