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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
8,812
shares
|
$781,712
0.26% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
8,798
shares
|
$780,470
0.8% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,787
shares
|
$779,494
0.09% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
8,779
shares
|
$778,785
0.26% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
8,777
shares
|
$778,607
0.27% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
8,744
shares
|
$775,680
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
8,740
shares
|
$775,325
0.5% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
8,704
shares
|
$772,131
0.18% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
8,704
shares
|
$772,131
0.03% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
8,698
shares
|
$771,599
0.06% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
8,698
shares
|
$771,599
0.19% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
8,693
shares
|
$771,156
0.37% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,690
shares
|
$770,889
0.03% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
8,682
shares
|
$770,180
0.09% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
8,666
shares
|
$768,760
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
8,663
shares
|
$768,494
0.01% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
8,612
shares
|
$763,970
0.05% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
8,600
shares
|
$762,906
0.15% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,585
shares
|
$761,575
0.41% of portfolio
|
Q1 2023
Added 1.07%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
8,577
shares
|
$760,865
0.25% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
8,565
shares
|
$759,801
0.13% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
8,540
shares
|
$757,583
0.49% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
8,490
shares
|
$753,147
0.32% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
8,485
shares
|
$752,704
0.24% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
8,474
shares
|
$751,728
0.55% of portfolio
|
Q1 2025
Reduced 14.48%
|