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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
100+ 0.9% |
$8.49K - $9.26K
|
11.2K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
100+ 3.2% |
$8.49K - $9.26K
|
3.23K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
86+ 1.41% |
$7.3K - $7.96K
|
6.2K
$570K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79+ 1.81% |
$6.71K - $7.31K
|
4.43K
$408K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
79+ 0.95% |
$6.71K - $7.31K
|
8.4K
$773K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 971.43% |
$5.77K - $6.29K
|
75
$6.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 0.84% |
$5.52K - $6.02K
|
7.79K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
60+ 1.42% |
$5.09K - $5.55K
|
4.29K
$395K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.79% |
$5.09K - $5.55K
|
7.69K
$708K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
60+ 2.2% |
$5.09K - $5.55K
|
2.79K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
44+ 1.41% |
$3.74K - $4.07K
|
3.16K
$291K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
35+ 0.28% |
$2.97K - $3.24K
|
12.6K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$1.78K - $1.94K
|
4.04K
$372K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
17+ 0.28% |
$1.44K - $1.57K
|
6.03K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.55% |
$1.44K - $1.57K
|
3.11K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.86% |
$1.36K - $1.48K
|
874
$80.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.14% |
$679 - $740
|
5.74K
$528K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.84% |
$594 - $648
|
838
$77.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6+ 0.18% |
$509 - $555
|
3.3K
$304K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.1% |
$340 - $370
|
4.01K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$340 - $370
|
7.24K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.1% |
$255 - $278
|
2.98K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$170 - $185
|
3.2K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$170 - $185
|
4.43K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.01% |
$84.9 - $92.6
|
8.96K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
1+ 0.0% |
$84.9 - $92.6
|
63.7K
$5.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$84.9 - $92.6
|
5.37K
$494K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 0.18% |
$764 - $833
|
5.03K
$462K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.04% |
$764 - $833
|
25.6K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-19- 0.32% |
$1.61K - $1.76K
|
5.98K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-36- 3.13% |
$3.06K - $3.33K
|
1.12K
$103K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-37- 1.03% |
$3.14K - $3.42K
|
3.56K
$327K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-38- 0.46% |
$3.23K - $3.52K
|
8.29K
$763K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-52- 1.96% |
$4.42K - $4.81K
|
2.6K
$239K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-55- 3.15% |
$4.67K - $5.09K
|
1.69K
$156K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-77- 2.35% |
$6.54K - $7.13K
|
3.2K
$294K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 1.79% |
$8.49K - $9.26K
|
5.48K
$504K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-113- 4.59% |
$9.59K - $10.5K
|
2.35K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-118- 1.87% |
$10K - $10.9K
|
6.2K
$570K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-119- 2.35% |
$10.1K - $11K
|
4.95K
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-120- 4.8% |
$10.2K - $11.1K
|
2.38K
$219K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-129- 2.73% |
$11K - $11.9K
|
4.6K
$423K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-131- 3.87% |
$11.1K - $12.1K
|
3.26K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-135- 1.75% |
$11.5K - $12.5K
|
7.58K
$697K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-139- 1.52% |
$11.8K - $12.9K
|
9K
$828K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-144- 0.6% |
$12.2K - $13.3K
|
23.8K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-156- 2.43% |
$13.2K - $14.4K
|
6.27K
$576K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-165- 0.67% |
$14K - $15.3K
|
24.5K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-170- 3.33% |
$14.4K - $15.7K
|
4.94K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-189- 1.19% |
$16K - $17.5K
|
15.7K
$1.44M
|