Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,439 institutions that hold shares in the stock, with a total of 711 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$105,336
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
1,200
shares
|
$105,336
0.01% of portfolio
|
Q4 2023
Reduced 7.69%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
1,197
shares
|
$105,072
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,191
shares
|
$104,545
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,175
shares
|
$103,141
0.02% of portfolio
|
Q4 2024
Added 549.17%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,163
shares
|
$102,088
0.09% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,154
shares
|
$101,298
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,152
shares
|
$101,122
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,141
shares
|
$100,156
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,140
shares
|
$100,069
0.04% of portfolio
|
Q1 2025
Reduced 68.4%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,140
shares
|
$100,069
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,132
shares
|
$99,366
0.11% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,128
shares
|
$99,015
0.02% of portfolio
|
Q1 2025
Added 159.91%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,097
shares
|
$96,294
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,074
shares
|
$94,275
0.02% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,069
shares
|
$93,836
0.05% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,068
shares
|
$93,749
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,056
shares
|
$92,695
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,020
shares
|
$89,535
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,006
shares
|
$88,306
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,004
shares
|
$88,131
0.01% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$87,780
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$87,780
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$87,780
0.0% of portfolio
|
Q4 2024
Added 90.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
980
shares
|
$86,024
0.04% of portfolio
|
Q4 2024
New holding
|