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 |
|---|---|---|---|---|---|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
1,179
shares
|
$110,778
0.08% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
1,163
shares
|
$109,275
0.02% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,163
shares
|
$109,275
0.09% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,154
shares
|
$108,429
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,151
shares
|
$108,147
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$108,054
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,134
shares
|
$106,550
0.0% of portfolio
|
Q2 2025
Reduced 81.01%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,132
shares
|
$106,362
0.11% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,129
shares
|
$106,080
0.07% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,116
shares
|
$104,859
0.08% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,111
shares
|
$104,389
0.02% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,097
shares
|
$103,074
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,087
shares
|
$102,134
0.02% of portfolio
|
Q2 2025
Added 805.83%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,074
shares
|
$100,913
0.01% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,069
shares
|
$100,443
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,068
shares
|
$100,349
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,063
shares
|
$99,879
0.05% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
1,028
shares
|
$96,590
0.06% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$93,960
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$93,960
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
974
shares
|
$91,517
0.04% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
971
shares
|
$91,235
0.0% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
967
shares
|
$90,859
0.03% of portfolio
|
Q4 2022
Reduced 38.84%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
950
shares
|
$89,262
0.07% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
947
shares
|
$88,980
0.01% of portfolio
|
Q2 2025
Added 0.96%
|