Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,215 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
48,270
shares
|
$4.33 Million
0.67% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
48,232
shares
|
$4.33 Million
0.71% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,157
shares
|
$4.32 Million
0.13% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
47,975
shares
|
$4.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
47,761
shares
|
$4.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
47,634
shares
|
$4.27 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,145
shares
|
$4.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
46,940
shares
|
$4.21 Million
0.27% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
46,622
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
46,432
shares
|
$4.17 Million
0.4% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
46,208
shares
|
$4.15 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
46,138
shares
|
$4.14 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
46,075
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 78.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
45,735
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,394
shares
|
$4.07 Million
0.4% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
45,325
shares
|
$4.07 Million
2.71% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
45,250
shares
|
$4.06 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,247
shares
|
$4.06 Million
0.18% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
45,192
shares
|
$4.06 Million
0.05% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
45,017
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Oct 21, 2024 Q3 2024 |
45,000
shares
|
$4.04 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
44,897
shares
|
$4.03 Million
0.51% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
44,390
shares
|
$3.98 Million
1.37% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
44,269
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2024
Added 462.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,026
shares
|
$3.95 Million
0.37% of portfolio
|
Q2 2022
Reduced 6.64%
|