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 |
|---|---|---|---|---|---|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
4,671
shares
|
$414,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
4,667
shares
|
$414,009
0.18% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
4,660
shares
|
$413,388
0.29% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
4,650
shares
|
$412,501
0.17% of portfolio
|
Q3 2023
Added 8.14%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
4,645
shares
|
$412,057
0.01% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
4,629
shares
|
$410,638
0.06% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,629
shares
|
$410,638
0.09% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
4,621
shares
|
$409,928
0.1% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
4,620
shares
|
$409,840
0.09% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,619
shares
|
$409,751
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
4,615
shares
|
$409,396
0.09% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
4,612
shares
|
$409,130
0.12% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
4,595
shares
|
$407,622
0.02% of portfolio
|
Q1 2025
Reduced 41.98%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,591
shares
|
$407,267
0.02% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
4,576
shares
|
$405,936
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
4,572
shares
|
$405,582
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,571
shares
|
$405,493
0.05% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
4,560
shares
|
$404,517
0.2% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,559
shares
|
$404,428
0.06% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
4,558
shares
|
$404,340
0.48% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,555
shares
|
$404,074
0.11% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,551
shares
|
$403,719
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
4,550
shares
|
$403,630
0.35% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,545
shares
|
$403,186
0.03% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
4,513
shares
|
$400,348
0.42% of portfolio
|
Q3 2024
Added 3.44%
|