Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,439 institutions that hold shares in the stock, with a total of 711 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
58,881
shares
|
$5.17 Million
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
58,824
shares
|
$5.16 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Feb 14, 2025 Q4 2024 |
58,652
shares
|
$5.15 Million
0.09% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
58,601
shares
|
$5.14 Million
1.27% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
58,558
shares
|
$5.14 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
58,492
shares
|
$5.13 Million
0.09% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
57,968
shares
|
$5.09 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
57,668
shares
|
$5.06 Million
0.17% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
57,525
shares
|
$5.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
57,208
shares
|
$5.02 Million
0.26% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
56,899
shares
|
$4.99 Million
0.02% of portfolio
|
Q4 2024
Added 39.57%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
56,845
shares
|
$4.99 Million
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
56,344
shares
|
$4.95 Million
0.29% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
55,991
shares
|
$4.91 Million
2.16% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
55,425
shares
|
$4.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
54,812
shares
|
$4.81 Million
3.21% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
54,616
shares
|
$4.79 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
54,496
shares
|
$4.78 Million
1.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
54,320
shares
|
$4.77 Million
0.4% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
54,123
shares
|
$4.75 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
53,734
shares
|
$4.72 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
53,500
shares
|
$4.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 33.13%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
53,204
shares
|
$4.67 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
52,901
shares
|
$4.64 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
52,778
shares
|
$4.63 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.77%
|