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 |
|---|---|---|---|---|---|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
9,874
shares
|
$927,761
0.44% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
9,825
shares
|
$923,156
0.34% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,824
shares
|
$923,063
0.27% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
9,822
shares
|
$922,875
0.92% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
9,803
shares
|
$921,089
0.07% of portfolio
|
Q2 2025
Added 46.12%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
9,798
shares
|
$920,620
0.07% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
9,798
shares
|
$920,620
0.14% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,768
shares
|
$917,801
0.03% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,734
shares
|
$914,606
0.25% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
9,729
shares
|
$914,136
0.42% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
9,706
shares
|
$911,975
0.06% of portfolio
|
Q2 2025
Added 91.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
9,704
shares
|
$911,787
0.02% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
9,678
shares
|
$909,344
0.02% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
9,675
shares
|
$909,062
0.1% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,666
shares
|
$908,217
0.15% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,607
shares
|
$902,673
0.22% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
9,579
shares
|
$900,042
0.01% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
9,575
shares
|
$899,666
0.04% of portfolio
|
Q2 2025
Added 108.38%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,563
shares
|
$898,539
0.17% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
9,563
shares
|
$898,539
0.52% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,544
shares
|
$896,754
0.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
9,533
shares
|
$895,720
0.08% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
9,532
shares
|
$895,626
0.11% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
9,528
shares
|
$895,250
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,496
shares
|
$892,244
0.16% of portfolio
|
Q3 2024
Added 3.71%
|