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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,426
shares
|
$415,866
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
4,425
shares
|
$415,773
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,418
shares
|
$415,115
0.03% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
4,384
shares
|
$411,920
0.03% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,383
shares
|
$411,826
0.02% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,376
shares
|
$411,168
0.18% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,376
shares
|
$411,168
0.05% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,370
shares
|
$410,605
0.01% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,365
shares
|
$410,135
0.08% of portfolio
|
Q4 2021
Added 0.32%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,363
shares
|
$409,947
0.32% of portfolio
|
Q1 2022
Added 1.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,363
shares
|
$409,947
0.05% of portfolio
|
Q2 2023
Reduced 19.41%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
4,351
shares
|
$408,819
0.08% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,350
shares
|
$408,726
0.08% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,350
shares
|
$408,726
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
4,345
shares
|
$408,256
0.01% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,345
shares
|
$408,256
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,340
shares
|
$407,786
0.17% of portfolio
|
Q2 2025
Added 43.19%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
4,305
shares
|
$404,497
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
4,304
shares
|
$404,403
0.18% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,302
shares
|
$404,215
0.17% of portfolio
|
Q4 2021
Reduced 8.51%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
4,290
shares
|
$403,088
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
4,290
shares
|
$403,088
0.2% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,275
shares
|
$401,679
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
4,273
shares
|
$401,491
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,258
shares
|
$400,081
0.11% of portfolio
|
Q1 2025
Added 12.02%
|