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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
6,407
shares
|
$568,364
0.09% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
6,397
shares
|
$567,477
0.07% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,390
shares
|
$566,856
0.05% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
6,377
shares
|
$565,703
0.0% of portfolio
|
Q1 2025
Reduced 93.08%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,367
shares
|
$564,816
0.57% of portfolio
|
Q2 2022
Reduced 40.48%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
6,349
shares
|
$563,219
0.01% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,343
shares
|
$562,687
0.27% of portfolio
|
Q2 2023
Reduced 13.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
6,335
shares
|
$561,977
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,329
shares
|
$561,445
0.05% of portfolio
|
Q2 2023
Reduced 71.5%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
6,324
shares
|
$561,002
0.21% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
6,318
shares
|
$560,469
0.07% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
6,317
shares
|
$560,381
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
6,298
shares
|
$558,695
0.13% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,298
shares
|
$558,695
0.05% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
6,295
shares
|
$558,429
0.22% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
6,285
shares
|
$557,542
0.25% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
6,281
shares
|
$557,187
0.06% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,234
shares
|
$553,018
0.08% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,198
shares
|
$549,824
0.35% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
6,186
shares
|
$548,760
0.4% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
6,177
shares
|
$547,961
0.2% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
6,176
shares
|
$547,872
0.36% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
6,150
shares
|
$545,566
0.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
6,146
shares
|
$545,211
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,135
shares
|
$544,235
0.06% of portfolio
|
Q1 2025
Reduced 86.03%
|