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 |
|---|---|---|---|---|---|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
32,001
shares
|
$2.92 Million
1.6% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
31,969
shares
|
$2.91 Million
0.11% of portfolio
|
Q4 2024
Added 16464.25%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
31,966
shares
|
$2.91 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
31,727
shares
|
$2.89 Million
0.7% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
31,673
shares
|
$2.89 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
31,633
shares
|
$2.88 Million
0.18% of portfolio
|
Q4 2024
Reduced 34.93%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
31,582
shares
|
$2.88 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
31,570
shares
|
$2.88 Million
0.49% of portfolio
|
Q3 2023
Reduced 12.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
31,321
shares
|
$2.85 Million
0.12% of portfolio
|
Q4 2024
Added 232.35%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
31,226
shares
|
$2.85 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
31,225
shares
|
$2.85 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
31,178
shares
|
$2.84 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
30,970
shares
|
$2.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
30,951
shares
|
$2.82 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
30,840
shares
|
$2.81 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,778
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
30,772
shares
|
$2.8 Million
0.44% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
30,638
shares
|
$2.79 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
30,602
shares
|
$2.79 Million
0.1% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
30,543
shares
|
$2.78 Million
0.16% of portfolio
|
Q4 2024
Added 559.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
30,541
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Added 27.04%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
30,480
shares
|
$2.78 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
30,446
shares
|
$2.77 Million
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
30,295
shares
|
$2.76 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
30,270
shares
|
$2.76 Million
0.24% of portfolio
|
Q4 2024
Added 1.04%
|