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 |
|---|---|---|---|---|---|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
2,879
shares
|
$270,510
0.09% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,878
shares
|
$270,416
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,878
shares
|
$270,416
0.03% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,874
shares
|
$270,041
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
2,874
shares
|
$270,041
0.23% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,874
shares
|
$270,041
0.02% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
2,873
shares
|
$269,947
0.19% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
2,864
shares
|
$269,101
0.21% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,863
shares
|
$269,007
0.02% of portfolio
|
Q4 2022
Reduced 83.59%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,862
shares
|
$268,913
0.03% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
2,861
shares
|
$268,819
0.2% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
2,855
shares
|
$268,255
0.13% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
2,850
shares
|
$267,786
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
2,842
shares
|
$267,034
0.13% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
2,838
shares
|
$266,658
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
2,833
shares
|
$266,188
0.19% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,829
shares
|
$265,812
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Aug 14, 2025 Q2 2025 |
2,825
shares
|
$265,437
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
2,822
shares
|
$265,155
0.05% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,819
shares
|
$264,873
0.08% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
2,812
shares
|
$264,215
0.01% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
2,800
shares
|
$263,088
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,797
shares
|
$262,806
0.04% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
2,796
shares
|
$262,712
0.16% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
2,795
shares
|
$262,618
0.28% of portfolio
|
Q2 2025
New holding
|