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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
676
shares
|
$63,516
0.02% of portfolio
|
Q1 2024
Reduced 23.96%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
675
shares
|
$63,422
0.02% of portfolio
|
Q2 2025
Added 24.54%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
665
shares
|
$62,483
0.06% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
663
shares
|
$62,295
0.03% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
658
shares
|
$61,825
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
640
shares
|
$60,134
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
640
shares
|
$60,134
0.02% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
637
shares
|
$59,852
0.02% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
632
shares
|
$59,382
0.03% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
628
shares
|
$59,006
0.0% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
622
shares
|
$58,443
0.03% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
620
shares
|
$58,255
0.02% of portfolio
|
Q3 2023
Added 181.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
617
shares
|
$57,973
0.01% of portfolio
|
Q3 2024
Reduced 33.44%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
611
shares
|
$57,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
600
shares
|
$56,375
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
592
shares
|
$55,624
0.04% of portfolio
|
Q2 2025
Reduced 19.89%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
587
shares
|
$55,154
0.01% of portfolio
|
Q2 2022
Reduced 34.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
585
shares
|
$54,966
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
574
shares
|
$53,933
0.07% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
573
shares
|
$53,839
0.03% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
569
shares
|
$53,463
0.02% of portfolio
|
Q2 2025
Reduced 43.44%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
566
shares
|
$53,181
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
556
shares
|
$52,241
0.0% of portfolio
|
Q1 2025
Reduced 44.4%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
555
shares
|
$52,147
0.0% of portfolio
|
Q2 2025
Reduced 77.39%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
552
shares
|
$51,865
0.0% of portfolio
|
Q3 2022
Reduced 49.22%
|