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 |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
2,600
shares
|
$228,228
0.05% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
2,591
shares
|
$227,437
0.07% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,589
shares
|
$227,262
0.02% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,589
shares
|
$227,262
0.09% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
2,586
shares
|
$226,999
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,585
shares
|
$226,911
0.05% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,577
shares
|
$226,209
0.1% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
2,576
shares
|
$226,121
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
2,574
shares
|
$225,945
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,573
shares
|
$225,857
0.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
2,573
shares
|
$225,857
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,570
shares
|
$225,594
0.07% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,566
shares
|
$225,243
0.04% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,565
shares
|
$225,155
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,558
shares
|
$224,541
0.04% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
2,558
shares
|
$224,541
0.16% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
2,550
shares
|
$223,839
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
2,544
shares
|
$223,312
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,542
shares
|
$223,136
0.07% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
2,542
shares
|
$223,136
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
2,538
shares
|
$222,785
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
2,529
shares
|
$221,995
0.07% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
2,528
shares
|
$221,907
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
2,522
shares
|
$221,381
0.04% of portfolio
|
Q1 2025
Added 99.84%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,510
shares
|
$220,327
0.15% of portfolio
|
Q4 2024
Added 0.08%
|