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 |
|---|---|---|---|---|---|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
4,892
shares
|
$459,652
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
4,883
shares
|
$458,806
0.06% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
4,877
shares
|
$458,242
0.34% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
4,850
shares
|
$455,705
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
4,848
shares
|
$455,518
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
4,837
shares
|
$454,484
0.22% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,833
shares
|
$454,108
0.07% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
4,793
shares
|
$450,350
0.18% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
4,780
shares
|
$449,128
0.38% of portfolio
|
Q2 2025
Added 93.91%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
4,775
shares
|
$448,658
0.04% of portfolio
|
Q4 2024
Added 45.8%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,772
shares
|
$448,377
0.1% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,758
shares
|
$447,061
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,754
shares
|
$446,685
0.16% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,752
shares
|
$446,497
0.08% of portfolio
|
Q1 2023
Reduced 6.55%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
4,751
shares
|
$446,403
0.03% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
4,747
shares
|
$446,028
0.23% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
4,736
shares
|
$444,994
0.05% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
4,729
shares
|
$444,336
0.41% of portfolio
|
Q2 2025
Reduced 48.15%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
4,726
shares
|
$444,054
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,719
shares
|
$443,397
0.04% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
4,710
shares
|
$442,551
0.1% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
4,703
shares
|
$441,893
0.04% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,697
shares
|
$441,330
0.02% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
4,697
shares
|
$441,330
0.19% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
4,681
shares
|
$439,826
0.04% of portfolio
|
Q2 2025
Added 2.29%
|