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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,605
shares
|
$244,765
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,602
shares
|
$244,483
0.08% of portfolio
|
Q2 2025
Reduced 26.68%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
2,600
shares
|
$244,295
0.1% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
2,600
shares
|
$244,295
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
2,600
shares
|
$244,295
0.04% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,589
shares
|
$243,262
0.02% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,589
shares
|
$243,262
0.09% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,589
shares
|
$243,262
0.03% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,588
shares
|
$243,168
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
2,586
shares
|
$242,980
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,580
shares
|
$242,416
0.1% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
2,580
shares
|
$242,416
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
2,580
shares
|
$242,416
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,579
shares
|
$242,322
0.06% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,579
shares
|
$242,322
0.02% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
2,576
shares
|
$242,040
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
2,573
shares
|
$241,759
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
2,569
shares
|
$241,383
0.15% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,567
shares
|
$241,195
0.23% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,565
shares
|
$241,007
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,559
shares
|
$240,443
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,553
shares
|
$239,879
0.11% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
2,551
shares
|
$239,691
0.04% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
2,550
shares
|
$239,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,549
shares
|
$239,504
0.01% of portfolio
|
Q2 2025
New holding
|