Purchases and Sales Made in Q4 2025 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 73.59% |
$10.4M - $11.4M
|
270K
$24.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
54.7K+ 66.1% |
$4.95M - $5.45M
|
137K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
49.4K+ 5.19% |
$4.47M - $4.93M
|
1M
$90.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
43.5K+ 44.73% |
$3.94M - $4.33M
|
141K
$12.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
37.2K+ 265.86% |
$3.37M - $3.71M
|
51.3K
$4.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.8K+ 4.57% |
$2.7M - $2.97M
|
682K
$61.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
27.3KNew |
$2.47M - $2.72M
|
27.3K
$2.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
21.8K+ 20.49% |
$1.97M - $2.17M
|
128K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
18.4K+ 57.38% |
$1.67M - $1.84M
|
50.6K
$4.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
15.5K+ 10.48% |
$1.4M - $1.55M
|
163K
$14.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.1K+ 1.8% |
$1.01M - $1.11M
|
628K
$56.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11K+ 3.92% |
$992K - $1.09M
|
290K
$26.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.45K+ 1.51% |
$856K - $942K
|
635K
$57.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
8.63KNew |
$782K - $861K
|
8.63K
$782K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.42K+ 40.59% |
$763K - $840K
|
29.2K
$2.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.23K+ 1.28% |
$654K - $720K
|
570K
$51.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
7.19KNew |
$651K - $717K
|
7.19K
$651K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.19K+ 3.06% |
$561K - $617K
|
208K
$18.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
5.36KNew |
$485K - $534K
|
5.36K
$485K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
4.86K+ 6.04% |
$440K - $484K
|
85.2K
$7.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.85KNew |
$439K - $484K
|
4.85K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
4.85KNew |
$439K - $484K
|
4.85K
$439K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.4KNew |
$399K - $439K
|
4.4K
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.13K+ 50.81% |
$374K - $412K
|
12.3K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.83K+ 69.82% |
$347K - $382K
|
9.31K
$843K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
3.74KNew |
$339K - $373K
|
3.74K
$339K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.09KNew |
$280K - $308K
|
3.09K
$280K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
2.86K+ 14.96% |
$259K - $285K
|
22K
$1.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.84KNew |
$257K - $283K
|
2.84K
$257K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.79KNew |
$253K - $279K
|
2.79K
$253K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.77KNew |
$251K - $277K
|
2.77K
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.72K+ 231.24% |
$247K - $272K
|
3.9K
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.7K+ 31.4% |
$245K - $269K
|
11.3K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$243K - $267K
|
2.68K
$243K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.6K+ 1.64% |
$235K - $259K
|
161K
$14.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.49KNew |
$226K - $248K
|
2.49K
$226K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.47K+ 0.68% |
$224K - $247K
|
367K
$33.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
2.33K+ 3.48% |
$211K - $232K
|
69.1K
$6.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.97K+ 11.53% |
$179K - $197K
|
19.1K
$1.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.96K+ 1.94% |
$178K - $196K
|
103K
$9.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
1.69K+ 1.64% |
$153K - $169K
|
105K
$9.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 7.91% |
$149K - $164K
|
22.5K
$2.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.63K+ 5.31% |
$148K - $163K
|
32.3K
$2.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.25KNew |
$113K - $124K
|
1.25K
$113K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 5.35% |
$106K - $116K
|
23K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.12K+ 0.93% |
$101K - $112K
|
121K
$11M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.07K+ 0.83% |
$97.3K - $107K
|
130K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.05K+ 2.55% |
$95.4K - $105K
|
42.4K
$3.84M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 41.52% |
$93.8K - $103K
|
3.53K
$320K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.01KNew |
$91.2K - $100K
|
1.01K
$91.2K
|
|