Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,335 institutions that hold shares in the stock, with a total of 715 Million shares, which have been reported (via 13F filing form) to have a value of $65.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
50,224
shares
|
$4.58 Million
0.56% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
50,185
shares
|
$4.57 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
49,436
shares
|
$4.51 Million
1.59% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
49,401
shares
|
$4.5 Million
0.08% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
49,360
shares
|
$4.5 Million
0.6% of portfolio
|
Q4 2022
Added 2.62%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
49,253
shares
|
$4.49 Million
0.15% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
49,187
shares
|
$4.48 Million
0.68% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
49,178
shares
|
$4.48 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
49,156
shares
|
$4.48 Million
0.65% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
48,973
shares
|
$4.46 Million
0.81% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
48,947
shares
|
$4.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
48,894
shares
|
$4.46 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
48,775
shares
|
$4.44 Million
1.49% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
48,760
shares
|
$4.44 Million
0.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
48,383
shares
|
$4.41 Million
0.76% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
48,376
shares
|
$4.41 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,157
shares
|
$4.39 Million
0.13% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Nepsis Inc.
|
Jan 21, 2025 Q4 2024 |
48,089
shares
|
$4.38 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
47,956
shares
|
$4.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
47,761
shares
|
$4.35 Million
0.94% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
47,517
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,145
shares
|
$4.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
46,940
shares
|
$4.28 Million
0.27% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
46,710
shares
|
$4.26 Million
0.2% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
46,622
shares
|
$4.25 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.58%
|