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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
8,341
shares
|
$783,720
0.05% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,326
shares
|
$782,310
0.04% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
8,317
shares
|
$781,465
0.2% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
8,315
shares
|
$781,277
0.47% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
8,309
shares
|
$780,713
0.04% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
8,292
shares
|
$779,116
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
8,265
shares
|
$776,579
0.11% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
8,209
shares
|
$771,317
0.82% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
8,205
shares
|
$770,941
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,190
shares
|
$769,532
0.02% of portfolio
|
Q3 2022
Added 6.32%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,185
shares
|
$769,062
0.35% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
8,171
shares
|
$767,747
0.3% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
8,127
shares
|
$763,612
0.22% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
8,122
shares
|
$763,143
0.09% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
8,100
shares
|
$761,076
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
8,027
shares
|
$754,216
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,023
shares
|
$753,841
0.28% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
8,007
shares
|
$752,337
0.18% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
8,007
shares
|
$752,337
0.43% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
7,992
shares
|
$750,928
0.06% of portfolio
|
Q2 2025
Added 106.03%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
7,986
shares
|
$750,364
0.53% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
7,953
shares
|
$747,263
0.14% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,947
shares
|
$746,700
0.45% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
7,947
shares
|
$746,700
0.06% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
7,935
shares
|
$745,572
0.16% of portfolio
|
Q2 2025
Added 3.27%
|