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 |
|---|---|---|---|---|---|
|
Railway Pension Investments LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
57,700
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
57,564
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2024
Added 67.14%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
57,548
shares
|
$5.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
57,072
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 91.17%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
57,065
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
56,872
shares
|
$4.98 Million
0.26% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
56,759
shares
|
$4.97 Million
3.21% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
56,667
shares
|
$4.96 Million
0.15% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
56,228
shares
|
$4.93 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
55,906
shares
|
$4.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
55,436
shares
|
$4.86 Million
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
55,106
shares
|
$4.83 Million
0.14% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
55,011
shares
|
$4.82 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
54,183
shares
|
$4.75 Million
0.05% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
54,123
shares
|
$4.74 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
54,064
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
53,793
shares
|
$4.71 Million
0.44% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
53,646
shares
|
$4.7 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
53,487
shares
|
$4.69 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
53,314
shares
|
$4.67 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
53,225
shares
|
$4.66 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
52,551
shares
|
$4.6 Million
0.05% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
52,299
shares
|
$4.58 Million
1.02% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
51,867
shares
|
$4.54 Million
0.25% of portfolio
|
Q3 2022
Reduced 0.72%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
51,770
shares
|
$4.54 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.56%
|