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 $64.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
557
shares
|
$49,773
0.05% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
553
shares
|
$49,416
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
552
shares
|
$49,326
0.0% of portfolio
|
Q3 2022
Reduced 49.22%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
550
shares
|
$49,148
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
545
shares
|
$48,701
0.01% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
537
shares
|
$47,986
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
537
shares
|
$47,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
534
shares
|
$47,718
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
527
shares
|
$47,092
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
508
shares
|
$45,394
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
502
shares
|
$44,858
0.0% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
501
shares
|
$44,769
0.01% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
500
shares
|
$44,680
0.0% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
500
shares
|
$44,680
0.02% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Feb 03, 2025 Q4 2024 |
500
shares
|
$44,680
0.01% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
498
shares
|
$44,501
0.0% of portfolio
|
Q1 2024
Reduced 72.09%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
497
shares
|
$44,411
0.0% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
477
shares
|
$42,624
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
474
shares
|
$42,356
0.03% of portfolio
|
Q3 2023
Reduced 5.95%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
470
shares
|
$41,999
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
466
shares
|
$41,641
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
450
shares
|
$40,212
0.03% of portfolio
|
Q3 2023
Reduced 64.0%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
450
shares
|
$40,212
0.02% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
449
shares
|
$40,122
0.02% of portfolio
|
Q4 2023
Added 42.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
448
shares
|
$40,033
0.03% of portfolio
|
Q4 2024
New holding
|