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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
20,415
shares
|
$1.88 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
20,348
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,292
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
20,280
shares
|
$1.86 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
20,251
shares
|
$1.86 Million
0.52% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
20,223
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
20,196
shares
|
$1.86 Million
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
20,193
shares
|
$1.86 Million
0.25% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,103
shares
|
$1.85 Million
0.43% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
20,091
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
20,048
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
20,000
shares
|
$1.84 Million
0.43% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
19,911
shares
|
$1.83 Million
0.45% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
19,885
shares
|
$1.83 Million
0.46% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
19,872
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
19,765
shares
|
$1.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
19,707
shares
|
$1.81 Million
0.35% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
19,670
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.88%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,628
shares
|
$1.8 Million
0.71% of portfolio
|
Q1 2024
Added 15.25%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
19,551
shares
|
$1.8 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
19,255
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
19,144
shares
|
$1.76 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
19,133
shares
|
$1.76 Million
1.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
19,076
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
19,000
shares
|
$1.75 Million
0.27% of portfolio
|
Q3 2017
New holding
|