Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,351 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 $66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,352
shares
|
$2.24 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
24,326
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 88.27%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
24,226
shares
|
$2.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
24,186
shares
|
$2.22 Million
0.21% of portfolio
|
Q4 2024
Added 183.77%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
23,980
shares
|
$2.2 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
23,914
shares
|
$2.2 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
23,896
shares
|
$2.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,883
shares
|
$2.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
23,725
shares
|
$2.18 Million
0.25% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
23,688
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
23,509
shares
|
$2.16 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
23,367
shares
|
$2.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23,201
shares
|
$2.13 Million
0.36% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
23,097
shares
|
$2.12 Million
0.24% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
23,088
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
22,957
shares
|
$2.11 Million
0.74% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
22,873
shares
|
$2.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
22,558
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,551
shares
|
$2.07 Million
0.19% of portfolio
|
Q4 2024
Added 30.04%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,480
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 63.19%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
22,375
shares
|
$2.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
22,354
shares
|
$2.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,319
shares
|
$2.05 Million
0.22% of portfolio
|
Q3 2022
Reduced 8.88%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
22,310
shares
|
$2.05 Million
0.25% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,191
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
New holding
|