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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
65,459
shares
|
$5.73 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
65,459
shares
|
$5.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
64,207
shares
|
$5.62 Million
0.51% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
63,808
shares
|
$5.59 Million
0.16% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
63,708
shares
|
$5.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
63,561
shares
|
$5.57 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
63,492
shares
|
$5.56 Million
0.15% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
63,155
shares
|
$5.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
63,044
shares
|
$5.52 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
62,951
shares
|
$5.51 Million
1.65% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
62,906
shares
|
$5.51 Million
0.47% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
62,298
shares
|
$5.46 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
61,600
shares
|
$5.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
61,493
shares
|
$5.39 Million
2.78% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
61,076
shares
|
$5.35 Million
0.39% of portfolio
|
Q3 2024
Added 149.56%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
60,474
shares
|
$5.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
60,204
shares
|
$5.27 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,512
shares
|
$5.21 Million
2.35% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
59,409
shares
|
$5.2 Million
0.05% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
59,409
shares
|
$5.2 Million
0.05% of portfolio
|
Q3 2024
Added 255.51%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
59,288
shares
|
$5.19 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
59,252
shares
|
$5.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
58,997
shares
|
$5.17 Million
0.08% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
58,000
shares
|
$5.08 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
57,948
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|