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 |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
2,542
shares
|
$228,703
0.08% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,542
shares
|
$228,703
0.07% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
2,542
shares
|
$228,703
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
2,540
shares
|
$228,523
0.06% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,513
shares
|
$226,094
0.03% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,510
shares
|
$225,824
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
2,508
shares
|
$225,644
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
2,505
shares
|
$225,374
0.01% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,503
shares
|
$225,194
0.01% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
2,501
shares
|
$225,014
0.1% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
2,501
shares
|
$225,014
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
2,500
shares
|
$224,925
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,500
shares
|
$224,925
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$224,925
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,499
shares
|
$224,835
0.01% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
2,487
shares
|
$223,755
0.14% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,486
shares
|
$223,665
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
2,483
shares
|
$223,395
0.03% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
2,480
shares
|
$223,125
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
2,480
shares
|
$223,125
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,474
shares
|
$222,585
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,472
shares
|
$222,405
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
2,466
shares
|
$221,866
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,465
shares
|
$221,776
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
2,464
shares
|
$221,686
0.07% of portfolio
|
Q3 2024
Reduced 9.71%
|