Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
967
shares
|
$84,883
0.03% of portfolio
|
Q4 2022
Reduced 38.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
959
shares
|
$84,181
0.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
950
shares
|
$83,391
0.07% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
938
shares
|
$82,337
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
934
shares
|
$81,986
0.02% of portfolio
|
Q1 2025
Added 71.38%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
914
shares
|
$80,230
0.16% of portfolio
|
Q1 2025
Added 444.05%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
898
shares
|
$78,826
0.03% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
888
shares
|
$77,948
0.08% of portfolio
|
Q4 2024
Added 32.14%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
877
shares
|
$76,983
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
876
shares
|
$76,895
0.01% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
870
shares
|
$76,368
0.05% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
865
shares
|
$75,929
0.04% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
858
shares
|
$75,315
0.08% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
847
shares
|
$74,349
0.0% of portfolio
|
Q1 2025
Added 70.42%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
831
shares
|
$72,945
0.02% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
800
shares
|
$70,224
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
789
shares
|
$69,258
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
776
shares
|
$68,117
0.01% of portfolio
|
Q1 2025
Reduced 46.92%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
768
shares
|
$67,415
0.02% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Wealth Architects, LLC
|
May 12, 2025 Q1 2025 |
764
shares
|
$67,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
762
shares
|
$66,888
0.01% of portfolio
|
Q4 2024
Added 41.37%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
760
shares
|
$66,712
0.08% of portfolio
|
Q2 2010
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
754
shares
|
$66,186
0.01% of portfolio
|
Q1 2025
Reduced 73.24%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
750
shares
|
$65,835
0.02% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
747
shares
|
$65,571
0.05% of portfolio
|
Q1 2025
Added 24.71%
|