Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
148,511
shares
|
$13 Million
1.03% of portfolio
|
Q4 2023
Added 3.63%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
147,728
shares
|
$13 Million
0.92% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
146,473
shares
|
$12.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
146,387
shares
|
$12.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
146,262
shares
|
$12.8 Million
0.2% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
145,808
shares
|
$12.8 Million
0.13% of portfolio
|
Q4 2024
Added 367.63%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
143,078
shares
|
$12.6 Million
1.64% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
140,381
shares
|
$12.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
140,100
shares
|
$12.3 Million
0.28% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
139,610
shares
|
$12.3 Million
1.53% of portfolio
|
Q1 2025
Added 303.5%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
139,384
shares
|
$12.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
137,862
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2025
Added 76.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
137,823
shares
|
$12.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
137,174
shares
|
$12 Million
0.13% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
136,531
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Added 630.23%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
136,518
shares
|
$12 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
135,455
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
133,854
shares
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
133,358
shares
|
$11.7 Million
1.53% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sagefield Capital LP
Dallas, TX |
Feb 14, 2025 Q4 2024 |
132,820
shares
|
$11.7 Million
1.32% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
132,736
shares
|
$11.7 Million
1.07% of portfolio
|
Q1 2025
Reduced 34.28%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
131,814
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
131,677
shares
|
$11.6 Million
0.05% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
128,498
shares
|
$11.3 Million
0.04% of portfolio
|
Q1 2025
Added 203.77%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
128,394
shares
|
$11.3 Million
0.13% of portfolio
|
Q1 2025
Added 2.76%
|