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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
2,210
shares
|
$193,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
2,208
shares
|
$193,818
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,202
shares
|
$193,291
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,201
shares
|
$193,203
0.02% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
2,200
shares
|
$193,116
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
2,200
shares
|
$193,116
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
2,200
shares
|
$193,116
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
2,200
shares
|
$193,116
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,200
shares
|
$193,116
0.03% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,199
shares
|
$193,028
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
2,186
shares
|
$191,887
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,181
shares
|
$191,448
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,181
shares
|
$191,448
0.19% of portfolio
|
Q1 2025
Added 296.55%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,179
shares
|
$191,272
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
2,177
shares
|
$191,097
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,155
shares
|
$189,165
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
2,155
shares
|
$189,165
0.02% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,108
shares
|
$185,040
0.03% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,106
shares
|
$184,864
0.0% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
2,095
shares
|
$183,899
0.02% of portfolio
|
Q1 2025
Added 42.71%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
2,095
shares
|
$183,899
0.12% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
2,089
shares
|
$183,372
0.14% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,075
shares
|
$182,143
0.02% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
2,060
shares
|
$180,826
0.06% of portfolio
|
Q1 2024
Added 31.71%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,036
shares
|
$178,720
0.05% of portfolio
|
Q1 2025
Reduced 26.76%
|