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 |
|---|---|---|---|---|---|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,801
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,763
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,709
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
15,700
shares
|
$1.48 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
15,664
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
15,661
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,617
shares
|
$1.47 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
15,613
shares
|
$1.47 Million
0.36% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
15,595
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
15,575
shares
|
$1.46 Million
0.08% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
15,561
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,557
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
15,511
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
15,350
shares
|
$1.44 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,300
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
15,276
shares
|
$1.44 Million
0.52% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
15,252
shares
|
$1.43 Million
0.62% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
15,172
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,168
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 43.91%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
15,125
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
15,121
shares
|
$1.42 Million
0.46% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,095
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
15,091
shares
|
$1.42 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Aug 13, 2025 Q2 2025 |
15,021
shares
|
$1.41 Million
4.18% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,012
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
New holding
|