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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,914
shares
|
$524,630
0.04% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,911
shares
|
$524,364
0.18% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,902
shares
|
$523,566
0.08% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
5,900
shares
|
$523,388
0.11% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,900
shares
|
$523,388
0.11% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
5,885
shares
|
$522,058
0.31% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
5,875
shares
|
$521,171
0.26% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,875
shares
|
$521,171
0.16% of portfolio
|
Q2 2022
Added 5.38%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
5,867
shares
|
$520,461
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
5,856
shares
|
$519,485
0.05% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,855
shares
|
$519,397
0.15% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
5,835
shares
|
$517,622
0.42% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
5,833
shares
|
$517,445
0.26% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,807
shares
|
$515,138
0.04% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
5,803
shares
|
$514,784
0.3% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
5,779
shares
|
$512,655
0.02% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
5,778
shares
|
$512,566
0.28% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
5,776
shares
|
$512,388
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
5,765
shares
|
$511,413
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,756
shares
|
$510,614
0.52% of portfolio
|
Q1 2025
Added 94.72%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
5,750
shares
|
$510,082
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
5,746
shares
|
$509,727
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
5,743
shares
|
$509,461
0.46% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
5,730
shares
|
$508,308
0.35% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
5,729
shares
|
$508,219
0.06% of portfolio
|
Q1 2025
Added 3.82%
|