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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
98,380
shares
|
$8.79 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
98,029
shares
|
$8.76 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
97,989
shares
|
$8.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,452
shares
|
$8.71 Million
0.04% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
97,191
shares
|
$8.68 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
96,766
shares
|
$8.65 Million
0.51% of portfolio
|
Q4 2024
Added 50.71%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
96,698
shares
|
$8.64 Million
3.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
96,545
shares
|
$8.63 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
96,068
shares
|
$8.58 Million
0.6% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
95,797
shares
|
$8.56 Million
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
95,699
shares
|
$8.55 Million
0.63% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
94,995
shares
|
$8.49 Million
0.1% of portfolio
|
Q4 2024
Added 67.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
94,493
shares
|
$8.44 Million
0.08% of portfolio
|
Q4 2024
Added 25.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
94,033
shares
|
$8.4 Million
0.63% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
93,910
shares
|
$8.39 Million
0.15% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
93,157
shares
|
$8.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
93,007
shares
|
$8.31 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
92,175
shares
|
$8.24 Million
0.01% of portfolio
|
Q4 2024
Added 61.51%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
90,260
shares
|
$8.07 Million
0.04% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
89,441
shares
|
$7.99 Million
0.85% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
89,388
shares
|
$7.99 Million
0.04% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
88,301
shares
|
$7.89 Million
4.02% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
87,224
shares
|
$7.79 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
87,155
shares
|
$7.79 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
86,809
shares
|
$7.76 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.29%
|