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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
28,074
shares
|
$2.56 Million
0.69% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
27,962
shares
|
$2.55 Million
0.21% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
27,737
shares
|
$2.53 Million
0.18% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
27,640
shares
|
$2.52 Million
0.86% of portfolio
|
Q4 2024
Reduced 28.82%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
27,492
shares
|
$2.51 Million
0.13% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
27,491
shares
|
$2.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
27,468
shares
|
$2.5 Million
0.14% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
27,390
shares
|
$2.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
27,340
shares
|
$2.49 Million
0.38% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
27,268
shares
|
$2.48 Million
0.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
27,260
shares
|
$2.48 Million
0.55% of portfolio
|
Q4 2024
Added 20.04%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
27,163
shares
|
$2.48 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
27,066
shares
|
$2.47 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
27,043
shares
|
$2.46 Million
0.07% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
26,943
shares
|
$2.46 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
26,576
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
26,576
shares
|
$2.42 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
26,548
shares
|
$2.42 Million
0.22% of portfolio
|
Q4 2024
Added 153.39%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
26,409
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
26,401
shares
|
$2.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
26,271
shares
|
$2.39 Million
0.87% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,207
shares
|
$2.39 Million
0.74% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
26,194
shares
|
$2.39 Million
0.34% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
26,051
shares
|
$2.37 Million
0.26% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
25,835
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.57%
|