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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
232
shares
|
$21,798
0.01% of portfolio
|
Q1 2025
Reduced 45.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
231
shares
|
$21,704
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
230
shares
|
$21,610
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
227
shares
|
$21,328
0.01% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
222
shares
|
$20,859
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
221
shares
|
$20,765
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
212
shares
|
$19,919
0.0% of portfolio
|
Q1 2025
Added 75.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
211
shares
|
$19,825
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
210
shares
|
$19,731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$18,792
0.01% of portfolio
|
Q4 2019
Reduced 9.09%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
200
shares
|
$18,792
0.0% of portfolio
|
Q4 2024
Reduced 69.65%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
200
shares
|
$18,792
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
200
shares
|
$18,792
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
200
shares
|
$18,792
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
200
shares
|
$18,792
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
196
shares
|
$18,416
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
194
shares
|
$18,228
0.03% of portfolio
|
Q2 2025
Reduced 89.61%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
192
shares
|
$18,040
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
191
shares
|
$17,946
0.01% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
190
shares
|
$17,852
0.01% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
185
shares
|
$17,382
0.0% of portfolio
|
Q2 2025
Added 585.19%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
180
shares
|
$16,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
166
shares
|
$15,597
0.01% of portfolio
|
Q2 2025
Reduced 63.11%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
164
shares
|
$15,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
162
shares
|
$15,221
0.01% of portfolio
|
Q2 2024
New holding
|