Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,463 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 $64.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
11,052
shares
|
$988,932
0.04% of portfolio
|
Q1 2025
Added 81.45%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
11,046
shares
|
$988,396
0.19% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
11,031
shares
|
$987,053
0.06% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
11,002
shares
|
$984,458
0.19% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
10,999
shares
|
$984,190
0.85% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
10,964
shares
|
$981,058
0.09% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
10,875
shares
|
$973,095
0.05% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
10,861
shares
|
$971,842
0.26% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,849
shares
|
$970,768
0.06% of portfolio
|
Q3 2023
Reduced 22.85%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
10,843
shares
|
$970,231
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
10,794
shares
|
$965,847
0.02% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
10,794
shares
|
$965,847
0.4% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,765
shares
|
$963,252
0.01% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,754
shares
|
$962,267
0.7% of portfolio
|
Q1 2023
Added 33.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
10,733
shares
|
$960,388
0.05% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
10,707
shares
|
$958,062
0.42% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
10,703
shares
|
$957,704
0.15% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
10,692
shares
|
$956,720
0.12% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
10,576
shares
|
$946,340
0.03% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
10,547
shares
|
$943,745
0.05% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
10,505
shares
|
$939,987
0.35% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
10,495
shares
|
$939,092
0.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
10,471
shares
|
$936,945
0.33% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,451
shares
|
$935,155
0.18% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,406
shares
|
$931,128
0.01% of portfolio
|
Q1 2025
Added 151.11%
|