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 |
|---|---|---|---|---|---|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
5,077
shares
|
$477,034
0.24% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,077
shares
|
$477,034
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
5,067
shares
|
$476,095
0.1% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
5,061
shares
|
$475,531
0.09% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
5,060
shares
|
$475,437
0.09% of portfolio
|
Q1 2024
Reduced 26.02%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
5,059
shares
|
$475,343
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
5,057
shares
|
$475,155
0.03% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,047
shares
|
$474,216
0.03% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
5,040
shares
|
$473,558
0.15% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
5,038
shares
|
$473,370
0.06% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
5,036
shares
|
$473,182
0.25% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
5,025
shares
|
$472,148
0.18% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
5,011
shares
|
$470,833
0.23% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
4,988
shares
|
$468,672
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
4,980
shares
|
$467,920
0.07% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
4,954
shares
|
$465,477
0.19% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,953
shares
|
$465,383
0.06% of portfolio
|
Q2 2025
Added 24.57%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
4,953
shares
|
$465,383
0.16% of portfolio
|
Q2 2025
Added 34.78%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,940
shares
|
$464,162
0.16% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,937
shares
|
$463,880
0.03% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,932
shares
|
$463,410
0.11% of portfolio
|
Q2 2025
Added 49.77%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
4,923
shares
|
$462,565
0.18% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
4,920
shares
|
$462,283
0.04% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
4,905
shares
|
$460,873
0.07% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,900
shares
|
$460,403
0.07% of portfolio
|
Q2 2024
Reduced 3.64%
|