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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
442
shares
|
$41,530
0.03% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
441
shares
|
$41,436
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
430
shares
|
$40,402
0.01% of portfolio
|
Q2 2025
Added 309.52%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
423
shares
|
$39,745
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
418
shares
|
$39,275
0.01% of portfolio
|
Q2 2025
Reduced 80.17%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
418
shares
|
$39,275
0.02% of portfolio
|
Q2 2025
Reduced 98.91%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
414
shares
|
$38,899
0.01% of portfolio
|
Q2 2023
Added 1.22%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
409
shares
|
$38,429
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
408
shares
|
$38,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
403
shares
|
$37,865
0.0% of portfolio
|
Q1 2024
Added 101.5%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
400
shares
|
$37,584
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
390
shares
|
$36,644
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
371
shares
|
$34,859
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
371
shares
|
$34,859
0.01% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
365
shares
|
$34,295
0.05% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
360
shares
|
$33,825
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
354
shares
|
$33,261
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
350
shares
|
$32,886
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
350
shares
|
$32,886
0.01% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
350
shares
|
$32,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
343
shares
|
$32,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
340
shares
|
$31,946
0.0% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
327
shares
|
$30,724
0.01% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
326
shares
|
$30,630
0.0% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
321
shares
|
$30,161
0.01% of portfolio
|
Q2 2025
Added 1428.57%
|