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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,373
shares
|
$222,967
0.04% of portfolio
|
Q4 2022
Added 6.89%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,370
shares
|
$222,685
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
2,358
shares
|
$221,557
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
2,358
shares
|
$221,557
0.14% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
2,351
shares
|
$220,899
0.02% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,348
shares
|
$220,618
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,347
shares
|
$220,524
0.07% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,346
shares
|
$220,430
0.11% of portfolio
|
Q2 2024
Reduced 80.87%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
2,346
shares
|
$220,430
0.18% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
2,340
shares
|
$219,866
0.1% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,326
shares
|
$218,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
2,325
shares
|
$218,457
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,320
shares
|
$217,987
0.02% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,315
shares
|
$217,517
0.01% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
2,311
shares
|
$217,141
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,308
shares
|
$216,859
0.02% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
2,307
shares
|
$216,765
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,305
shares
|
$216,577
0.15% of portfolio
|
Q2 2025
Reduced 55.62%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
2,300
shares
|
$216,108
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
2,299
shares
|
$216,014
0.12% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,298
shares
|
$215,920
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,293
shares
|
$215,450
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
2,280
shares
|
$214,228
0.02% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,280
shares
|
$214,228
0.19% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
2,274
shares
|
$213,665
0.1% of portfolio
|
Q2 2025
Added 4.03%
|