Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,215 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
80,224
shares
|
$7.2 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
80,083
shares
|
$7.19 Million
0.21% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
80,000
shares
|
$7.18 Million
0.29% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
79,809
shares
|
$7.16 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
79,234
shares
|
$7.11 Million
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
79,070
shares
|
$7.1 Million
0.5% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
78,311
shares
|
$7.03 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
78,200
shares
|
$7.02 Million
0.22% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 14, 2024 Q3 2024 |
78,028
shares
|
$7 Million
0.02% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
77,109
shares
|
$6.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
76,952
shares
|
$6.91 Million
0.65% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
76,843
shares
|
$6.9 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
76,303
shares
|
$6.85 Million
2.31% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
76,174
shares
|
$6.84 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
75,094
shares
|
$6.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
75,083
shares
|
$6.74 Million
0.09% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
75,009
shares
|
$6.73 Million
0.13% of portfolio
|
Q3 2024
Added 73.99%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
73,913
shares
|
$6.63 Million
0.48% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
73,876
shares
|
$6.63 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
73,816
shares
|
$6.62 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
73,804
shares
|
$6.62 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
73,720
shares
|
$6.62 Million
0.15% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
73,598
shares
|
$6.6 Million
0.14% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
73,382
shares
|
$6.59 Million
0.07% of portfolio
|
Q1 2024
Reduced 38.12%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
73,101
shares
|
$6.56 Million
1.14% of portfolio
|
Q3 2024
Added 0.02%
|