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 |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
18,356
shares
|
$1.72 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
18,257
shares
|
$1.72 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
18,224
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
18,222
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,146
shares
|
$1.7 Million
0.09% of portfolio
|
Q2 2022
Added 21.49%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
18,146
shares
|
$1.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
18,102
shares
|
$1.7 Million
0.83% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
18,085
shares
|
$1.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
18,065
shares
|
$1.7 Million
0.65% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
18,052
shares
|
$1.7 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,993
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
17,928
shares
|
$1.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
17,873
shares
|
$1.68 Million
0.17% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
17,762
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Reduced 53.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
17,736
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
17,674
shares
|
$1.66 Million
0.09% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
17,530
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 46.11%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
17,501
shares
|
$1.64 Million
1.09% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
17,500
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
17,469
shares
|
$1.64 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
17,432
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
17,369
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,294
shares
|
$1.62 Million
1.18% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
17,259
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
17,234
shares
|
$1.62 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.58%
|