Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,308 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 $61.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
3,869
shares
|
$331,109
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,864
shares
|
$330,681
0.01% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
3,864
shares
|
$330,681
0.18% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
3,861
shares
|
$330,424
0.1% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
3,859
shares
|
$330,253
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
3,855
shares
|
$329,910
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,843
shares
|
$328,883
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,840
shares
|
$328,627
0.07% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,839
shares
|
$328,541
0.02% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,834
shares
|
$328,113
0.03% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,821
shares
|
$327,001
0.11% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,808
shares
|
$325,888
0.14% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
3,802
shares
|
$325,375
0.09% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,801
shares
|
$325,289
0.08% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
3,800
shares
|
$325,204
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
3,796
shares
|
$324,861
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
3,795
shares
|
$324,776
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,791
shares
|
$324,433
0.02% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
3,760
shares
|
$321,780
0.01% of portfolio
|
Q4 2024
Reduced 21.42%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
3,759
shares
|
$321,695
0.12% of portfolio
|
Q4 2024
Reduced 24.21%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
3,750
shares
|
$320,925
0.15% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,745
shares
|
$320,497
0.06% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
3,733
shares
|
$319,470
0.01% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,727
shares
|
$318,956
0.1% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,725
shares
|
$318,785
0.24% of portfolio
|
Q4 2024
Added 60.22%
|