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 |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
84,206
shares
|
$7.91 Million
0.0% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
83,595
shares
|
$7.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
83,551
shares
|
$7.85 Million
0.55% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
83,483
shares
|
$7.84 Million
0.06% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
83,083
shares
|
$7.81 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
82,844
shares
|
$7.78 Million
0.86% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
82,742
shares
|
$7.77 Million
0.06% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
82,141
shares
|
$7.72 Million
1.07% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
82,110
shares
|
$7.72 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
81,871
shares
|
$7.69 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
81,840
shares
|
$7.69 Million
0.15% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
80,374
shares
|
$7.55 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
79,392
shares
|
$7.46 Million
1.03% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
79,075
shares
|
$7.43 Million
0.05% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
79,017
shares
|
$7.42 Million
0.5% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
78,730
shares
|
$7.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
78,632
shares
|
$7.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 41.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
77,447
shares
|
$7.28 Million
0.11% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
77,238
shares
|
$7.26 Million
3.85% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
77,227
shares
|
$7.26 Million
1.98% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
77,216
shares
|
$7.26 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Railway Pension Investments LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
76,200
shares
|
$7.16 Million
0.1% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
76,117
shares
|
$7.15 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
75,965
shares
|
$7.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
75,581
shares
|
$7.1 Million
0.06% of portfolio
|
Q2 2025
Added 4.35%
|