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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
13,486
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
13,434
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
13,413
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13,340
shares
|
$1.25 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.48%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
13,328
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
13,309
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Added 368.13%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
13,290
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 425.71%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,272
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
13,249
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
13,234
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,193
shares
|
$1.24 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
13,150
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
13,118
shares
|
$1.23 Million
1.0% of portfolio
|
Q2 2022
Reduced 19.87%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
13,110
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
13,022
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
13,016
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2022
Reduced 0.46%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
13,005
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
12,979
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.17%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
12,963
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.86%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
12,936
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
12,935
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
12,871
shares
|
$1.21 Million
0.83% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
12,857
shares
|
$1.21 Million
0.89% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,805
shares
|
$1.2 Million
0.23% of portfolio
|
Q1 2023
Added 4.92%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
12,792
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
Added 0.63%
|