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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
2,812
shares
|
$246,837
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,812
shares
|
$246,837
0.09% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
2,808
shares
|
$246,486
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,807
shares
|
$246,398
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,803
shares
|
$246,047
0.18% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
2,800
shares
|
$245,784
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
2,788
shares
|
$244,730
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,779
shares
|
$243,940
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
2,773
shares
|
$243,413
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,769
shares
|
$243,062
0.01% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
2,765
shares
|
$242,711
0.19% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,764
shares
|
$242,623
0.05% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
2,755
shares
|
$241,833
0.12% of portfolio
|
Q3 2024
Added 22.17%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,755
shares
|
$241,833
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,754
shares
|
$241,746
0.1% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,748
shares
|
$241,219
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
2,725
shares
|
$239,200
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
2,715
shares
|
$238,322
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,708
shares
|
$237,708
0.03% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,707
shares
|
$237,620
0.02% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
2,705
shares
|
$237,444
0.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,700
shares
|
$237,006
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
2,699
shares
|
$236,918
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,698
shares
|
$236,830
0.23% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
2,698
shares
|
$236,830
0.08% of portfolio
|
Q4 2024
Reduced 0.07%
|