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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,672
shares
|
$438,981
0.11% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
4,665
shares
|
$438,323
0.31% of portfolio
|
Q2 2025
Added 47.02%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
4,660
shares
|
$437,853
0.25% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
4,650
shares
|
$436,914
0.17% of portfolio
|
Q3 2023
Added 8.14%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,638
shares
|
$435,786
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jul 25, 2025 Q2 2025 |
4,633
shares
|
$435,316
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,629
shares
|
$434,940
0.06% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
4,619
shares
|
$434,001
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
4,615
shares
|
$433,625
0.08% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
4,613
shares
|
$433,437
0.03% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
4,608
shares
|
$432,967
0.04% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,600
shares
|
$432,216
0.1% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
4,591
shares
|
$431,370
0.15% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
4,575
shares
|
$429,867
0.12% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
4,573
shares
|
$429,679
0.13% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,572
shares
|
$429,585
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,568
shares
|
$429,209
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
4,560
shares
|
$428,457
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,555
shares
|
$427,987
0.11% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
4,550
shares
|
$427,518
0.32% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,546
shares
|
$427,142
0.06% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
4,533
shares
|
$425,920
0.03% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
4,531
shares
|
$425,732
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,529
shares
|
$425,544
0.02% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
4,527
shares
|
$425,356
0.18% of portfolio
|
Q2 2025
Added 25.23%
|