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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,368
shares
|
$387,485
0.06% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,365
shares
|
$387,219
0.08% of portfolio
|
Q4 2021
Added 0.32%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,363
shares
|
$387,041
0.32% of portfolio
|
Q1 2022
Added 1.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,363
shares
|
$387,041
0.05% of portfolio
|
Q2 2023
Reduced 19.41%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
4,353
shares
|
$386,154
0.08% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,345
shares
|
$385,444
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,336
shares
|
$384,646
0.03% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
4,334
shares
|
$384,469
0.19% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
4,326
shares
|
$383,759
0.14% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
4,316
shares
|
$382,872
0.34% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,302
shares
|
$381,630
0.17% of portfolio
|
Q4 2021
Reduced 8.51%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,298
shares
|
$381,275
0.19% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
4,290
shares
|
$380,565
0.24% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,283
shares
|
$379,944
0.31% of portfolio
|
Q1 2025
Added 84.06%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
4,278
shares
|
$379,501
0.0% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,278
shares
|
$379,501
0.06% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,274
shares
|
$379,146
0.09% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
4,261
shares
|
$377,993
0.14% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,258
shares
|
$377,727
0.11% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
4,255
shares
|
$377,461
0.06% of portfolio
|
Q1 2025
Added 54.45%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
4,253
shares
|
$377,283
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
4,241
shares
|
$376,219
0.0% of portfolio
|
Q1 2025
Reduced 98.43%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,240
shares
|
$376,130
0.04% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
4,238
shares
|
$375,952
0.28% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
4,230
shares
|
$375,243
0.06% of portfolio
|
Q4 2024
Reduced 0.94%
|