Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,336 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
1,648,438
shares
|
$148 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
1,538,512
shares
|
$138 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,504,693
shares
|
$135 Million
0.17% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,492,171
shares
|
$134 Million
0.08% of portfolio
|
Q4 2024
Added 50.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,401,664
shares
|
$126 Million
0.39% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,368,788
shares
|
$123 Million
0.18% of portfolio
|
Q4 2024
Added 562.85%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,367,500
shares
|
$123 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,365,574
shares
|
$122 Million
1.37% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
1,346,189
shares
|
$121 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
1,309,713
shares
|
$117 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,284,501
shares
|
$115 Million
1.0% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,220,503
shares
|
$109 Million
0.14% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
1,186,701
shares
|
$106 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,156,505
shares
|
$104 Million
0.4% of portfolio
|
Q4 2022
Added 2.59%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
1,141,302
shares
|
$102 Million
0.1% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,116,096
shares
|
$100 Million
0.17% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
1,107,002
shares
|
$99.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,093,204
shares
|
$98 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,066,197
shares
|
$95.5 Million
1.8% of portfolio
|
Q4 2024
Added 214.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,058,825
shares
|
$94.9 Million
0.13% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,029,318
shares
|
$92.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,028,945
shares
|
$92.2 Million
0.61% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
998,275
shares
|
$89.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
987,659
shares
|
$88.5 Million
0.09% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
933,252
shares
|
$83.6 Million
0.07% of portfolio
|
Q1 2024
Added 0.4%
|