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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,495
shares
|
$398,751
0.05% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
4,491
shares
|
$398,396
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
4,480
shares
|
$397,420
0.37% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
4,475
shares
|
$396,977
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
4,475
shares
|
$396,977
0.32% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
4,474
shares
|
$396,888
0.32% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,467
shares
|
$396,267
0.31% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
4,458
shares
|
$395,469
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
4,457
shares
|
$395,380
0.12% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
4,455
shares
|
$395,203
0.04% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
4,452
shares
|
$394,936
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,449
shares
|
$394,670
0.12% of portfolio
|
Q1 2025
Reduced 50.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,440
shares
|
$393,872
0.02% of portfolio
|
Q2 2021
Added 81.97%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,437
shares
|
$393,606
0.06% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,436
shares
|
$393,517
0.09% of portfolio
|
Q1 2025
Added 46.45%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
4,435
shares
|
$393,428
0.04% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,432
shares
|
$393,162
0.04% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
4,432
shares
|
$393,162
0.04% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,429
shares
|
$392,896
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
4,425
shares
|
$392,541
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,424
shares
|
$392,453
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Bey Douglas LLC
Marietta, GA |
May 15, 2025 Q1 2025 |
4,423
shares
|
$392,364
0.38% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,418
shares
|
$391,920
0.03% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,403
shares
|
$390,590
0.0% of portfolio
|
Q1 2025
Reduced 71.65%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
4,386
shares
|
$389,082
0.12% of portfolio
|
Q1 2025
Added 13.6%
|