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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
3,008
shares
|
$264,042
0.11% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
3,002
shares
|
$263,515
0.14% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,001
shares
|
$263,427
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
3,000
shares
|
$263,340
0.17% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Asset Management Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,000
shares
|
$263,340
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,000
shares
|
$263,340
0.22% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
3,000
shares
|
$263,340
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
3,000
shares
|
$263,340
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,999
shares
|
$263,252
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
2,993
shares
|
$262,725
0.01% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,988
shares
|
$262,286
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
2,984
shares
|
$261,935
0.23% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
2,982
shares
|
$261,759
0.12% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
2,979
shares
|
$261,496
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
2,976
shares
|
$261,233
0.27% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
2,966
shares
|
$260,355
0.21% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,958
shares
|
$259,653
0.18% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
2,955
shares
|
$259,389
0.03% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,952
shares
|
$259,126
1.25% of portfolio
|
Q3 2022
Reduced 47.95%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,950
shares
|
$258,951
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
2,950
shares
|
$258,951
0.11% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
2,943
shares
|
$258,336
0.05% of portfolio
|
Q1 2025
Reduced 34.83%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
2,940
shares
|
$258,073
0.16% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,930
shares
|
$257,195
0.02% of portfolio
|
Q1 2025
Added 131.99%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
2,926
shares
|
$256,844
0.03% of portfolio
|
Q4 2023
New holding
|