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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,885
shares
|
$433,348
0.04% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,876
shares
|
$432,549
0.59% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
4,874
shares
|
$432,372
0.12% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
4,858
shares
|
$430,953
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
4,848
shares
|
$430,066
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,840
shares
|
$429,356
0.23% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
4,835
shares
|
$428,912
0.01% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,812
shares
|
$426,872
0.03% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,800
shares
|
$425,807
0.0% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,798
shares
|
$425,630
0.08% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
4,784
shares
|
$424,388
0.19% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
4,775
shares
|
$423,590
0.05% of portfolio
|
Q4 2024
Added 45.8%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
4,756
shares
|
$421,904
0.07% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,752
shares
|
$421,549
0.08% of portfolio
|
Q1 2023
Reduced 6.55%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,751
shares
|
$421,461
0.06% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
4,751
shares
|
$421,461
0.03% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
4,742
shares
|
$420,662
0.24% of portfolio
|
Q1 2025
Added 84.3%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
4,737
shares
|
$420,219
0.13% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
4,729
shares
|
$419,509
0.11% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,729
shares
|
$419,509
0.17% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
4,710
shares
|
$417,824
0.11% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,706
shares
|
$417,469
0.15% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,689
shares
|
$415,961
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,678
shares
|
$414,985
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
4,674
shares
|
$414,630
0.14% of portfolio
|
Q1 2025
Reduced 0.93%
|