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 |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,546
shares
|
$239,222
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
2,545
shares
|
$239,128
0.16% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,542
shares
|
$238,846
0.07% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
2,542
shares
|
$238,846
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,535
shares
|
$238,188
0.0% of portfolio
|
Q2 2025
Reduced 47.57%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,525
shares
|
$237,248
0.08% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,519
shares
|
$236,685
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,510
shares
|
$235,839
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
2,502
shares
|
$235,087
0.17% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
2,502
shares
|
$235,087
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,500
shares
|
$234,899
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$234,899
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$234,899
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,490
shares
|
$233,960
0.04% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,489
shares
|
$233,866
0.12% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
2,486
shares
|
$233,584
0.14% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
2,484
shares
|
$233,396
0.11% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
2,474
shares
|
$232,457
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,474
shares
|
$232,457
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
2,472
shares
|
$232,269
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,471
shares
|
$232,175
0.01% of portfolio
|
Q2 2025
Added 39.68%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
2,467
shares
|
$231,799
0.1% of portfolio
|
Q2 2025
Reduced 74.9%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
2,467
shares
|
$231,799
0.21% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,461
shares
|
$231,235
0.07% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,460
shares
|
$231,141
0.03% of portfolio
|
Q1 2025
Added 8.85%
|