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 |
|---|---|---|---|---|---|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
1,523
shares
|
$130,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$128,370
0.04% of portfolio
|
Q2 2023
Reduced 5.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,486
shares
|
$127,171
0.05% of portfolio
|
Q3 2024
Added 107.54%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,468
shares
|
$125,631
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,466
shares
|
$125,460
0.02% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,462
shares
|
$125,117
0.01% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
1,451
shares
|
$124,176
0.1% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,450
shares
|
$124,091
0.07% of portfolio
|
Q1 2023
Reduced 85.24%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,434
shares
|
$122,721
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,357
shares
|
$116,132
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,356
shares
|
$116,046
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,347
shares
|
$115,276
0.01% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
1,330
shares
|
$113,821
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
1,329
shares
|
$113,735
0.03% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,316
shares
|
$112,623
0.05% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,293
shares
|
$110,654
0.02% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,275
shares
|
$109,114
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,273
shares
|
$108,943
0.04% of portfolio
|
Q1 2024
Added 47.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,263
shares
|
$108,087
0.01% of portfolio
|
Q4 2024
Added 206.55%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,262
shares
|
$108,001
0.02% of portfolio
|
Q4 2024
Added 35.26%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,223
shares
|
$104,664
0.02% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,216
shares
|
$104,065
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$102,696
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
1,200
shares
|
$102,696
0.01% of portfolio
|
Q4 2023
Reduced 7.69%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
1,197
shares
|
$102,439
0.02% of portfolio
|
Q4 2024
Added 1.27%
|