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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
10,887
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,849
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2023
Reduced 22.85%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
10,846
shares
|
$1.02 Million
0.96% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
10,843
shares
|
$1.02 Million
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
10,836
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,768
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
10,766
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
10,759
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,754
shares
|
$1.01 Million
0.7% of portfolio
|
Q1 2023
Added 33.77%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
10,748
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
10,732
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,729
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
10,724
shares
|
$1.01 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
10,712
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
10,667
shares
|
$1 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,640
shares
|
$999,734
0.09% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10,612
shares
|
$997,103
0.03% of portfolio
|
Q2 2025
Reduced 87.95%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,572
shares
|
$993,345
0.03% of portfolio
|
Q2 2025
Added 86.52%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
10,547
shares
|
$990,996
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
10,504
shares
|
$986,955
0.38% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
10,478
shares
|
$984,512
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,451
shares
|
$981,975
0.18% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
10,396
shares
|
$976,808
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
10,389
shares
|
$976,150
0.07% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
10,375
shares
|
$974,834
0.24% of portfolio
|
Q4 2024
Reduced 0.14%
|