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 |
|---|---|---|---|---|---|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
31,985
shares
|
$3.01 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
31,950
shares
|
$3 Million
0.05% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
31,855
shares
|
$2.99 Million
0.21% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
31,570
shares
|
$2.97 Million
0.49% of portfolio
|
Q3 2023
Reduced 12.8%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
31,536
shares
|
$2.96 Million
0.61% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
31,466
shares
|
$2.96 Million
0.61% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
31,329
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
31,191
shares
|
$2.93 Million
0.48% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
31,141
shares
|
$2.93 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
31,013
shares
|
$2.91 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
30,873
shares
|
$2.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
30,817
shares
|
$2.9 Million
0.36% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,778
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
30,697
shares
|
$2.88 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
30,689
shares
|
$2.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
30,579
shares
|
$2.87 Million
0.89% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
30,552
shares
|
$2.87 Million
0.61% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,532
shares
|
$2.87 Million
0.2% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
30,528
shares
|
$2.87 Million
0.22% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
30,422
shares
|
$2.86 Million
0.62% of portfolio
|
Q2 2025
Added 981.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,360
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
30,335
shares
|
$2.85 Million
0.09% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Reaves W H & CO Inc
|
Aug 11, 2025 Q2 2025 |
30,048
shares
|
$2.82 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
30,000
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$2.82 Million
0.1% of portfolio
|
Q4 2020
New holding
|