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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
2,032
shares
|
$178,368
0.07% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
2,006
shares
|
$176,086
0.13% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
2,006
shares
|
$176,086
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,984
shares
|
$174,155
0.01% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,922
shares
|
$168,713
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,917
shares
|
$168,274
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,915
shares
|
$168,098
0.07% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
1,906
shares
|
$167,308
0.0% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,867
shares
|
$163,885
0.17% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,854
shares
|
$162,744
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,850
shares
|
$162,393
0.02% of portfolio
|
Q1 2025
Added 67.88%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
1,839
shares
|
$161,427
0.07% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,832
shares
|
$160,812
0.01% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
1,795
shares
|
$157,565
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,769
shares
|
$155,282
0.01% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
1,763
shares
|
$154,756
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,761
shares
|
$154,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,747
shares
|
$153,351
0.01% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,727
shares
|
$151,596
0.01% of portfolio
|
Q3 2019
Added 58.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,722
shares
|
$151,157
0.02% of portfolio
|
Q1 2022
Added 47.05%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,677
shares
|
$147,207
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,666
shares
|
$146,241
0.02% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,658
shares
|
$145,539
0.01% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,630
shares
|
$143,081
0.09% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,606
shares
|
$140,974
0.01% of portfolio
|
Q3 2023
Added 0.06%
|