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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
14,120
shares
|
$1.33 Million
0.73% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
14,110
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,079
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
14,079
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
14,076
shares
|
$1.32 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,055
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,980
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,965
shares
|
$1.31 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
13,965
shares
|
$1.31 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
13,942
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,935
shares
|
$1.31 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
13,923
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
13,880
shares
|
$1.3 Million
0.26% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
13,876
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
13,866
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
13,821
shares
|
$1.3 Million
0.45% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
13,820
shares
|
$1.3 Million
0.83% of portfolio
|
Q3 2023
Reduced 12.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,801
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
13,704
shares
|
$1.29 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,667
shares
|
$1.28 Million
0.36% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
13,661
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
13,614
shares
|
$1.28 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
13,588
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,520
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2022
Added 52.68%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
13,498
shares
|
$1.27 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.6%
|