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 |
|---|---|---|---|---|---|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
2,794
shares
|
$262,524
0.1% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,794
shares
|
$262,524
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,785
shares
|
$261,678
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
2,783
shares
|
$261,490
0.16% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,779
shares
|
$261,114
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,778
shares
|
$261,020
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,773
shares
|
$260,551
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,769
shares
|
$260,175
0.01% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
2,765
shares
|
$259,799
0.17% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,763
shares
|
$259,611
0.03% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,756
shares
|
$258,953
0.05% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,756
shares
|
$258,953
0.04% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,748
shares
|
$258,202
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
2,728
shares
|
$256,322
0.03% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
2,722
shares
|
$255,759
0.14% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,721
shares
|
$255,665
0.12% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
2,715
shares
|
$255,101
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,710
shares
|
$254,631
0.04% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,707
shares
|
$254,349
0.02% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,700
shares
|
$253,691
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
2,698
shares
|
$253,504
0.2% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2,698
shares
|
$253,504
0.06% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
2,698
shares
|
$253,504
0.07% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,693
shares
|
$253,034
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
2,689
shares
|
$252,658
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|