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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,924
shares
|
$256,668
0.1% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
2,918
shares
|
$256,142
0.05% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,907
shares
|
$255,176
0.25% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Gateway Investment Advisers LLC
|
Apr 11, 2025 Q1 2025 |
2,906
shares
|
$255,088
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,906
shares
|
$255,088
0.04% of portfolio
|
Q1 2025
Added 63.26%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
2,905
shares
|
$255,000
0.12% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
2,902
shares
|
$254,737
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$254,562
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
2,896
shares
|
$254,210
0.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,892
shares
|
$253,859
0.03% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
2,892
shares
|
$253,859
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
2,891
shares
|
$253,771
0.09% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
2,885
shares
|
$253,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
2,883
shares
|
$253,069
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
2,879
shares
|
$252,718
0.23% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,878
shares
|
$252,630
0.05% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,878
shares
|
$252,630
0.03% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,874
shares
|
$252,279
0.02% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
2,872
shares
|
$252,104
0.27% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,869
shares
|
$251,840
0.05% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
2,867
shares
|
$251,665
0.05% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
2,864
shares
|
$251,401
0.24% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,863
shares
|
$251,314
0.02% of portfolio
|
Q4 2022
Reduced 83.59%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,827
shares
|
$248,154
0.14% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,826
shares
|
$248,066
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|