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 |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
2,696
shares
|
$236,654
0.14% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,694
shares
|
$236,479
0.08% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,693
shares
|
$236,391
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
2,689
shares
|
$236,040
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,688
shares
|
$235,952
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,682
shares
|
$235,425
0.05% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
2,676
shares
|
$234,899
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
2,671
shares
|
$234,460
0.05% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
2,670
shares
|
$234,372
0.16% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,661
shares
|
$233,582
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2,656
shares
|
$233,143
0.29% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
2,653
shares
|
$232,880
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
2,652
shares
|
$232,792
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
2,649
shares
|
$232,529
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,646
shares
|
$232,265
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,640
shares
|
$231,739
0.05% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,634
shares
|
$231,212
0.01% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,626
shares
|
$230,510
0.03% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
2,617
shares
|
$229,720
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
2,616
shares
|
$229,632
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
2,612
shares
|
$229,281
0.14% of portfolio
|
Q1 2025
Reduced 30.35%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
2,611
shares
|
$229,193
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
2,610
shares
|
$229,105
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,609
shares
|
$229,018
0.09% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
2,606
shares
|
$228,754
0.19% of portfolio
|
Q1 2025
New holding
|