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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,180
shares
|
$272,144
0.11% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
3,171
shares
|
$271,374
0.0% of portfolio
|
Q4 2024
Reduced 82.34%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
3,171
shares
|
$271,374
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,164
shares
|
$270,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
3,162
shares
|
$270,603
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,160
shares
|
$270,432
0.05% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
3,158
shares
|
$270,261
0.03% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
3,150
shares
|
$269,577
0.04% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
3,150
shares
|
$269,577
0.06% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,150
shares
|
$269,577
0.13% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,148
shares
|
$269,405
0.2% of portfolio
|
Q4 2023
Added 13.69%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,147
shares
|
$269,320
0.03% of portfolio
|
Q4 2024
Reduced 49.73%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
3,141
shares
|
$268,806
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,139
shares
|
$268,635
0.19% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,133
shares
|
$268,122
0.18% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
3,131
shares
|
$267,950
0.13% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
3,129
shares
|
$267,779
0.12% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,128
shares
|
$267,694
0.04% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
3,123
shares
|
$267,266
0.16% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
3,119
shares
|
$266,924
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
3,115
shares
|
$266,581
0.11% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,107
shares
|
$265,897
0.05% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
3,107
shares
|
$265,897
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,100
shares
|
$265,298
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,088
shares
|
$264,271
0.01% of portfolio
|
Q4 2024
Reduced 41.14%
|