Purchases and Sales Made in Q4 2024 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.23KNew |
$263K - $304K
|
3.23K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.2K+ 1.47% |
$261K - $302K
|
221K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.19K+ 2.58% |
$260K - $300K
|
127K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.17KNew |
$258K - $299K
|
3.17K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.16KNew |
$258K - $298K
|
3.16K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.11KNew |
$253K - $293K
|
3.11K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.1K+ 98.01% |
$253K - $292K
|
6.26K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.09K+ 124.86% |
$252K - $291K
|
5.57K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.08K+ 3.31% |
$251K - $290K
|
96.1K
$8.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 16.98% |
$249K - $288K
|
21.1K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.03K+ 3.67% |
$247K - $285K
|
85.6K
$7.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.03K+ 83.74% |
$247K - $285K
|
6.65K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.02K+ 0.63% |
$246K - $284K
|
482K
$41.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.01K+ 8.94% |
$245K - $284K
|
36.7K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3K+ 102.92% |
$244K - $282K
|
5.91K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.99KNew |
$244K - $281K
|
2.99K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.97K+ 33.27% |
$242K - $280K
|
11.9K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 49.23% |
$241K - $278K
|
8.96K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.96KNew |
$241K - $278K
|
2.96K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.93KNew |
$239K - $276K
|
2.93K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
2.92K+ 24.77% |
$238K - $275K
|
14.7K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.91KNew |
$237K - $274K
|
2.91K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.91KNew |
$237K - $274K
|
2.91K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.9KNew |
$237K - $273K
|
2.9K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.88KNew |
$235K - $271K
|
2.88K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 13.01% |
$235K - $271K
|
25K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.87K+ 52.08% |
$233K - $270K
|
8.37K
$716K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.84KNew |
$232K - $267K
|
2.84K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.83KNew |
$230K - $266K
|
2.83K
$242K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.82KNew |
$230K - $265K
|
2.82K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.78K+ 2984.95% |
$226K - $261K
|
2.87K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.78K+ 3.44% |
$226K - $261K
|
83.3K
$7.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.78K+ 14.38% |
$226K - $261K
|
22.1K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.76KNew |
$225K - $259K
|
2.76K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.75KNew |
$224K - $259K
|
2.75K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.75K+ 15.33% |
$224K - $259K
|
20.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.72KNew |
$222K - $256K
|
2.72K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$221K - $256K
|
2.72K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.71KNew |
$221K - $255K
|
2.71K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.71KNew |
$221K - $255K
|
2.71K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.69KNew |
$219K - $253K
|
2.69K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.68KNew |
$219K - $253K
|
2.68K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.66KNew |
$217K - $250K
|
2.66K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.66KNew |
$216K - $250K
|
2.66K
$227K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.65KNew |
$216K - $249K
|
2.65K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.63KNew |
$214K - $248K
|
2.63K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.59K+ 5.44% |
$211K - $244K
|
50.2K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.59KNew |
$211K - $244K
|
2.59K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.58KNew |
$210K - $242K
|
2.58K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.57KNew |
$210K - $242K
|
2.57K
$220K
|