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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
43,952
shares
|
$3.94 Million
1.62% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
43,921
shares
|
$3.94 Million
0.06% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
43,904
shares
|
$3.94 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,462
shares
|
$3.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,252
shares
|
$3.88 Million
0.09% of portfolio
|
Q3 2022
Reduced 4.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
42,544
shares
|
$3.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
42,359
shares
|
$3.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
42,053
shares
|
$3.77 Million
1.07% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
42,005
shares
|
$3.77 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Reaves W H & CO Inc
|
Nov 05, 2024 Q3 2024 |
41,771
shares
|
$3.75 Million
0.1% of portfolio
|
Q3 2024
Reduced 93.0%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
41,723
shares
|
$3.74 Million
0.08% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
41,711
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
41,691
shares
|
$3.74 Million
0.24% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
41,582
shares
|
$3.73 Million
0.21% of portfolio
|
Q2 2022
Added 6.0%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
41,312
shares
|
$3.71 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
41,259
shares
|
$3.7 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
41,020
shares
|
$3.68 Million
1.36% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
40,953
shares
|
$3.68 Million
0.76% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
40,786
shares
|
$3.66 Million
0.03% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
40,767
shares
|
$3.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
40,703
shares
|
$3.65 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
40,664
shares
|
$3.65 Million
1.17% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
40,622
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
40,423
shares
|
$3.63 Million
0.2% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
39,912
shares
|
$3.58 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.97%
|