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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
545
shares
|
$51,208
0.02% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
545
shares
|
$51,208
0.01% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
543
shares
|
$51,020
0.02% of portfolio
|
Q1 2025
Added 262.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
534
shares
|
$50,174
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
534
shares
|
$50,174
0.04% of portfolio
|
Q2 2025
Added 1953.85%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
526
shares
|
$49,422
0.04% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
519
shares
|
$48,765
0.0% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
508
shares
|
$47,731
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
504
shares
|
$47,355
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
500
shares
|
$46,980
0.0% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
500
shares
|
$46,980
0.03% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 05, 2025 Q2 2025 |
500
shares
|
$46,980
0.01% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
494
shares
|
$46,416
0.0% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
493
shares
|
$46,322
0.0% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
485
shares
|
$45,570
0.01% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
480
shares
|
$45,100
0.03% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
477
shares
|
$44,818
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
474
shares
|
$44,537
0.03% of portfolio
|
Q3 2023
Reduced 5.95%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
473
shares
|
$44,443
0.01% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
470
shares
|
$44,161
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
469
shares
|
$44,067
0.02% of portfolio
|
Q2 2025
Reduced 24.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
453
shares
|
$42,563
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
450
shares
|
$42,282
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
450
shares
|
$42,282
0.02% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
448
shares
|
$42,094
0.03% of portfolio
|
Q4 2024
New holding
|