Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,462 institutions that hold shares in the stock, with a total of 719 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
9,624
shares
|
$853,745
0.4% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
9,607
shares
|
$852,236
0.24% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
9,595
shares
|
$851,172
0.09% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,544
shares
|
$846,648
0.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
9,540
shares
|
$846,293
0.05% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
9,528
shares
|
$845,228
0.05% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
9,522
shares
|
$844,696
0.07% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9,501
shares
|
$842,833
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,496
shares
|
$842,390
0.16% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
9,483
shares
|
$841,236
0.57% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
9,466
shares
|
$839,728
0.45% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
9,450
shares
|
$838,309
0.92% of portfolio
|
Q1 2025
Added 73.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,448
shares
|
$838,132
0.09% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
9,432
shares
|
$836,712
0.11% of portfolio
|
Q1 2025
Added 240.38%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
9,412
shares
|
$834,938
0.11% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
9,405
shares
|
$834,317
0.15% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
9,402
shares
|
$834,051
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
9,323
shares
|
$827,043
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
9,316
shares
|
$826,422
0.68% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,306
shares
|
$825,535
0.09% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
9,291
shares
|
$824,204
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,284
shares
|
$823,583
0.06% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
9,274
shares
|
$822,696
0.18% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,272
shares
|
$822,519
0.07% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
9,272
shares
|
$822,519
0.05% of portfolio
|
Q1 2025
Added 73.21%
|