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 |
|---|---|---|---|---|---|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
12,779
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.82%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
12,774
shares
|
$1.2 Million
0.63% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,741
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.73%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
12,696
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,690
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2022
Added 248.53%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,624
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
12,573
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
12,554
shares
|
$1.18 Million
0.24% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
12,525
shares
|
$1.18 Million
0.97% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
12,520
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
12,474
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
12,470
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
12,440
shares
|
$1.17 Million
0.29% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
12,418
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
12,415
shares
|
$1.17 Million
0.23% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,370
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
12,312
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.69%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
12,301
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
12,298
shares
|
$1.16 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
12,298
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
12,293
shares
|
$1.16 Million
0.27% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,260
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
12,260
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
12,240
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
12,218
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Added 0.44%
|