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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
409
shares
|
$34,143
0.01% of portfolio
|
Q2 2024
Reduced 19.65%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
405
shares
|
$33,809
0.02% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
403
shares
|
$33,642
0.0% of portfolio
|
Q1 2024
Added 101.5%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$33,392
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
365
shares
|
$30,470
0.05% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$29,218
0.01% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
350
shares
|
$29,218
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
350
shares
|
$29,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
346
shares
|
$28,884
0.01% of portfolio
|
Q4 2023
Reduced 4.42%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
344
shares
|
$28,717
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
340
shares
|
$28,383
0.0% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
338
shares
|
$28,216
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
317
shares
|
$26,463
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
314
shares
|
$26,212
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
312
shares
|
$26,045
0.0% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
311
shares
|
$25,962
0.02% of portfolio
|
Q3 2024
Added 168.1%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
310
shares
|
$25,878
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
310
shares
|
$25,878
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
306
shares
|
$25,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
301
shares
|
$25,127
0.01% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$25,044
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
300
shares
|
$25,044
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
300
shares
|
$25,044
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
300
shares
|
$25,044
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
296
shares
|
$24,710
0.01% of portfolio
|
Q3 2024
Added 0.34%
|