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 |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,202
shares
|
$206,899
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,201
shares
|
$206,805
0.02% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
2,201
shares
|
$206,805
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.03% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Advent Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
2,200
shares
|
$206,712
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,195
shares
|
$206,242
0.17% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,181
shares
|
$204,926
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
2,179
shares
|
$204,738
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
2,177
shares
|
$204,550
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,155
shares
|
$202,483
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,155
shares
|
$202,483
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,130
shares
|
$200,134
0.05% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,111
shares
|
$198,349
0.04% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
2,095
shares
|
$196,846
0.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
2,089
shares
|
$196,282
0.12% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,075
shares
|
$194,967
0.02% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
2,061
shares
|
$193,651
0.05% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,048
shares
|
$192,430
0.07% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,026
shares
|
$190,362
0.03% of portfolio
|
Q2 2025
Added 36.98%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
2,006
shares
|
$188,483
0.13% of portfolio
|
Q3 2024
Reduced 16.63%
|