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 |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
5,101
shares
|
$452,509
0.48% of portfolio
|
Q1 2025
Reduced 40.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,099
shares
|
$452,332
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,095
shares
|
$451,977
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
5,079
shares
|
$450,558
0.27% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,077
shares
|
$450,380
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,073
shares
|
$450,025
0.21% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
5,068
shares
|
$449,582
0.04% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
5,060
shares
|
$448,872
0.1% of portfolio
|
Q1 2024
Reduced 26.02%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
5,041
shares
|
$447,187
0.28% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
5,038
shares
|
$446,920
0.07% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
5,034
shares
|
$446,566
0.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
5,032
shares
|
$446,388
0.22% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
5,019
shares
|
$445,235
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
5,010
shares
|
$444,437
0.06% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
5,006
shares
|
$444,082
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
5,002
shares
|
$443,727
0.16% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
5,000
shares
|
$443,549
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
4,994
shares
|
$443,017
0.12% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,986
shares
|
$442,308
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
4,965
shares
|
$440,445
0.2% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
4,961
shares
|
$440,090
0.21% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,950
shares
|
$439,114
0.05% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
4,921
shares
|
$436,541
0.03% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
4,920
shares
|
$436,453
0.04% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,900
shares
|
$434,678
0.07% of portfolio
|
Q2 2024
Reduced 3.64%
|