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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
7,028
shares
|
$660,350
0.11% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
7,020
shares
|
$659,599
0.26% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
7,014
shares
|
$659,035
0.11% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
6,995
shares
|
$657,250
0.11% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
6,991
shares
|
$656,874
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
6,974
shares
|
$655,277
0.02% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,953
shares
|
$653,303
0.0% of portfolio
|
Q3 2022
Added 7.43%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
6,929
shares
|
$651,048
0.05% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
6,927
shares
|
$650,860
0.1% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
6,890
shares
|
$647,384
0.11% of portfolio
|
Q1 2019
Reduced 25.94%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,884
shares
|
$646,820
0.14% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,863
shares
|
$644,847
0.2% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
6,856
shares
|
$644,189
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
6,849
shares
|
$643,532
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,838
shares
|
$642,498
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,838
shares
|
$642,498
0.04% of portfolio
|
Q2 2025
Added 116.74%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,827
shares
|
$641,464
0.01% of portfolio
|
Q2 2025
Reduced 53.55%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
6,809
shares
|
$639,773
0.44% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
6,803
shares
|
$639,209
0.23% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
6,796
shares
|
$638,552
0.29% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,794
shares
|
$638,364
0.16% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,768
shares
|
$635,921
0.03% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
6,768
shares
|
$635,921
0.02% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
6,748
shares
|
$634,042
0.03% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
6,700
shares
|
$629,532
0.13% of portfolio
|
Q2 2025
Added 13.56%
|