Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,479 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 |
|---|---|---|---|---|---|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
3,931
shares
|
$369,356
0.14% of portfolio
|
Q1 2019
New holding
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
3,929
shares
|
$369,168
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,928
shares
|
$369,074
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,904
shares
|
$366,819
0.88% of portfolio
|
Q3 2023
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,886
shares
|
$365,128
0.07% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
3,879
shares
|
$364,470
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
3,877
shares
|
$364,282
0.19% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,877
shares
|
$364,282
0.05% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,872
shares
|
$363,813
0.18% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,861
shares
|
$362,779
0.05% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
3,859
shares
|
$362,591
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,853
shares
|
$362,027
0.01% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,853
shares
|
$362,027
0.04% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,840
shares
|
$360,806
0.01% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,834
shares
|
$360,242
0.03% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
3,825
shares
|
$359,397
0.1% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
3,821
shares
|
$359,021
0.12% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
3,807
shares
|
$357,705
0.06% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,802
shares
|
$357,235
0.1% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
3,798
shares
|
$356,860
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,791
shares
|
$356,202
0.02% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
3,783
shares
|
$355,450
0.05% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
3,775
shares
|
$354,699
0.18% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,772
shares
|
$354,417
0.07% of portfolio
|
Q2 2025
Added 50.82%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,771
shares
|
$354,323
0.11% of portfolio
|
Q2 2025
Reduced 6.45%
|