Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,439 institutions that hold shares in the stock, with a total of 711 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,157
shares
|
$4.23 Million
0.13% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
48,060
shares
|
$4.22 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
47,826
shares
|
$4.2 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
47,773
shares
|
$4.19 Million
0.42% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
47,663
shares
|
$4.18 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
47,554
shares
|
$4.17 Million
0.22% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,145
shares
|
$4.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
46,940
shares
|
$4.12 Million
0.27% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
46,863
shares
|
$4.11 Million
1.5% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
46,635
shares
|
$4.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
46,622
shares
|
$4.09 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
45,845
shares
|
$4.02 Million
0.16% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
45,661
shares
|
$4.01 Million
0.03% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
45,635
shares
|
$4.01 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
45,467
shares
|
$3.99 Million
0.44% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
45,325
shares
|
$3.98 Million
2.71% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
45,312
shares
|
$3.98 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
45,300
shares
|
$3.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
44,982
shares
|
$3.95 Million
0.02% of portfolio
|
Q1 2025
Added 426.97%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
44,897
shares
|
$3.94 Million
0.58% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
44,425
shares
|
$3.9 Million
1.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Nepsis Inc.
|
Apr 15, 2025 Q1 2025 |
44,393
shares
|
$3.9 Million
1.18% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
44,341
shares
|
$3.89 Million
0.59% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,026
shares
|
$3.86 Million
0.37% of portfolio
|
Q2 2022
Reduced 6.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
44,002
shares
|
$3.86 Million
0.44% of portfolio
|
Q1 2025
Added 1193.42%
|