Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,439 institutions that hold shares in the stock, with a total of 711 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 |
|---|---|---|---|---|---|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
2,467
shares
|
$216,553
0.09% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,466
shares
|
$216,465
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
2,466
shares
|
$216,465
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
2,465
shares
|
$216,377
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,465
shares
|
$216,377
0.15% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,464
shares
|
$216,289
0.08% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
2,464
shares
|
$216,289
0.02% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,460
shares
|
$215,938
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
2,460
shares
|
$215,938
0.04% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
2,455
shares
|
$215,499
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
2,453
shares
|
$215,324
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
2,450
shares
|
$215,061
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,442
shares
|
$214,358
0.05% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
2,438
shares
|
$214,007
0.14% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,431
shares
|
$213,393
0.05% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,431
shares
|
$213,393
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
2,426
shares
|
$212,954
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
2,422
shares
|
$212,603
0.18% of portfolio
|
Q4 2024
Reduced 78.94%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
2,407
shares
|
$211,286
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,406
shares
|
$211,198
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
2,405
shares
|
$211,110
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
2,404
shares
|
$211,023
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
2,400
shares
|
$210,672
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
2,400
shares
|
$210,672
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
2,400
shares
|
$210,672
0.06% of portfolio
|
Q1 2025
New holding
|