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 |
|---|---|---|---|---|---|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
22,047
shares
|
$2.07 Million
0.69% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Baillie Gifford & CO
|
Aug 06, 2025 Q2 2025 |
21,972
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
21,941
shares
|
$2.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
21,894
shares
|
$2.06 Million
0.51% of portfolio
|
Q1 2025
Added 443.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,837
shares
|
$2.05 Million
0.15% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
21,832
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
21,800
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2021
Added 142.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
21,741
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
21,736
shares
|
$2.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
21,698
shares
|
$2.04 Million
0.15% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
21,696
shares
|
$2.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.17%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,643
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
21,548
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
21,499
shares
|
$2.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
21,462
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
21,336
shares
|
$2 Million
0.56% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
21,302
shares
|
$2 Million
0.54% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
21,272
shares
|
$2 Million
0.16% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
21,178
shares
|
$1.99 Million
0.24% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
21,173
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
21,133
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
21,122
shares
|
$1.98 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
21,109
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Added 185.53%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,104
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 73.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
21,051
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Added 2.15%
|