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 |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
53,430
shares
|
$5.02 Million
0.24% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
53,376
shares
|
$5.02 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
53,224
shares
|
$5 Million
2.75% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
52,685
shares
|
$4.95 Million
0.35% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
52,595
shares
|
$4.94 Million
0.89% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
52,463
shares
|
$4.93 Million
0.92% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
52,278
shares
|
$4.91 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
52,275
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
51,867
shares
|
$4.87 Million
0.25% of portfolio
|
Q3 2022
Reduced 0.72%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,327
shares
|
$4.82 Million
0.62% of portfolio
|
Q1 2024
Added 6.41%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
51,277
shares
|
$4.82 Million
0.18% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
51,230
shares
|
$4.81 Million
0.59% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
51,187
shares
|
$4.81 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
50,698
shares
|
$4.76 Million
2.67% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
50,443
shares
|
$4.74 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
50,432
shares
|
$4.74 Million
0.06% of portfolio
|
Q2 2025
Added 136.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
50,402
shares
|
$4.74 Million
0.17% of portfolio
|
Q2 2025
Added 151.66%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
50,326
shares
|
$4.73 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
50,129
shares
|
$4.71 Million
1.68% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
50,017
shares
|
$4.7 Million
0.78% of portfolio
|
Q2 2025
Added 446.63%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
49,499
shares
|
$4.65 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
49,487
shares
|
$4.65 Million
0.06% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
49,360
shares
|
$4.64 Million
0.6% of portfolio
|
Q4 2022
Added 2.62%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
49,256
shares
|
$4.63 Million
1.08% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
49,238
shares
|
$4.63 Million
0.02% of portfolio
|
Q2 2025
Added 9.46%
|