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 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-200- 4.79% |
$17K - $18.5K
|
3.98K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-203- 2.08% |
$17.2K - $18.8K
|
9.56K
$879K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-203- 6.51% |
$17.2K - $18.8K
|
2.92K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-223- 25.11% |
$18.9K - $20.6K
|
665
$61.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-224- 7.42% |
$19K - $20.7K
|
2.79K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-232- 9.32% |
$19.7K - $21.5K
|
2.26K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-240- 7.62% |
$20.4K - $22.2K
|
2.91K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-247- 8.5% |
$21K - $22.9K
|
2.66K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-260- 6.45% |
$22.1K - $24.1K
|
3.77K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-307- 5.16% |
$26.1K - $28.4K
|
5.65K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-370- 13.13% |
$31.4K - $34.2K
|
2.45K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-375- 2.18% |
$31.8K - $34.7K
|
16.9K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-388- 9.33% |
$32.9K - $35.9K
|
3.77K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-390- 21.21% |
$33.1K - $36.1K
|
1.45K
$133K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-464- 9.59% |
$39.4K - $42.9K
|
4.38K
$402K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-496- 4.42% |
$42.1K - $45.9K
|
10.7K
$986K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-623- 10.09% |
$52.9K - $57.7K
|
5.55K
$511K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-650- 5.54% |
$55.2K - $60.2K
|
11.1K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-753- 2.18% |
$63.9K - $69.7K
|
33.7K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-780- 1.31% |
$66.2K - $72.2K
|
58.6K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-786- 9.63% |
$66.7K - $72.8K
|
7.37K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-953- 9.68% |
$80.9K - $88.2K
|
8.9K
$818K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-976- 10.37% |
$82.9K - $90.3K
|
8.44K
$776K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-994- 6.56% |
$84.4K - $92K
|
14.2K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 1.61% |
$87.3K - $95.2K
|
63K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1.04K- 2.18% |
$88.6K - $96.5K
|
46.8K
$4.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.15K- 17.53% |
$97.7K - $107K
|
5.42K
$498K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.21K- 1.52% |
$103K - $112K
|
78.7K
$7.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.26K- 22.29% |
$107K - $116K
|
4.38K
$403K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.27K- 1.48% |
$108K - $118K
|
84.5K
$7.77M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.29K- 1.53% |
$109K - $119K
|
83.1K
$7.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.5K- 20.91% |
$127K - $139K
|
5.68K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.9K- 77.39% |
$161K - $176K
|
555
$51K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-1.95K- 2.37% |
$166K - $180K
|
80.4K
$7.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.97K- 6.98% |
$168K - $183K
|
26.3K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 40.4% |
$181K - $198K
|
3.15K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.14K- 5.5% |
$182K - $198K
|
36.8K
$3.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.18K- 1.83% |
$185K - $202K
|
117K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 6.97% |
$186K - $203K
|
29.3K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.3K- 47.57% |
$195K - $213K
|
2.54K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.68K- 4.36% |
$228K - $248K
|
58.8K
$5.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.05K- 13.66% |
$344K - $374K
|
25.6K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.93K- 29.08% |
$418K - $456K
|
12K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-9.4K- 35.51% |
$798K - $870K
|
17.1K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12.2K- 20.15% |
$1.04M - $1.13M
|
48.4K
$4.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-20.4K- 16.34% |
$1.74M - $1.89M
|
105K
$9.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.3K- 1.51% |
$2.06M - $2.25M
|
1.58M
$145M
|