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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
6,709
shares
|
$595,155
0.05% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,680
shares
|
$592,582
0.04% of portfolio
|
Q1 2025
Added 30.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,672
shares
|
$591,873
0.04% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6,662
shares
|
$590,986
0.12% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
6,662
shares
|
$590,986
0.17% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
6,660
shares
|
$590,808
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
6,659
shares
|
$590,719
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,636
shares
|
$588,679
0.01% of portfolio
|
Q2 2022
Reduced 1.34%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,627
shares
|
$587,881
0.09% of portfolio
|
Q1 2023
Reduced 0.9%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,624
shares
|
$587,615
0.31% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
6,580
shares
|
$583,711
0.19% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
6,566
shares
|
$582,469
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,558
shares
|
$581,760
0.01% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,550
shares
|
$581,050
0.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
6,550
shares
|
$581,050
0.55% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,542
shares
|
$580,340
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
6,540
shares
|
$580,163
0.09% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
6,502
shares
|
$576,792
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
6,496
shares
|
$576,260
0.09% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
6,485
shares
|
$575,284
0.3% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
6,470
shares
|
$573,953
0.04% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
6,450
shares
|
$572,179
0.23% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
6,424
shares
|
$569,873
0.06% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
6,411
shares
|
$568,719
0.02% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
6,410
shares
|
$568,631
0.16% of portfolio
|
Q1 2025
Added 4.19%
|