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 |
|---|---|---|---|---|---|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
38,290
shares
|
$3.28 Million
0.75% of portfolio
|
Q1 2023
Reduced 14.45%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
38,263
shares
|
$3.27 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
38,184
shares
|
$3.27 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
38,000
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
37,735
shares
|
$3.23 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
37,608
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
37,400
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
37,338
shares
|
$3.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
37,292
shares
|
$3.19 Million
0.1% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
37,212
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
37,193
shares
|
$3.18 Million
0.5% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
36,920
shares
|
$3.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
36,693
shares
|
$3.14 Million
0.66% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
36,549
shares
|
$3.13 Million
0.31% of portfolio
|
Q4 2024
Added 388.69%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
36,404
shares
|
$3.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
36,371
shares
|
$3.11 Million
0.63% of portfolio
|
Q1 2024
Added 30.35%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
36,338
shares
|
$3.11 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
36,104
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 1496.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
35,968
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
35,656
shares
|
$3.05 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
35,546
shares
|
$3.04 Million
0.35% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
35,393
shares
|
$3.03 Million
0.82% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,364
shares
|
$3.03 Million
1.36% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
34,801
shares
|
$2.98 Million
0.19% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
34,790
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2024
Added 0.39%
|