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 |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
6,991
shares
|
$620,171
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
6,984
shares
|
$619,550
0.01% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
6,964
shares
|
$617,776
0.05% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
6,964
shares
|
$617,776
0.14% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
6,961
shares
|
$617,510
0.22% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,953
shares
|
$616,800
0.0% of portfolio
|
Q3 2022
Added 7.43%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
6,890
shares
|
$611,211
0.11% of portfolio
|
Q1 2019
Reduced 25.94%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
6,884
shares
|
$610,679
0.15% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
6,884
shares
|
$610,679
0.01% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,881
shares
|
$610,413
0.02% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
6,878
shares
|
$610,147
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
6,866
shares
|
$609,082
0.05% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
6,858
shares
|
$608,373
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
6,856
shares
|
$608,195
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,851
shares
|
$607,752
0.04% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
6,809
shares
|
$604,026
0.46% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
6,796
shares
|
$602,873
0.31% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,794
shares
|
$602,695
0.16% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
6,771
shares
|
$600,655
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
6,768
shares
|
$600,389
0.37% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,768
shares
|
$600,389
0.03% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
6,759
shares
|
$599,590
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
6,750
shares
|
$598,792
0.26% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
6,728
shares
|
$596,840
0.05% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
6,715
shares
|
$595,687
0.1% of portfolio
|
Q1 2025
New holding
|