Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,209 institutions that hold shares in the stock, with a total of 702 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
527
shares
|
$43,993
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
524
shares
|
$43,743
0.0% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
518
shares
|
$43,242
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
508
shares
|
$42,407
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
501
shares
|
$41,823
0.01% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
500
shares
|
$41,740
0.02% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
500
shares
|
$41,740
0.03% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
500
shares
|
$41,740
0.01% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
490
shares
|
$40,905
0.0% of portfolio
|
Q4 2022
Reduced 30.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
479
shares
|
$39,986
0.01% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
477
shares
|
$39,819
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
474
shares
|
$39,569
0.03% of portfolio
|
Q3 2023
Reduced 5.95%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
472
shares
|
$39,402
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
464
shares
|
$38,734
0.01% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
459
shares
|
$38,317
0.02% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
450
shares
|
$37,566
0.03% of portfolio
|
Q3 2023
Reduced 64.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
450
shares
|
$37,566
0.03% of portfolio
|
Q2 2024
Reduced 77.56%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
450
shares
|
$37,566
0.02% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
449
shares
|
$37,482
0.01% of portfolio
|
Q4 2023
Added 42.09%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
447
shares
|
$37,315
0.0% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
434
shares
|
$36,230
0.01% of portfolio
|
Q4 2024
Added 244.44%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
429
shares
|
$35,812
0.02% of portfolio
|
Q4 2024
Added 84.91%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
415
shares
|
$34,644
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
414
shares
|
$34,560
0.01% of portfolio
|
Q2 2023
Added 1.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
412
shares
|
$34,393
0.0% of portfolio
|
Q3 2024
Added 9.57%
|