Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
321,553
shares
|
$28.2 Million
0.19% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
319,826
shares
|
$28.1 Million
2.44% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
313,195
shares
|
$27.5 Million
0.27% of portfolio
|
Q1 2025
Added 2870.36%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
309,304
shares
|
$27.2 Million
0.29% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
298,324
shares
|
$26.2 Million
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
297,223
shares
|
$26.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
295,954
shares
|
$26 Million
0.07% of portfolio
|
Q4 2024
Added 788.43%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
294,827
shares
|
$25.9 Million
0.5% of portfolio
|
Q1 2025
Added 143.46%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
292,943
shares
|
$25.7 Million
0.12% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
289,999
shares
|
$25.5 Million
0.13% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
282,375
shares
|
$24.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
278,719
shares
|
$24.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
272,300
shares
|
$23.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
270,787
shares
|
$23.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
270,267
shares
|
$23.7 Million
0.23% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
267,878
shares
|
$23.5 Million
0.03% of portfolio
|
Q4 2024
Added 57.34%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
267,799
shares
|
$23.5 Million
0.08% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
265,062
shares
|
$23.3 Million
0.35% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
263,765
shares
|
$23.2 Million
0.09% of portfolio
|
Q1 2025
Added 594.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
262,999
shares
|
$23.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
261,700
shares
|
$23 Million
0.19% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
260,903
shares
|
$22.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 98.79%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
256,160
shares
|
$22.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
254,815
shares
|
$22.4 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
254,586
shares
|
$22.3 Million
1.33% of portfolio
|
Q1 2025
Added 0.59%
|