Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100,994
shares
|
$8.87 Million
0.62% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
100,222
shares
|
$8.8 Million
0.53% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
99,310
shares
|
$8.72 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
99,123
shares
|
$8.7 Million
0.06% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
98,800
shares
|
$8.67 Million
1.33% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
98,732
shares
|
$8.67 Million
0.5% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
97,976
shares
|
$8.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
97,780
shares
|
$8.58 Million
2.28% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,452
shares
|
$8.55 Million
0.04% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
97,191
shares
|
$8.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
96,952
shares
|
$8.51 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
96,766
shares
|
$8.49 Million
0.51% of portfolio
|
Q4 2024
Added 50.71%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
96,698
shares
|
$8.49 Million
3.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
95,699
shares
|
$8.4 Million
0.63% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
94,170
shares
|
$8.27 Million
0.17% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
93,454
shares
|
$8.2 Million
0.05% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
93,165
shares
|
$8.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 49.84%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
92,552
shares
|
$8.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
92,529
shares
|
$8.12 Million
0.24% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
92,175
shares
|
$8.09 Million
0.01% of portfolio
|
Q4 2024
Added 61.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
92,134
shares
|
$8.09 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
91,920
shares
|
$8.07 Million
0.06% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
91,633
shares
|
$8.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
91,021
shares
|
$7.99 Million
1.53% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
90,644
shares
|
$7.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.7%
|