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 |
|---|---|---|---|---|---|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
14,374
shares
|
$1.32 Million
0.99% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,354
shares
|
$1.32 Million
0.59% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
14,294
shares
|
$1.31 Million
0.23% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
14,210
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
14,201
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
14,170
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
14,160
shares
|
$1.3 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
14,143
shares
|
$1.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
14,075
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,020
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,009
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
14,007
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
13,991
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
13,991
shares
|
$1.29 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
13,938
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
13,935
shares
|
$1.28 Million
0.4% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,907
shares
|
$1.28 Million
0.4% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
13,903
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Added 30.35%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
13,894
shares
|
$1.28 Million
0.71% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
13,886
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
13,827
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
13,820
shares
|
$1.27 Million
0.77% of portfolio
|
Q3 2023
Reduced 12.64%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
13,784
shares
|
$1.27 Million
1.03% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
13,754
shares
|
$1.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,722
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Added 0.37%
|