Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,336 institutions that hold shares in the stock, with a total of 718 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 |
|---|---|---|---|---|---|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,248
shares
|
$292,222
0.02% of portfolio
|
Q3 2022
Reduced 19.06%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,247
shares
|
$292,132
0.07% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
3,246
shares
|
$292,042
0.12% of portfolio
|
Q2 2024
Reduced 23.55%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
3,233
shares
|
$290,873
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,232
shares
|
$290,783
0.03% of portfolio
|
Q4 2024
Reduced 55.24%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
3,230
shares
|
$290,603
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
3,208
shares
|
$288,623
0.1% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,200
shares
|
$287,904
0.03% of portfolio
|
Q3 2023
Reduced 39.62%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
3,199
shares
|
$287,814
0.17% of portfolio
|
Q4 2024
Reduced 72.42%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
3,194
shares
|
$287,364
0.1% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,191
shares
|
$287,094
0.11% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,190
shares
|
$287,004
0.05% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
3,180
shares
|
$286,104
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,180
shares
|
$286,104
0.11% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
3,171
shares
|
$285,294
0.0% of portfolio
|
Q4 2024
Reduced 82.34%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
3,171
shares
|
$285,294
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,164
shares
|
$284,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
3,162
shares
|
$284,485
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,160
shares
|
$284,305
0.05% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
3,158
shares
|
$284,125
0.03% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
3,150
shares
|
$283,405
0.04% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
3,150
shares
|
$283,405
0.06% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,150
shares
|
$283,405
0.13% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,148
shares
|
$283,225
0.2% of portfolio
|
Q4 2023
Added 13.69%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,147
shares
|
$283,135
0.03% of portfolio
|
Q4 2024
Reduced 49.73%
|