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 |
|---|---|---|---|---|---|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,471
shares
|
$303,295
0.15% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,468
shares
|
$303,033
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,460
shares
|
$302,334
0.09% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
3,459
shares
|
$302,247
0.21% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,454
shares
|
$301,810
0.01% of portfolio
|
Q1 2025
Added 30.05%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,452
shares
|
$301,635
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,452
shares
|
$301,635
0.03% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,452
shares
|
$301,635
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
3,450
shares
|
$301,461
0.38% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
3,446
shares
|
$301,111
0.07% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,435
shares
|
$300,150
0.05% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
3,420
shares
|
$298,839
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,408
shares
|
$297,791
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,402
shares
|
$297,266
0.18% of portfolio
|
Q4 2023
Reduced 6.85%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
3,397
shares
|
$296,829
0.16% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
3,386
shares
|
$295,868
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
3,383
shares
|
$295,606
0.05% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
3,379
shares
|
$295,257
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
3,377
shares
|
$295,082
0.08% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
3,341
shares
|
$291,936
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,333
shares
|
$291,237
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
3,327
shares
|
$290,713
0.13% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
3,327
shares
|
$290,713
0.11% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,314
shares
|
$289,577
0.07% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
3,307
shares
|
$288,965
0.06% of portfolio
|
Q1 2025
Added 6.44%
|