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 |
|---|---|---|---|---|---|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
78,610
shares
|
$7.02 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
78,310
shares
|
$7 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
78,139
shares
|
$6.98 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Feb 11, 2025 Q4 2024 |
78,028
shares
|
$6.97 Million
0.02% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
77,493
shares
|
$6.92 Million
0.52% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
77,003
shares
|
$6.88 Million
2.29% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
76,814
shares
|
$6.86 Million
0.41% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
76,321
shares
|
$6.82 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
75,460
shares
|
$6.74 Million
0.0% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
75,446
shares
|
$6.74 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
75,139
shares
|
$6.71 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
74,484
shares
|
$6.66 Million
0.27% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
74,386
shares
|
$6.65 Million
2.18% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
74,315
shares
|
$6.64 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
73,999
shares
|
$6.61 Million
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
73,869
shares
|
$6.6 Million
0.58% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
73,724
shares
|
$6.59 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
73,373
shares
|
$6.56 Million
2.48% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
72,895
shares
|
$6.51 Million
0.14% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
72,752
shares
|
$6.5 Million
0.04% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
72,621
shares
|
$6.49 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
72,543
shares
|
$6.48 Million
0.75% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
72,452
shares
|
$6.47 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
72,397
shares
|
$6.47 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
70,807
shares
|
$6.33 Million
0.05% of portfolio
|
Q4 2024
Added 0.26%
|