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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,060
shares
|
$287,517
0.01% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$287,517
0.05% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,058
shares
|
$287,329
0.23% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
3,049
shares
|
$286,484
0.16% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,042
shares
|
$285,826
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
3,037
shares
|
$285,356
0.1% of portfolio
|
Q2 2025
Reduced 46.85%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
3,030
shares
|
$284,698
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,027
shares
|
$284,416
0.03% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
3,024
shares
|
$284,135
0.03% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,022
shares
|
$283,947
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
3,016
shares
|
$283,383
0.19% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
3,013
shares
|
$283,101
0.09% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
3,002
shares
|
$282,067
0.13% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,001
shares
|
$281,973
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
3,000
shares
|
$281,880
0.17% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Asset Management Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$281,880
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
3,000
shares
|
$281,880
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$281,880
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
3,000
shares
|
$281,880
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
2,997
shares
|
$281,598
0.05% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
2,993
shares
|
$281,222
0.01% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
2,990
shares
|
$280,940
0.13% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
2,989
shares
|
$280,846
0.1% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
2,989
shares
|
$280,846
0.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,988
shares
|
$280,752
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|