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 |
|---|---|---|---|---|---|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
6,132
shares
|
$576,162
0.1% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
6,103
shares
|
$573,437
0.06% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
6,095
shares
|
$572,686
0.2% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
6,089
shares
|
$572,122
0.01% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
6,062
shares
|
$569,585
0.01% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
6,042
shares
|
$567,706
0.48% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
6,039
shares
|
$567,424
0.49% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,036
shares
|
$567,142
0.12% of portfolio
|
Q1 2023
Added 14.4%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,034
shares
|
$566,954
0.04% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
6,034
shares
|
$566,954
0.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
6,030
shares
|
$566,578
0.12% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
6,025
shares
|
$566,109
0.56% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
6,015
shares
|
$565,169
0.14% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
6,012
shares
|
$564,887
0.63% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,011
shares
|
$564,793
0.2% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,008
shares
|
$564,511
0.05% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
6,008
shares
|
$564,511
0.16% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
6,007
shares
|
$564,417
0.21% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,997
shares
|
$563,478
0.34% of portfolio
|
Q2 2025
Added 48.92%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
5,994
shares
|
$563,196
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,993
shares
|
$563,102
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,975
shares
|
$561,411
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
5,957
shares
|
$559,719
0.03% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
5,950
shares
|
$559,062
0.06% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
5,915
shares
|
$555,773
0.03% of portfolio
|
Q2 2025
Reduced 9.03%
|