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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,364
shares
|
$3.22 Million
1.36% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
34,801
shares
|
$3.17 Million
0.19% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
34,790
shares
|
$3.17 Million
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
34,632
shares
|
$3.16 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
34,600
shares
|
$3.15 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
34,371
shares
|
$3.13 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
34,362
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
33,544
shares
|
$3.06 Million
0.03% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
33,506
shares
|
$3.05 Million
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
33,435
shares
|
$3.05 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Jan 21, 2025 Q4 2024 |
33,000
shares
|
$3.01 Million
0.19% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
32,996
shares
|
$3.01 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,794
shares
|
$2.99 Million
1.59% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
32,783
shares
|
$2.99 Million
0.08% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
32,756
shares
|
$2.99 Million
1.17% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
32,694
shares
|
$2.98 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
32,614
shares
|
$2.97 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
32,508
shares
|
$2.96 Million
0.77% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
32,452
shares
|
$2.96 Million
0.08% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
32,400
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2023
Added 12.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
32,360
shares
|
$2.95 Million
0.09% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
32,335
shares
|
$2.95 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
32,202
shares
|
$2.93 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
32,200
shares
|
$2.93 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
32,042
shares
|
$2.92 Million
1.49% of portfolio
|
Q4 2024
Reduced 6.63%
|