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 $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
46,501
shares
|
$4.08 Million
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
46,479
shares
|
$4.08 Million
0.36% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
46,118
shares
|
$4.05 Million
0.37% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
45,845
shares
|
$4.02 Million
0.16% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
45,817
shares
|
$4.02 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
45,740
shares
|
$4.01 Million
0.99% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
45,661
shares
|
$4.01 Million
0.03% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
45,394
shares
|
$3.98 Million
0.39% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Neo Ivy Capital Management
New York, NY |
Feb 18, 2025 Q4 2024 |
45,360
shares
|
$3.98 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
45,325
shares
|
$3.98 Million
2.71% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
45,300
shares
|
$3.97 Million
0.14% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
44,897
shares
|
$3.94 Million
0.47% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
44,425
shares
|
$3.9 Million
1.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
44,155
shares
|
$3.87 Million
0.47% of portfolio
|
Q4 2024
Added 69.86%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Feb 14, 2025 Q4 2024 |
44,136
shares
|
$3.87 Million
2.17% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,026
shares
|
$3.86 Million
0.37% of portfolio
|
Q2 2022
Reduced 6.64%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
43,918
shares
|
$3.85 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
43,911
shares
|
$3.85 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
43,904
shares
|
$3.85 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
43,501
shares
|
$3.82 Million
0.09% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,252
shares
|
$3.79 Million
0.09% of portfolio
|
Q3 2022
Reduced 4.25%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
42,857
shares
|
$3.76 Million
0.08% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
42,301
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
42,188
shares
|
$3.7 Million
0.26% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
42,178
shares
|
$3.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.97%
|