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 |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
2,393
shares
|
$210,057
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,392
shares
|
$209,969
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
2,391
shares
|
$209,881
0.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,388
shares
|
$209,618
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,386
shares
|
$209,443
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,386
shares
|
$209,443
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
2,374
shares
|
$208,389
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,373
shares
|
$208,301
0.04% of portfolio
|
Q4 2022
Added 6.89%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
2,370
shares
|
$208,038
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,362
shares
|
$207,336
0.02% of portfolio
|
Q1 2025
Added 31.73%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
2,361
shares
|
$207,248
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
2,358
shares
|
$206,985
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
2,352
shares
|
$206,458
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,346
shares
|
$205,931
0.11% of portfolio
|
Q2 2024
Reduced 80.87%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,336
shares
|
$205,054
0.03% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,329
shares
|
$204,439
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,326
shares
|
$204,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
2,325
shares
|
$204,088
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
2,320
shares
|
$203,649
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,315
shares
|
$203,210
0.01% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,312
shares
|
$202,947
0.09% of portfolio
|
Q4 2024
Reduced 47.75%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
2,311
shares
|
$202,859
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
2,310
shares
|
$202,771
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
2,307
shares
|
$202,508
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,307
shares
|
$202,508
0.08% of portfolio
|
Q1 2025
New holding
|