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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
18,081
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
18,075
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
18,065
shares
|
$1.66 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
18,042
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2024
Added 129.89%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
18,006
shares
|
$1.66 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
17,975
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
17,943
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
17,853
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
17,810
shares
|
$1.64 Million
0.13% of portfolio
|
Q4 2024
Added 138.96%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
17,784
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
17,762
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
17,760
shares
|
$1.63 Million
0.92% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,665
shares
|
$1.62 Million
0.3% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
17,611
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,598
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
17,597
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,571
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
17,530
shares
|
$1.61 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,526
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
17,432
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
17,382
shares
|
$1.6 Million
0.52% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
17,340
shares
|
$1.59 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
17,334
shares
|
$1.59 Million
0.45% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
17,311
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
17,259
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2022
Added 0.03%
|