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 |
|---|---|---|---|---|---|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
59,013
shares
|
$5.54 Million
3.37% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
58,956
shares
|
$5.54 Million
1.62% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
58,803
shares
|
$5.53 Million
2.62% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
58,714
shares
|
$5.52 Million
0.1% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
58,599
shares
|
$5.51 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Aug 13, 2025 Q2 2025 |
58,539
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
58,000
shares
|
$5.45 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
57,426
shares
|
$5.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
57,264
shares
|
$5.38 Million
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
56,845
shares
|
$5.34 Million
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
56,408
shares
|
$5.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
56,344
shares
|
$5.29 Million
0.29% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
56,335
shares
|
$5.29 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
56,084
shares
|
$5.27 Million
0.11% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
55,974
shares
|
$5.26 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
55,947
shares
|
$5.26 Million
0.07% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
55,252
shares
|
$5.19 Million
0.19% of portfolio
|
Q2 2025
Added 28.03%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
54,981
shares
|
$5.17 Million
0.36% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
54,803
shares
|
$5.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
54,599
shares
|
$5.13 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
54,123
shares
|
$5.09 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
54,012
shares
|
$5.07 Million
0.15% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
53,874
shares
|
$5.06 Million
0.09% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
53,567
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
53,557
shares
|
$5.03 Million
0.11% of portfolio
|
Q2 2025
Added 4.59%
|