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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
5,450
shares
|
$483,469
0.2% of portfolio
|
Q1 2024
Reduced 16.15%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
5,439
shares
|
$482,493
0.29% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
5,437
shares
|
$482,316
0.2% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
5,429
shares
|
$481,606
0.15% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
5,425
shares
|
$481,251
0.1% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
5,424
shares
|
$481,163
0.42% of portfolio
|
Q1 2024
Added 12.44%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
5,415
shares
|
$480,364
0.04% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
5,405
shares
|
$479,477
0.36% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
5,400
shares
|
$479,033
0.07% of portfolio
|
Q1 2024
Added 86.21%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,400
shares
|
$479,033
0.13% of portfolio
|
Q2 2022
Reduced 6.09%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
5,400
shares
|
$479,033
0.16% of portfolio
|
Q4 2024
Reduced 18.65%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,399
shares
|
$478,945
0.16% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,398
shares
|
$478,856
0.23% of portfolio
|
Q4 2022
Added 0.32%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
5,396
shares
|
$478,679
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,391
shares
|
$478,235
0.08% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,388
shares
|
$477,969
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,386
shares
|
$477,792
0.09% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,376
shares
|
$476,904
0.03% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,370
shares
|
$476,372
0.03% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
5,367
shares
|
$476,106
0.03% of portfolio
|
Q1 2025
Added 50.46%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
5,356
shares
|
$475,130
0.19% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,347
shares
|
$474,332
0.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
5,324
shares
|
$472,292
0.05% of portfolio
|
Q1 2025
Added 26.49%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
5,315
shares
|
$471,493
0.44% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
5,300
shares
|
$470,162
0.07% of portfolio
|
Q1 2025
Reduced 8.75%
|