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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
128,123
shares
|
$11.2 Million
0.2% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
127,852
shares
|
$11.2 Million
1.79% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
127,606
shares
|
$11.2 Million
0.05% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
127,399
shares
|
$11.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
127,260
shares
|
$11.2 Million
0.18% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
126,428
shares
|
$11.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
126,160
shares
|
$11.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
125,491
shares
|
$11 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
125,073
shares
|
$11 Million
0.63% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
123,466
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
123,011
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
122,440
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
121,660
shares
|
$10.7 Million
4.59% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Rwc Asset Management LLP
London, X0 |
May 07, 2025 Q1 2025 |
120,399
shares
|
$10.6 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
119,399
shares
|
$10.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
119,153
shares
|
$10.5 Million
0.78% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
119,029
shares
|
$10.4 Million
0.56% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Aventail Capital Group, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
117,692
shares
|
$10.3 Million
0.55% of portfolio
|
Q4 2024
Added 135.38%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
117,557
shares
|
$10.3 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
117,078
shares
|
$10.3 Million
0.43% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
116,847
shares
|
$10.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
116,267
shares
|
$10.2 Million
0.05% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
116,137
shares
|
$10.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 55.33%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
115,857
shares
|
$10.2 Million
0.83% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
115,609
shares
|
$10.1 Million
0.76% of portfolio
|
Q1 2025
Added 50.51%
|