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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
23,670
shares
|
$2.22 Million
0.41% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
23,663
shares
|
$2.22 Million
0.1% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
23,640
shares
|
$2.22 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
23,596
shares
|
$2.22 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
23,478
shares
|
$2.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 68.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
23,470
shares
|
$2.21 Million
0.86% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
23,431
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
23,404
shares
|
$2.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
23,387
shares
|
$2.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 62.17%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
23,224
shares
|
$2.18 Million
0.77% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23,201
shares
|
$2.18 Million
0.36% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
23,123
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
23,089
shares
|
$2.17 Million
0.26% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
23,012
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
22,955
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,940
shares
|
$2.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
22,903
shares
|
$2.15 Million
0.57% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
22,785
shares
|
$2.14 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,546
shares
|
$2.12 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
22,528
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
22,390
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,319
shares
|
$2.1 Million
0.22% of portfolio
|
Q3 2022
Reduced 8.88%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
22,233
shares
|
$2.09 Million
0.26% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
22,148
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
22,051
shares
|
$2.07 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.57%
|