Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,479 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
228,000
shares
|
$21.4 Million
0.17% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
227,902
shares
|
$21.4 Million
0.31% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
227,531
shares
|
$21.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
226,234
shares
|
$21.3 Million
0.23% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
226,162
shares
|
$21.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
226,135
shares
|
$21.2 Million
0.93% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
225,772
shares
|
$21.2 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
225,667
shares
|
$21.2 Million
0.91% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
225,165
shares
|
$21.2 Million
2.19% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
222,755
shares
|
$20.9 Million
0.16% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
219,704
shares
|
$20.6 Million
2.18% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
216,793
shares
|
$20.4 Million
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
216,777
shares
|
$20.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
215,850
shares
|
$20.3 Million
0.74% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
213,898
shares
|
$20.1 Million
0.04% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
213,251
shares
|
$20 Million
0.01% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
208,388
shares
|
$19.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
208,137
shares
|
$19.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
205,242
shares
|
$19.3 Million
0.02% of portfolio
|
Q3 2022
Added 26.19%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
204,839
shares
|
$19.2 Million
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
204,567
shares
|
$19.2 Million
0.39% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
203,309
shares
|
$19.1 Million
0.32% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
201,876
shares
|
$19 Million
0.08% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
191,971
shares
|
$18 Million
1.02% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
191,572
shares
|
$18 Million
0.81% of portfolio
|
Q2 2025
Added 3.58%
|