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 |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,628
shares
|
$1.84 Million
0.71% of portfolio
|
Q1 2024
Added 15.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
19,537
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
19,521
shares
|
$1.83 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
19,510
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
19,438
shares
|
$1.83 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
19,313
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2025
Reduced 30.87%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
19,312
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
19,305
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,186
shares
|
$1.8 Million
0.3% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
19,123
shares
|
$1.8 Million
0.97% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
19,122
shares
|
$1.8 Million
0.25% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
19,086
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
19,067
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
19,044
shares
|
$1.79 Million
0.28% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
19,000
shares
|
$1.79 Million
0.29% of portfolio
|
Q3 2017
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
18,864
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
18,848
shares
|
$1.77 Million
0.15% of portfolio
|
Q2 2025
Reduced 72.71%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
18,739
shares
|
$1.76 Million
0.22% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
18,714
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
18,702
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
18,645
shares
|
$1.75 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
18,627
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
18,578
shares
|
$1.75 Million
0.7% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
18,536
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
18,525
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2025
Added 0.79%
|