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 |
|---|---|---|---|---|---|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,174
shares
|
$298,229
0.1% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
3,171
shares
|
$297,947
0.09% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
3,162
shares
|
$297,101
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,159
shares
|
$296,819
0.05% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
3,156
shares
|
$296,537
0.16% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
3,153
shares
|
$296,255
0.1% of portfolio
|
Q2 2025
Reduced 40.4%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
3,150
shares
|
$295,974
0.07% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
3,150
shares
|
$295,974
0.13% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,148
shares
|
$295,786
0.2% of portfolio
|
Q4 2023
Added 13.69%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
3,141
shares
|
$295,128
0.02% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
3,139
shares
|
$294,940
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,123
shares
|
$293,437
0.05% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,120
shares
|
$293,155
0.05% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
3,112
shares
|
$292,403
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
3,112
shares
|
$292,403
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,111
shares
|
$292,309
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,111
shares
|
$292,309
0.09% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
3,107
shares
|
$291,933
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
3,100
shares
|
$291,276
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,098
shares
|
$291,088
0.04% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
3,096
shares
|
$290,900
0.04% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
3,091
shares
|
$290,430
0.18% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,084
shares
|
$289,772
0.04% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,068
shares
|
$288,269
0.07% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,065
shares
|
$287,987
0.02% of portfolio
|
Q2 2024
Reduced 17.5%
|