Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,215 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,386
shares
|
$214,119
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
2,383
shares
|
$213,850
0.09% of portfolio
|
Q3 2024
Reduced 28.11%
|
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
2,377
shares
|
$213,311
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,373
shares
|
$212,953
0.04% of portfolio
|
Q4 2022
Added 6.89%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
2,370
shares
|
$212,683
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
2,366
shares
|
$212,324
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
2,358
shares
|
$211,606
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
2,358
shares
|
$211,606
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,355
shares
|
$211,337
0.0% of portfolio
|
Q3 2024
Reduced 79.39%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
2,355
shares
|
$211,337
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,346
shares
|
$210,530
0.11% of portfolio
|
Q2 2024
Reduced 80.87%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
2,333
shares
|
$209,363
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
2,325
shares
|
$208,645
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,325
shares
|
$208,645
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
2,320
shares
|
$208,196
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$208,196
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
2,319
shares
|
$208,107
0.07% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,309
shares
|
$207,209
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
2,305
shares
|
$206,850
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
2,303
shares
|
$206,671
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
2,300
shares
|
$206,402
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,300
shares
|
$206,402
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
2,300
shares
|
$206,402
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,298
shares
|
$206,222
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,293
shares
|
$205,773
0.15% of portfolio
|
Q3 2024
New holding
|