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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
9,480
shares
|
$890,740
0.29% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
9,470
shares
|
$889,801
0.24% of portfolio
|
Q2 2025
Added 60.21%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
9,468
shares
|
$889,613
0.07% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,445
shares
|
$887,452
0.11% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,421
shares
|
$885,197
0.01% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
9,416
shares
|
$884,727
0.36% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
9,409
shares
|
$884,069
0.08% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
9,408
shares
|
$883,975
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
9,402
shares
|
$883,411
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,401
shares
|
$883,317
0.07% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
9,395
shares
|
$882,754
0.05% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
9,337
shares
|
$877,304
0.15% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
9,323
shares
|
$875,989
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
9,316
shares
|
$875,331
0.68% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,246
shares
|
$868,754
0.25% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
9,231
shares
|
$867,344
0.25% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
9,220
shares
|
$866,311
0.64% of portfolio
|
Q2 2025
Added 50.02%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
9,178
shares
|
$862,364
0.52% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
9,176
shares
|
$862,176
0.59% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,166
shares
|
$861,237
0.3% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
9,163
shares
|
$860,955
0.03% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
9,144
shares
|
$859,170
0.03% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,139
shares
|
$858,700
0.03% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
9,100
shares
|
$855,036
0.03% of portfolio
|
Q2 2025
Reduced 82.99%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
9,099
shares
|
$854,942
0.02% of portfolio
|
Q2 2025
Added 8.32%
|