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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,209
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,146
shares
|
$1.63 Million
0.09% of portfolio
|
Q2 2022
Added 21.49%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
18,124
shares
|
$1.63 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
18,120
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
18,077
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,065
shares
|
$1.62 Million
0.68% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
18,056
shares
|
$1.62 Million
0.7% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,048
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
18,016
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Added 76.85%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
17,954
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
17,943
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
17,924
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
17,915
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
17,841
shares
|
$1.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
17,729
shares
|
$1.59 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
17,686
shares
|
$1.59 Million
0.41% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
17,464
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.87%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
17,434
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
17,396
shares
|
$1.56 Million
0.55% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
17,385
shares
|
$1.56 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
17,380
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2024
Added 31.59%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,357
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 150.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
17,341
shares
|
$1.56 Million
0.19% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,334
shares
|
$1.56 Million
0.49% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
17,292
shares
|
$1.55 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.03%
|