Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,459 institutions that hold shares in the stock, with a total of 716 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
3,821
shares
|
$333,878
0.12% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,808
shares
|
$332,743
0.16% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
3,802
shares
|
$332,218
0.1% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
3,796
shares
|
$331,694
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,791
shares
|
$331,257
0.02% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
3,785
shares
|
$330,733
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
3,783
shares
|
$330,558
0.05% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,745
shares
|
$327,238
0.06% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
3,735
shares
|
$326,364
0.17% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
3,727
shares
|
$325,665
0.31% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,725
shares
|
$325,490
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,717
shares
|
$324,791
0.07% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,712
shares
|
$324,354
0.05% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
3,690
shares
|
$322,432
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,679
shares
|
$321,471
0.08% of portfolio
|
Q2 2022
Reduced 3.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,678
shares
|
$321,383
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
3,677
shares
|
$321,296
0.05% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
3,675
shares
|
$321,121
0.13% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
3,673
shares
|
$320,946
0.07% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
3,670
shares
|
$320,684
0.07% of portfolio
|
Q2 2023
Reduced 9.83%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,636
shares
|
$317,713
0.23% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
3,627
shares
|
$316,927
0.03% of portfolio
|
Q1 2025
Added 25.98%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
3,615
shares
|
$315,878
0.15% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
3,609
shares
|
$315,354
0.03% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
3,607
shares
|
$315,179
0.05% of portfolio
|
Q1 2025
Reduced 1.77%
|