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 |
|---|---|---|---|---|---|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
25,805
shares
|
$2.35 Million
0.56% of portfolio
|
Q2 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
25,679
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,495
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
25,362
shares
|
$2.31 Million
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,256
shares
|
$2.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
25,193
shares
|
$2.3 Million
0.28% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
25,013
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
25,007
shares
|
$2.28 Million
0.07% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
24,984
shares
|
$2.28 Million
1.67% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
24,951
shares
|
$2.27 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
24,912
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
24,898
shares
|
$2.27 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
24,800
shares
|
$2.26 Million
1.22% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
24,688
shares
|
$2.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
24,639
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
24,624
shares
|
$2.24 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,544
shares
|
$2.24 Million
0.05% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
24,510
shares
|
$2.23 Million
0.67% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
24,437
shares
|
$2.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,352
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
24,326
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 88.27%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
24,226
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
24,186
shares
|
$2.2 Million
0.21% of portfolio
|
Q4 2024
Added 183.77%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
23,980
shares
|
$2.19 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
23,914
shares
|
$2.18 Million
1.53% of portfolio
|
Q4 2024
New holding
|