Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,462 institutions that hold shares in the stock, with a total of 719 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
9,890
shares
|
$877,341
0.27% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,876
shares
|
$876,099
0.16% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
9,869
shares
|
$875,478
0.28% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
9,852
shares
|
$873,970
0.1% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
9,849
shares
|
$873,704
0.06% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
9,849
shares
|
$873,704
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
9,849
shares
|
$873,704
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
9,833
shares
|
$872,285
0.08% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
9,830
shares
|
$872,019
0.42% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
9,825
shares
|
$871,575
0.36% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
9,811
shares
|
$870,333
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
9,800
shares
|
$869,357
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
9,798
shares
|
$869,180
0.14% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
9,779
shares
|
$867,495
0.44% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,768
shares
|
$866,519
0.03% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,766
shares
|
$866,341
0.19% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,742
shares
|
$864,212
0.07% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,734
shares
|
$863,503
0.25% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
9,715
shares
|
$861,817
0.03% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
9,707
shares
|
$861,107
0.04% of portfolio
|
Q1 2025
Added 137.74%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
9,679
shares
|
$858,624
0.08% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
9,678
shares
|
$858,535
0.02% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,666
shares
|
$857,470
0.15% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
9,654
shares
|
$856,406
0.2% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
9,633
shares
|
$854,543
0.41% of portfolio
|
Q1 2025
Reduced 0.05%
|