Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,339 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 $65.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
22,079
shares
|
$2.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
22,072
shares
|
$2.03 Million
0.69% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
21,935
shares
|
$2.02 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,837
shares
|
$2.01 Million
0.15% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
21,800
shares
|
$2 Million
0.06% of portfolio
|
Q3 2021
Added 142.22%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,790
shares
|
$2 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
21,743
shares
|
$2 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
21,522
shares
|
$1.98 Million
0.17% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
21,430
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2024
Added 93.38%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
21,359
shares
|
$1.96 Million
0.84% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
21,280
shares
|
$1.96 Million
0.06% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
21,241
shares
|
$1.95 Million
0.65% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
21,132
shares
|
$1.94 Million
1.06% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
21,122
shares
|
$1.94 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
21,075
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
20,961
shares
|
$1.93 Million
0.51% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
20,899
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
20,896
shares
|
$1.92 Million
0.16% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
20,671
shares
|
$1.9 Million
0.41% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20,607
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
20,607
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
20,572
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
20,512
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
20,476
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
20,440
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.03%
|