Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,481 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 |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
10,375
shares
|
$974,834
0.24% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
10,370
shares
|
$974,365
0.36% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
10,347
shares
|
$972,204
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,320
shares
|
$969,667
0.04% of portfolio
|
Q2 2025
Added 54.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
10,315
shares
|
$969,197
0.03% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
10,300
shares
|
$967,787
0.31% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
10,234
shares
|
$961,586
0.08% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,222
shares
|
$960,459
0.22% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,217
shares
|
$959,989
0.07% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
10,209
shares
|
$959,237
0.05% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
10,204
shares
|
$958,767
0.37% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
10,153
shares
|
$953,975
0.05% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
10,139
shares
|
$952,660
0.65% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
10,105
shares
|
$949,465
0.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
10,103
shares
|
$949,277
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
10,092
shares
|
$948,244
0.58% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
10,089
shares
|
$947,962
0.45% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
10,009
shares
|
$940,445
0.06% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
9,963
shares
|
$936,123
0.05% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
9,952
shares
|
$935,089
0.22% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
9,929
shares
|
$932,928
0.48% of portfolio
|
Q2 2025
Added 79.48%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
9,904
shares
|
$930,579
0.18% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
9,890
shares
|
$929,264
0.26% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
9,885
shares
|
$928,794
0.04% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
9,878
shares
|
$928,136
0.09% of portfolio
|
Q2 2025
Added 0.26%
|