Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
251,191
shares
|
$22 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
250,083
shares
|
$22 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
235,600
shares
|
$20.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
235,450
shares
|
$20.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
233,620
shares
|
$20.5 Million
0.06% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
231,682
shares
|
$20.3 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
231,291
shares
|
$20.3 Million
0.53% of portfolio
|
Q4 2023
Added 1.77%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
231,124
shares
|
$20.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
230,564
shares
|
$20.2 Million
0.16% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
229,905
shares
|
$20.2 Million
0.12% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
228,602
shares
|
$20.1 Million
0.04% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
226,776
shares
|
$19.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 68.23%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
226,358
shares
|
$19.9 Million
0.07% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
223,050
shares
|
$19.6 Million
2.37% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
222,077
shares
|
$19.5 Million
1.06% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
220,000
shares
|
$19.3 Million
0.36% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
219,362
shares
|
$19.3 Million
0.28% of portfolio
|
Q4 2024
Added 31.46%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
218,748
shares
|
$19.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
216,767
shares
|
$19 Million
0.17% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
216,141
shares
|
$19 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
214,312
shares
|
$18.8 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
212,366
shares
|
$18.6 Million
0.59% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
209,608
shares
|
$18.4 Million
0.11% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
209,009
shares
|
$18.3 Million
0.13% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
208,519
shares
|
$18.3 Million
0.17% of portfolio
|
Q4 2024
Added 371.03%
|