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 |
|---|---|---|---|---|---|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
4,085
shares
|
$362,380
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
4,080
shares
|
$361,936
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
4,078
shares
|
$361,759
0.15% of portfolio
|
Q1 2025
Added 295.54%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
4,075
shares
|
$361,493
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
4,067
shares
|
$360,783
0.11% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
4,061
shares
|
$360,251
0.05% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,045
shares
|
$358,831
0.0% of portfolio
|
Q4 2024
Added 35.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,044
shares
|
$358,743
0.04% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
4,043
shares
|
$358,654
0.08% of portfolio
|
Q4 2024
Added 9302.33%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,031
shares
|
$357,590
0.12% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
4,027
shares
|
$357,235
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,021
shares
|
$356,702
0.06% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
4,021
shares
|
$356,702
0.27% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
4,018
shares
|
$356,436
0.4% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
4,014
shares
|
$356,081
0.01% of portfolio
|
Q1 2025
Added 163.56%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
4,011
shares
|
$355,815
0.06% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
4,007
shares
|
$355,460
0.22% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
4,000
shares
|
$354,840
0.17% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
3,999
shares
|
$354,751
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
3,996
shares
|
$354,485
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,988
shares
|
$353,775
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
3,980
shares
|
$353,065
0.11% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,979
shares
|
$352,977
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,978
shares
|
$352,888
0.2% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
3,976
shares
|
$352,710
0.05% of portfolio
|
Q1 2025
Added 9.26%
|