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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,134
shares
|
$544,147
0.11% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6,114
shares
|
$542,372
0.18% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
6,112
shares
|
$542,195
0.04% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,104
shares
|
$541,485
0.03% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,036
shares
|
$535,453
0.13% of portfolio
|
Q1 2023
Added 14.4%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
6,036
shares
|
$535,453
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
6,035
shares
|
$535,364
0.55% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
6,030
shares
|
$534,921
0.14% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
6,025
shares
|
$534,477
0.5% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,013
shares
|
$533,413
0.04% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
6,012
shares
|
$533,324
0.63% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
6,011
shares
|
$533,235
0.23% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
6,010
shares
|
$533,147
0.09% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,008
shares
|
$532,969
0.05% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
6,008
shares
|
$532,969
0.18% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
5,998
shares
|
$532,082
0.13% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
5,994
shares
|
$531,727
0.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
5,993
shares
|
$531,639
0.24% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,993
shares
|
$531,639
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
5,974
shares
|
$529,953
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
5,970
shares
|
$529,598
0.01% of portfolio
|
Q1 2025
Reduced 94.7%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
5,952
shares
|
$528,001
0.12% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
5,950
shares
|
$527,824
0.06% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
5,945
shares
|
$527,380
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
5,944
shares
|
$527,292
0.1% of portfolio
|
Q1 2025
Added 4.57%
|