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 |
|---|---|---|---|---|---|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
27,066
shares
|
$2.54 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
27,024
shares
|
$2.54 Million
0.19% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
26,837
shares
|
$2.52 Million
0.18% of portfolio
|
Q2 2025
Added 371.98%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
26,822
shares
|
$2.52 Million
0.68% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
26,771
shares
|
$2.52 Million
0.02% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
26,704
shares
|
$2.51 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
26,497
shares
|
$2.49 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
26,372
shares
|
$2.48 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
26,340
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
26,312
shares
|
$2.47 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
26,271
shares
|
$2.47 Million
0.89% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
26,092
shares
|
$2.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
26,051
shares
|
$2.45 Million
0.26% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
26,017
shares
|
$2.44 Million
0.45% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
25,943
shares
|
$2.44 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
25,863
shares
|
$2.43 Million
0.74% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
25,815
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
25,805
shares
|
$2.42 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,747
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
25,685
shares
|
$2.41 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
25,679
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
25,637
shares
|
$2.41 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
25,611
shares
|
$2.41 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
25,586
shares
|
$2.4 Million
1.3% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
25,580
shares
|
$2.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 13.66%
|