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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,672
shares
|
$626,901
0.04% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
6,662
shares
|
$625,961
0.29% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,662
shares
|
$625,961
0.15% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
6,649
shares
|
$624,740
0.07% of portfolio
|
Q2 2025
Added 217.37%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
6,638
shares
|
$623,706
0.04% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,636
shares
|
$623,518
0.01% of portfolio
|
Q2 2022
Reduced 1.34%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,627
shares
|
$622,672
0.09% of portfolio
|
Q1 2023
Reduced 0.9%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
6,605
shares
|
$620,605
0.17% of portfolio
|
Q2 2025
Reduced 56.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
6,603
shares
|
$620,417
0.43% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
6,580
shares
|
$618,256
0.19% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
6,550
shares
|
$615,438
0.48% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,542
shares
|
$614,686
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
6,533
shares
|
$613,840
0.0% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
6,527
shares
|
$613,276
0.32% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,521
shares
|
$612,713
0.09% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,514
shares
|
$612,055
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
6,470
shares
|
$607,921
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
6,467
shares
|
$607,639
0.16% of portfolio
|
Q2 2025
Added 19.12%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,456
shares
|
$606,605
0.1% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
6,454
shares
|
$606,417
0.08% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
6,418
shares
|
$603,035
0.15% of portfolio
|
Q2 2025
Added 48.36%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
6,397
shares
|
$601,062
0.07% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,390
shares
|
$600,404
0.05% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
6,374
shares
|
$598,901
0.14% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,367
shares
|
$598,243
0.57% of portfolio
|
Q2 2022
Reduced 40.48%
|