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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
9,266
shares
|
$821,986
0.08% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
9,208
shares
|
$816,841
0.33% of portfolio
|
Q1 2025
Reduced 38.06%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
9,192
shares
|
$815,422
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
9,171
shares
|
$813,559
0.6% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,166
shares
|
$813,115
0.3% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
9,165
shares
|
$813,027
0.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,155
shares
|
$812,140
0.13% of portfolio
|
Q1 2025
Reduced 52.9%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
9,150
shares
|
$811,696
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
9,139
shares
|
$810,720
0.06% of portfolio
|
Q1 2025
Added 148.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
9,139
shares
|
$810,720
0.03% of portfolio
|
Q1 2025
Reduced 52.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
9,131
shares
|
$810,011
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,120
shares
|
$809,035
0.78% of portfolio
|
Q1 2025
Added 108.7%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
9,055
shares
|
$803,269
0.28% of portfolio
|
Q1 2018
Reduced 15.41%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
9,030
shares
|
$801,051
0.29% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,993
shares
|
$797,769
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,983
shares
|
$796,881
0.0% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
8,955
shares
|
$794,398
0.15% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
8,950
shares
|
$793,954
0.67% of portfolio
|
Q1 2024
Reduced 26.34%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
8,946
shares
|
$793,599
0.41% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,944
shares
|
$793,422
0.04% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
8,909
shares
|
$790,317
0.23% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
8,896
shares
|
$789,164
0.41% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
8,891
shares
|
$788,720
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,837
shares
|
$783,930
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
8,813
shares
|
$781,801
0.37% of portfolio
|
Q1 2025
Reduced 0.4%
|