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 |
|---|---|---|---|---|---|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
5,290
shares
|
$469,275
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,282
shares
|
$468,566
0.04% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
5,260
shares
|
$466,614
0.06% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
5,250
shares
|
$465,727
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
5,235
shares
|
$464,396
0.1% of portfolio
|
Q4 2023
Reduced 3.41%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
5,218
shares
|
$462,888
0.14% of portfolio
|
Q1 2025
Added 31.54%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
5,215
shares
|
$462,622
0.05% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
5,215
shares
|
$462,622
0.18% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
5,213
shares
|
$462,445
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,208
shares
|
$462,001
0.03% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,204
shares
|
$461,646
0.02% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
5,201
shares
|
$461,380
0.06% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
5,194
shares
|
$460,759
0.37% of portfolio
|
Q1 2025
Reduced 54.33%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,190
shares
|
$460,404
0.02% of portfolio
|
Q4 2022
Added 7.61%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
5,185
shares
|
$459,961
0.23% of portfolio
|
Q2 2022
Reduced 46.71%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
5,177
shares
|
$459,251
0.03% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,173
shares
|
$458,896
0.03% of portfolio
|
Q3 2022
Added 1.53%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
5,172
shares
|
$458,808
0.02% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
5,160
shares
|
$457,743
0.34% of portfolio
|
Q2 2023
Added 3.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,150
shares
|
$456,856
0.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
5,139
shares
|
$455,880
0.09% of portfolio
|
Q1 2025
Added 59.1%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
5,138
shares
|
$455,791
0.15% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
5,138
shares
|
$455,791
0.07% of portfolio
|
Q1 2025
Reduced 52.68%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,132
shares
|
$455,259
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
5,110
shares
|
$453,308
0.19% of portfolio
|
Q1 2025
Reduced 0.8%
|