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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,074
shares
|
$96,627
0.02% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,068
shares
|
$96,087
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,056
shares
|
$95,008
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,036
shares
|
$93,208
0.02% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,033
shares
|
$92,939
0.04% of portfolio
|
Q3 2024
Added 36.28%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,031
shares
|
$92,759
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
1,020
shares
|
$91,769
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,006
shares
|
$90,509
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$89,970
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$89,970
0.0% of portfolio
|
Q4 2024
Added 90.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
980
shares
|
$88,170
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
967
shares
|
$87,000
0.03% of portfolio
|
Q4 2022
Reduced 38.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
950
shares
|
$85,471
0.04% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
935
shares
|
$84,121
0.01% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
913
shares
|
$82,142
0.02% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
895
shares
|
$80,523
0.03% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
888
shares
|
$79,893
0.06% of portfolio
|
Q4 2024
Added 32.14%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
877
shares
|
$78,903
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
876
shares
|
$78,813
0.01% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
870
shares
|
$78,273
0.05% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
824
shares
|
$74,135
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
815
shares
|
$73,325
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
800
shares
|
$71,976
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
789
shares
|
$70,986
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
781
shares
|
$70,266
0.02% of portfolio
|
Q4 2024
Reduced 5.45%
|