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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,452
shares
|
$324,349
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,450
shares
|
$324,162
0.37% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,435
shares
|
$322,752
0.05% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
3,423
shares
|
$321,625
0.02% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
3,409
shares
|
$320,309
0.02% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,408
shares
|
$320,215
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,402
shares
|
$319,651
0.18% of portfolio
|
Q4 2023
Reduced 6.85%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
3,398
shares
|
$319,276
0.0% of portfolio
|
Q2 2025
Reduced 25.68%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
3,386
shares
|
$318,148
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
3,384
shares
|
$317,960
0.19% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
3,363
shares
|
$315,987
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,353
shares
|
$315,047
0.08% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,341
shares
|
$313,920
0.07% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
3,341
shares
|
$313,920
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
3,330
shares
|
$312,886
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,314
shares
|
$311,383
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,307
shares
|
$310,725
0.06% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
3,305
shares
|
$310,537
0.12% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,305
shares
|
$310,537
0.29% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
3,302
shares
|
$310,255
0.38% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,301
shares
|
$310,161
0.32% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,301
shares
|
$310,161
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
3,300
shares
|
$310,068
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,294
shares
|
$309,504
0.06% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
3,292
shares
|
$309,316
0.16% of portfolio
|
Q2 2025
Reduced 59.88%
|