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 |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
81,333
shares
|
$7.14 Million
1.14% of portfolio
|
Q1 2025
Added 31.7%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
80,521
shares
|
$7.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
80,483
shares
|
$7.06 Million
0.58% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
79,944
shares
|
$7.02 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
79,735
shares
|
$7 Million
0.3% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
79,669
shares
|
$6.99 Million
3.39% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
79,241
shares
|
$6.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
78,610
shares
|
$6.9 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
78,401
shares
|
$6.88 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
78,139
shares
|
$6.86 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
76,321
shares
|
$6.7 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Railway Pension Investments LTD
London, X0 |
May 12, 2025 Q1 2025 |
76,200
shares
|
$6.69 Million
0.1% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
76,088
shares
|
$6.68 Million
1.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
75,723
shares
|
$6.65 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
75,649
shares
|
$6.64 Million
0.3% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
75,460
shares
|
$6.62 Million
0.0% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
75,446
shares
|
$6.62 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
75,353
shares
|
$6.61 Million
0.17% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
74,789
shares
|
$6.56 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
74,527
shares
|
$6.54 Million
2.38% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
74,315
shares
|
$6.52 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
74,270
shares
|
$6.52 Million
0.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
73,972
shares
|
$6.49 Million
0.66% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
73,379
shares
|
$6.44 Million
0.16% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
73,224
shares
|
$6.43 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.68%
|