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 |
|---|---|---|---|---|---|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,688
shares
|
$252,564
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,685
shares
|
$252,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,685
shares
|
$252,282
0.12% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,684
shares
|
$252,188
0.03% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
2,676
shares
|
$251,436
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
2,659
shares
|
$249,839
0.0% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,658
shares
|
$249,745
0.26% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,655
shares
|
$249,463
0.09% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
2,650
shares
|
$248,993
0.03% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
2,646
shares
|
$248,618
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
2,634
shares
|
$247,490
0.13% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
2,633
shares
|
$247,396
0.2% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,632
shares
|
$247,302
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
2,630
shares
|
$247,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,629
shares
|
$247,020
0.06% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,628
shares
|
$246,926
0.18% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
2,624
shares
|
$246,551
0.17% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
2,624
shares
|
$246,551
0.07% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
2,624
shares
|
$246,551
0.1% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,623
shares
|
$246,457
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
2,620
shares
|
$246,175
0.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
2,618
shares
|
$245,987
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,616
shares
|
$245,799
0.08% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,610
shares
|
$245,235
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
2,609
shares
|
$245,141
0.22% of portfolio
|
Q2 2025
New holding
|