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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
90,635
shares
|
$7.96 Million
0.69% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
90,063
shares
|
$7.91 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
89,388
shares
|
$7.85 Million
0.04% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
May 05, 2025 Q1 2025 |
88,894
shares
|
$7.8 Million
4.21% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
88,214
shares
|
$7.74 Million
2.07% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
87,731
shares
|
$7.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
86,588
shares
|
$7.6 Million
0.09% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
86,424
shares
|
$7.59 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
85,762
shares
|
$7.53 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Chronos Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
85,740
shares
|
$7.53 Million
4.29% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
85,624
shares
|
$7.52 Million
0.38% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
85,441
shares
|
$7.5 Million
0.07% of portfolio
|
Q4 2024
Added 89.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
85,279
shares
|
$7.49 Million
1.34% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
84,943
shares
|
$7.46 Million
0.07% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
84,649
shares
|
$7.43 Million
0.07% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
84,442
shares
|
$7.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
84,371
shares
|
$7.41 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
83,506
shares
|
$7.33 Million
0.17% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
83,492
shares
|
$7.33 Million
0.24% of portfolio
|
Q1 2025
Added 172.83%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
83,355
shares
|
$7.32 Million
0.18% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
83,044
shares
|
$7.29 Million
0.55% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
82,909
shares
|
$7.28 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
82,324
shares
|
$7.23 Million
1.45% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
82,122
shares
|
$7.21 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
81,952
shares
|
$7.19 Million
0.98% of portfolio
|
Q1 2025
Added 12.97%
|