Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,212 institutions that hold shares in the stock, with a total of 704 Million shares, which have been reported (via 13F filing form) to have a value of $61.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
2,660
shares
|
$233,015
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Chickasaw Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
2,652
shares
|
$232,315
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
2,650
shares
|
$232,139
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,640
shares
|
$231,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,633
shares
|
$230,650
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
2,623
shares
|
$229,774
0.05% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,622
shares
|
$229,687
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
2,612
shares
|
$228,811
0.12% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
2,610
shares
|
$228,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
2,610
shares
|
$228,635
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,600
shares
|
$227,759
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
2,600
shares
|
$227,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
2,600
shares
|
$227,759
0.05% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,589
shares
|
$226,796
0.08% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,583
shares
|
$226,270
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,577
shares
|
$225,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,575
shares
|
$225,569
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,572
shares
|
$225,307
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
2,570
shares
|
$225,131
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
2,569
shares
|
$225,044
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,566
shares
|
$224,781
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$224,256
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
2,560
shares
|
$224,256
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,552
shares
|
$223,555
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
2,550
shares
|
$223,380
0.01% of portfolio
|
Q3 2024
New holding
|