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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
7,233
shares
|
$641,639
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,213
shares
|
$639,865
0.06% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
7,212
shares
|
$639,776
0.31% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
7,197
shares
|
$638,445
0.03% of portfolio
|
Q1 2025
Reduced 81.43%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,187
shares
|
$637,558
0.02% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
7,187
shares
|
$637,558
0.22% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
7,183
shares
|
$637,203
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
7,177
shares
|
$636,671
0.16% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
7,175
shares
|
$636,494
0.07% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
7,162
shares
|
$635,341
0.81% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,141
shares
|
$633,478
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
7,126
shares
|
$632,147
0.13% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
7,108
shares
|
$630,550
0.56% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
7,090
shares
|
$628,953
0.36% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,084
shares
|
$628,421
0.06% of portfolio
|
Q4 2022
Reduced 15.51%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
7,083
shares
|
$628,332
0.06% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
7,081
shares
|
$628,155
0.13% of portfolio
|
Q1 2025
Added 71.74%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
7,076
shares
|
$627,711
0.02% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
7,074
shares
|
$627,534
0.15% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,053
shares
|
$625,671
0.22% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
7,050
shares
|
$625,405
0.06% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
7,045
shares
|
$624,961
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
7,028
shares
|
$623,453
0.11% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
7,020
shares
|
$622,744
0.28% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
7,000
shares
|
$620,970
0.42% of portfolio
|
Q1 2025
Reduced 63.16%
|