Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,479 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
102,859
shares
|
$9.66 Million
0.73% of portfolio
|
Q4 2024
Added 28.88%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
102,596
shares
|
$9.64 Million
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Sagefield Capital LP
Dallas, TX |
Aug 14, 2025 Q2 2025 |
101,942
shares
|
$9.58 Million
1.48% of portfolio
|
Q2 2025
Reduced 33.17%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
101,923
shares
|
$9.58 Million
0.03% of portfolio
|
Q2 2025
Added 1152.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
101,609
shares
|
$9.55 Million
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
100,260
shares
|
$9.42 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
100,186
shares
|
$9.41 Million
1.1% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
100,152
shares
|
$9.41 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
100,147
shares
|
$9.41 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
99,889
shares
|
$9.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 74.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
99,626
shares
|
$9.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
99,350
shares
|
$9.33 Million
0.02% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
99,130
shares
|
$9.31 Million
0.24% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
98,839
shares
|
$9.29 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
98,838
shares
|
$9.29 Million
2.21% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
98,495
shares
|
$9.25 Million
0.5% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
98,332
shares
|
$9.24 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
98,283
shares
|
$9.23 Million
0.03% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
98,220
shares
|
$9.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,452
shares
|
$9.16 Million
0.04% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
97,085
shares
|
$9.12 Million
0.17% of portfolio
|
Q2 2025
Added 24.99%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
96,698
shares
|
$9.09 Million
3.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
96,450
shares
|
$9.06 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
96,142
shares
|
$9.03 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
94,970
shares
|
$8.92 Million
0.16% of portfolio
|
Q2 2025
Added 0.85%
|