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 |
|---|---|---|---|---|---|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
2,453
shares
|
$230,483
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,452
shares
|
$230,389
0.05% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$230,201
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
2,449
shares
|
$230,108
0.07% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,448
shares
|
$230,014
0.09% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,439
shares
|
$229,168
0.03% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,435
shares
|
$228,792
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
2,422
shares
|
$227,571
0.18% of portfolio
|
Q4 2024
Reduced 78.94%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
2,418
shares
|
$227,195
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,414
shares
|
$226,819
0.02% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
2,413
shares
|
$226,725
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
2,405
shares
|
$225,973
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
2,404
shares
|
$225,879
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$225,503
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$225,503
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
2,400
shares
|
$225,503
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,391
shares
|
$224,658
0.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
2,390
shares
|
$224,564
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,388
shares
|
$224,376
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,386
shares
|
$224,188
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
2,386
shares
|
$224,188
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
2,381
shares
|
$223,718
0.1% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,379
shares
|
$223,530
0.06% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,378
shares
|
$223,436
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
2,374
shares
|
$223,061
0.07% of portfolio
|
Q1 2025
New holding
|