Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,229 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,268
shares
|
$106,473
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,262
shares
|
$105,970
0.02% of portfolio
|
Q4 2024
Added 35.26%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,223
shares
|
$102,695
0.02% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,210
shares
|
$101,603
0.0% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$100,764
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$100,764
0.01% of portfolio
|
Q4 2023
Reduced 7.69%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,182
shares
|
$99,252
0.02% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,175
shares
|
$98,664
0.02% of portfolio
|
Q4 2024
Added 549.17%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,173
shares
|
$98,496
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,154
shares
|
$96,901
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,154
shares
|
$96,901
0.08% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,147
shares
|
$96,313
0.02% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,136
shares
|
$95,389
0.01% of portfolio
|
Q3 2024
Added 108.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,105
shares
|
$92,786
0.02% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,104
shares
|
$92,702
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,101
shares
|
$92,450
0.01% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,052
shares
|
$88,336
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,036
shares
|
$86,992
0.02% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,033
shares
|
$86,741
0.04% of portfolio
|
Q3 2024
Added 36.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,032
shares
|
$86,657
0.01% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,006
shares
|
$84,473
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$83,970
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$83,970
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
967
shares
|
$81,198
0.03% of portfolio
|
Q4 2022
Reduced 38.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
950
shares
|
$79,771
0.04% of portfolio
|
Q4 2024
Reduced 17.39%
|