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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
17,131
shares
|
$1.61 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
17,123
shares
|
$1.61 Million
0.18% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
17,100
shares
|
$1.61 Million
0.81% of portfolio
|
Q2 2025
Added 31.34%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
17,071
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
17,048
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
17,015
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
17,000
shares
|
$1.6 Million
0.19% of portfolio
|
Q3 2017
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
16,994
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
16,985
shares
|
$1.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,980
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2020
Reduced 3.84%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
16,947
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
16,857
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
16,827
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
16,725
shares
|
$1.57 Million
0.81% of portfolio
|
Q2 2025
Added 289.86%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
16,697
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
16,566
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,552
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 59.06%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
16,522
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
16,501
shares
|
$1.55 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
16,440
shares
|
$1.54 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
16,439
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
16,401
shares
|
$1.54 Million
0.38% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
16,400
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,009
shares
|
$1.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
15,920
shares
|
$1.5 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.04%
|