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 |
|---|---|---|---|---|---|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
11,410
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
11,408
shares
|
$1.07 Million
0.41% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
11,392
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
11,340
shares
|
$1.07 Million
0.78% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
11,301
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
11,242
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 211.5%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
11,201
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
11,192
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 178.82%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
11,172
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,152
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
11,144
shares
|
$1.05 Million
0.54% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
11,130
shares
|
$1.05 Million
1.21% of portfolio
|
Q3 2022
Reduced 2.37%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11,119
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 244.03%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
11,085
shares
|
$1.04 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
11,070
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
11,010
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
11,002
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
11,000
shares
|
$1.03 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
10,997
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,996
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 49.21%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,975
shares
|
$1.03 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
10,974
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,949
shares
|
$1.03 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
10,945
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
10,914
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 25.98%
|