Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,346 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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
19,255
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
19,144
shares
|
$1.76 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
19,133
shares
|
$1.76 Million
1.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
19,076
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
19,000
shares
|
$1.75 Million
0.27% of portfolio
|
Q3 2017
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
19,000
shares
|
$1.75 Million
0.83% of portfolio
|
Q4 2024
Added 138.99%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
18,965
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,952
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
18,923
shares
|
$1.74 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
18,864
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
18,753
shares
|
$1.72 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
18,627
shares
|
$1.71 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
18,517
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 30.94%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
18,494
shares
|
$1.7 Million
1.19% of portfolio
|
Q2 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
18,461
shares
|
$1.7 Million
0.58% of portfolio
|
Q4 2024
Added 641.41%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
18,451
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
18,431
shares
|
$1.69 Million
0.75% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
18,429
shares
|
$1.69 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
18,417
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 125.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
18,408
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
18,380
shares
|
$1.69 Million
0.65% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
18,379
shares
|
$1.69 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
18,341
shares
|
$1.69 Million
0.66% of portfolio
|
Q4 2024
Reduced 50.01%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
18,329
shares
|
$1.69 Million
0.44% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
18,268
shares
|
$1.68 Million
0.22% of portfolio
|
Q4 2024
Added 11.88%
|