Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,308 institutions that hold shares in the stock, with a total of 717 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
41,761
shares
|
$3.57 Million
0.03% of portfolio
|
Q4 2024
Reduced 73.0%
|
|
|
Reaves W H & CO Inc
|
Feb 06, 2025 Q4 2024 |
41,745
shares
|
$3.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
41,731
shares
|
$3.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
41,582
shares
|
$3.56 Million
0.21% of portfolio
|
Q2 2022
Added 6.0%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
41,401
shares
|
$3.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.42%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
41,330
shares
|
$3.54 Million
0.39% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
41,217
shares
|
$3.53 Million
0.57% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
41,073
shares
|
$3.52 Million
0.72% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
41,062
shares
|
$3.51 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
40,897
shares
|
$3.5 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
40,678
shares
|
$3.48 Million
1.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
40,161
shares
|
$3.44 Million
0.55% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
39,911
shares
|
$3.42 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
39,785
shares
|
$3.4 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
39,577
shares
|
$3.39 Million
0.63% of portfolio
|
Q4 2020
Reduced 82.17%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
39,448
shares
|
$3.38 Million
1.34% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
39,372
shares
|
$3.37 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
39,156
shares
|
$3.35 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
39,072
shares
|
$3.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,793
shares
|
$3.32 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
38,758
shares
|
$3.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
38,700
shares
|
$3.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
38,619
shares
|
$3.31 Million
0.12% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
38,365
shares
|
$3.28 Million
1.48% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
38,350
shares
|
$3.28 Million
0.9% of portfolio
|
Q4 2024
Added 33.18%
|