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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
49,200
shares
|
$4.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
49,178
shares
|
$4.62 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
48,539
shares
|
$4.56 Million
0.4% of portfolio
|
Q2 2025
Added 48.77%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
48,484
shares
|
$4.56 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
48,471
shares
|
$4.55 Million
0.07% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
48,378
shares
|
$4.55 Million
0.15% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
48,376
shares
|
$4.55 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
48,346
shares
|
$4.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 39.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,157
shares
|
$4.52 Million
0.13% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
48,042
shares
|
$4.51 Million
0.41% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
47,746
shares
|
$4.49 Million
0.21% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
47,576
shares
|
$4.47 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
47,327
shares
|
$4.45 Million
1.08% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,145
shares
|
$4.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
46,940
shares
|
$4.41 Million
0.27% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
46,863
shares
|
$4.4 Million
1.5% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
46,783
shares
|
$4.4 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
46,622
shares
|
$4.38 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
46,458
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
46,012
shares
|
$4.32 Million
0.88% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
45,325
shares
|
$4.26 Million
2.71% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
45,111
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
44,897
shares
|
$4.22 Million
0.53% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
44,786
shares
|
$4.21 Million
1.34% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
44,632
shares
|
$4.19 Million
0.04% of portfolio
|
Q2 2025
New holding
|