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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,601
shares
|
$140,535
0.05% of portfolio
|
Q3 2023
Added 6.66%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,588
shares
|
$139,394
0.08% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
1,576
shares
|
$138,341
0.02% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,558
shares
|
$136,761
0.07% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,552
shares
|
$136,234
0.03% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,550
shares
|
$136,059
0.02% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
1,523
shares
|
$133,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,500
shares
|
$131,670
0.05% of portfolio
|
Q2 2023
Reduced 5.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,486
shares
|
$130,441
0.06% of portfolio
|
Q3 2024
Added 107.54%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,479
shares
|
$129,826
0.02% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,479
shares
|
$129,826
0.02% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,451
shares
|
$127,368
0.1% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,450
shares
|
$127,281
0.07% of portfolio
|
Q1 2023
Reduced 85.24%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,434
shares
|
$125,876
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,357
shares
|
$119,117
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,356
shares
|
$119,029
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,347
shares
|
$118,239
0.01% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,329
shares
|
$116,659
0.04% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,310
shares
|
$114,991
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
1,301
shares
|
$114,201
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,299
shares
|
$114,026
0.02% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,273
shares
|
$111,743
0.04% of portfolio
|
Q1 2024
Added 47.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,263
shares
|
$110,866
0.01% of portfolio
|
Q4 2024
Added 206.55%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,216
shares
|
$106,740
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,207
shares
|
$105,950
0.02% of portfolio
|
Q1 2025
Added 7946.67%
|