Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,212 institutions that hold shares in the stock, with a total of 704 Million shares, which have been reported (via 13F filing form) to have a value of $61.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
91,922
shares
|
$8.05 Million
0.68% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
90,720
shares
|
$7.95 Million
0.56% of portfolio
|
Q3 2024
Reduced 52.33%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
90,453
shares
|
$7.92 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
89,763
shares
|
$7.86 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
88,409
shares
|
$7.74 Million
0.36% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
87,857
shares
|
$7.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
87,594
shares
|
$7.67 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
87,503
shares
|
$7.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
87,056
shares
|
$7.63 Million
0.23% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 07, 2024 Q3 2024 |
86,659
shares
|
$7.59 Million
4.25% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
86,497
shares
|
$7.58 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
86,126
shares
|
$7.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
85,591
shares
|
$7.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
84,903
shares
|
$7.44 Million
0.58% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
84,386
shares
|
$7.39 Million
3.97% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
84,343
shares
|
$7.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
83,115
shares
|
$7.28 Million
3.53% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
82,595
shares
|
$7.24 Million
0.41% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
81,196
shares
|
$7.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
81,180
shares
|
$7.11 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
80,992
shares
|
$7.09 Million
1.36% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
80,740
shares
|
$7.07 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
80,702
shares
|
$7.07 Million
2.52% of portfolio
|
Q3 2024
Reduced 31.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
80,561
shares
|
$7.06 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
80,285
shares
|
$7.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|