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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,716
shares
|
$507,066
0.29% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
5,714
shares
|
$506,888
0.23% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,686
shares
|
$504,405
0.04% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
5,676
shares
|
$503,517
0.06% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,668
shares
|
$502,808
0.02% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
5,650
shares
|
$501,211
0.35% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
5,640
shares
|
$500,324
0.03% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,633
shares
|
$499,703
0.01% of portfolio
|
Q1 2024
Reduced 64.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,630
shares
|
$499,437
0.15% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,629
shares
|
$499,348
0.17% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
5,628
shares
|
$499,259
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
5,625
shares
|
$498,993
0.06% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,623
shares
|
$498,816
0.03% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
5,623
shares
|
$498,816
0.03% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
5,617
shares
|
$498,284
0.05% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
5,612
shares
|
$497,840
0.21% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,597
shares
|
$496,509
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,593
shares
|
$496,155
0.07% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
5,592
shares
|
$496,066
0.28% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
5,590
shares
|
$495,888
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
5,578
shares
|
$494,824
0.15% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
5,551
shares
|
$492,429
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
5,532
shares
|
$490,743
0.37% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,495
shares
|
$487,461
0.17% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
5,485
shares
|
$486,574
0.29% of portfolio
|
Q1 2025
Added 0.02%
|