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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
7,867
shares
|
$739,183
0.03% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,861
shares
|
$738,619
0.27% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
7,860
shares
|
$738,525
0.54% of portfolio
|
Q2 2025
Added 1646.67%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
7,849
shares
|
$737,492
0.03% of portfolio
|
Q2 2025
Reduced 45.65%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
7,844
shares
|
$737,022
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
7,815
shares
|
$734,297
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
7,801
shares
|
$732,981
0.24% of portfolio
|
Q2 2025
Added 145.86%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
7,794
shares
|
$732,324
0.19% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,771
shares
|
$730,163
0.42% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
7,768
shares
|
$729,881
0.27% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
7,748
shares
|
$728,002
0.12% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
7,745
shares
|
$727,720
0.39% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
7,694
shares
|
$722,928
0.44% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,689
shares
|
$722,458
0.06% of portfolio
|
Q4 2023
Reduced 53.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
7,678
shares
|
$721,424
0.05% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
7,671
shares
|
$720,767
0.6% of portfolio
|
Q3 2022
Added 153320.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
7,661
shares
|
$719,827
0.06% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,655
shares
|
$719,263
0.04% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
7,625
shares
|
$716,445
0.0% of portfolio
|
Q2 2025
Added 63.24%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,599
shares
|
$714,002
0.06% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
7,599
shares
|
$714,002
0.34% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
7,589
shares
|
$713,062
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,587
shares
|
$712,874
0.01% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
7,582
shares
|
$712,404
0.24% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
7,575
shares
|
$711,747
0.35% of portfolio
|
Q2 2025
Reduced 1.75%
|