Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,272 institutions that hold shares in the stock, with a total of 717 Million shares, which have been reported (via 13F filing form) to have a value of $62.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
15
shares
|
$1,302
0.0% of portfolio
|
Q2 2024
Reduced 98.75%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
10
shares
|
$868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
10
shares
|
$868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8
shares
|
$694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$434
0.0% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4
shares
|
$347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$86
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|