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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
17,248
shares
|
$1.59 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
17,086
shares
|
$1.57 Million
0.15% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
17,070
shares
|
$1.57 Million
0.41% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,033
shares
|
$1.57 Million
0.44% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
17,013
shares
|
$1.56 Million
0.4% of portfolio
|
Q4 2020
Added 102.05%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
17,000
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2017
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
16,994
shares
|
$1.56 Million
0.11% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,980
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2020
Reduced 3.84%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
16,947
shares
|
$1.56 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
16,858
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
16,844
shares
|
$1.55 Million
0.24% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16,749
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
16,660
shares
|
$1.53 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
16,578
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.43%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,548
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
16,400
shares
|
$1.51 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
16,381
shares
|
$1.51 Million
0.75% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
16,251
shares
|
$1.49 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
16,203
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
16,194
shares
|
$1.49 Million
0.26% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
16,174
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
16,165
shares
|
$1.49 Million
0.14% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
16,121
shares
|
$1.48 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
16,050
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
16,002
shares
|
$1.47 Million
0.14% of portfolio
|
Q4 2024
Added 5.01%
|