Purchases and Sales Made in Q3 2025 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
25.6M+ 320.34% |
$2.32B - $2.45B
|
33.5M
$3.04B
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
14.8MNew |
$1.34B - $1.42B
|
14.8M
$1.34B
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.5M+ 65.6% |
$1.04B - $1.1B
|
29M
$2.63B
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.23M+ 9.81% |
$566M - $599M
|
69.8M
$6.32B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.1M+ 8.55% |
$99.9M - $106M
|
14M
$1.26B
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09M+ 11.64% |
$98.9M - $104M
|
10.4M
$946M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.02MNew |
$92.4M - $97.7M
|
1.02M
$92.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
949K+ 1382.05% |
$86.2M - $91.1M
|
1.02M
$92.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
867K+ 3.34% |
$78.8M - $83.3M
|
26.9M
$2.43B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
827K+ 19.83% |
$75.1M - $79.4M
|
5M
$453M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
712K+ 25.75% |
$64.7M - $68.4M
|
3.48M
$315M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
544K+ 2785.84% |
$49.4M - $52.2M
|
563K
$51M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
512K+ 448.8% |
$46.5M - $49.2M
|
626K
$56.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
510K+ 0.48% |
$46.3M - $49M
|
106M
$9.64B
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
448KNew |
$40.7M - $43M
|
448K
$40.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
394K+ 15.96% |
$35.8M - $37.8M
|
2.86M
$259M
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
353KNew |
$32M - $33.9M
|
353K
$31.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
333K+ 94.63% |
$30.3M - $32M
|
686K
$62.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
310K+ 65.46% |
$28.2M - $29.8M
|
784K
$71M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
302KNew |
$27.4M - $29M
|
302K
$27.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
286K+ 3.46% |
$25.9M - $27.4M
|
8.53M
$773M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
270K+ 3.23% |
$24.5M - $25.9M
|
8.64M
$783M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
233K+ 13.87% |
$21.2M - $22.4M
|
1.92M
$173M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
186K+ 163.07% |
$16.9M - $17.9M
|
300K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
185KNew |
$16.8M - $17.7M
|
185K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
175K+ 56.97% |
$15.9M - $16.8M
|
481K
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
157K+ 108.67% |
$14.2M - $15M
|
301K
$27.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Soroban Capital Partners LP
New York, NY |
BUY
|
- |
153K+ 3.73% |
$13.9M - $14.7M
|
4.25M
$385M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
149K+ 13.01% |
$13.6M - $14.3M
|
1.3M
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
147KNew |
$13.4M - $14.2M
|
147K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
147K+ 23.92% |
$13.4M - $14.1M
|
763K
$69.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Baillie Gifford & CO
|
BUY
|
- |
131K+ 595.11% |
$11.9M - $12.6M
|
153K
$13.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
129KNew |
$11.8M - $12.4M
|
129K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
121K+ 9.76% |
$11M - $11.7M
|
1.37M
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
121K+ 15.33% |
$11M - $11.6M
|
907K
$82.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
119KNew |
$10.8M - $11.4M
|
119K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 2.92% |
$10.2M - $10.8M
|
3.95M
$358M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111K+ 12.74% |
$10.1M - $10.6M
|
981K
$88.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107K+ 17.72% |
$9.76M - $10.3M
|
714K
$64.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
102KNew |
$9.25M - $9.78M
|
102K
$9.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.1KNew |
$8.82M - $9.32M
|
97.1K
$8.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
96.6K+ 47.86% |
$8.78M - $9.27M
|
298K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
95.1K+ 34.88% |
$8.64M - $9.13M
|
368K
$33.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
86.8K+ 205.59% |
$7.89M - $8.33M
|
129K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
86.4KNew |
$7.85M - $8.3M
|
86.4K
$7.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
80.3K+ 3.8% |
$7.29M - $7.71M
|
2.19M
$198M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
77.8K+ 2.52% |
$7.07M - $7.47M
|
3.17M
$287M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
74.5KNew |
$6.77M - $7.15M
|
74.5K
$6.75M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
71.8K+ 87.63% |
$6.52M - $6.89M
|
154K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
71.5KNew |
$6.5M - $6.87M
|
71.5K
$6.48M
|
|