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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
41,396
shares
|
$3.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
40,259
shares
|
$3.78 Million
0.12% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
40,147
shares
|
$3.77 Million
0.12% of portfolio
|
Q2 2025
Added 203.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
40,068
shares
|
$3.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
39,956
shares
|
$3.75 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
39,943
shares
|
$3.75 Million
0.99% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
39,577
shares
|
$3.72 Million
0.63% of portfolio
|
Q4 2020
Reduced 82.17%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
39,400
shares
|
$3.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
39,335
shares
|
$3.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
39,293
shares
|
$3.69 Million
1.33% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
39,278
shares
|
$3.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
39,225
shares
|
$3.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
39,180
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
39,174
shares
|
$3.68 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
39,137
shares
|
$3.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,793
shares
|
$3.64 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
Aug 14, 2025 Q2 2025 |
38,642
shares
|
$3.63 Million
2.62% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
38,498
shares
|
$3.62 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
38,459
shares
|
$3.61 Million
2.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
38,365
shares
|
$3.6 Million
1.48% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
38,327
shares
|
$3.6 Million
0.53% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
38,290
shares
|
$3.6 Million
0.75% of portfolio
|
Q1 2023
Reduced 14.45%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
38,263
shares
|
$3.6 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
38,225
shares
|
$3.59 Million
1.56% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
38,055
shares
|
$3.58 Million
2.87% of portfolio
|
Q2 2025
Added 4.84%
|