Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,448 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
3,199
shares
|
$280,808
0.02% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,195
shares
|
$280,457
0.02% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,194
shares
|
$280,369
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
3,188
shares
|
$279,842
0.04% of portfolio
|
Q1 2025
Added 46.24%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
3,181
shares
|
$279,228
0.24% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
3,173
shares
|
$278,525
0.1% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,173
shares
|
$278,525
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
3,171
shares
|
$278,350
0.07% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
3,171
shares
|
$278,350
0.0% of portfolio
|
Q4 2024
Reduced 82.34%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
3,164
shares
|
$277,735
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
3,160
shares
|
$277,384
0.12% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,158
shares
|
$277,209
0.22% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
3,156
shares
|
$277,033
0.18% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,155
shares
|
$276,945
0.03% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
3,151
shares
|
$276,594
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
3,150
shares
|
$276,507
0.05% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
3,150
shares
|
$276,507
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,150
shares
|
$276,507
0.15% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,148
shares
|
$276,331
0.2% of portfolio
|
Q4 2023
Added 13.69%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
3,144
shares
|
$275,980
0.05% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
3,139
shares
|
$275,541
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
3,137
shares
|
$275,365
0.11% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,128
shares
|
$274,575
0.18% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,124
shares
|
$274,224
0.01% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
3,118
shares
|
$273,698
0.07% of portfolio
|
Q1 2025
Added 5.62%
|