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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12,206
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,100
shares
|
$1.14 Million
0.62% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
12,012
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 29.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
11,998
shares
|
$1.13 Million
0.57% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
11,986
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
11,877
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
11,853
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
11,688
shares
|
$1.1 Million
0.14% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
11,684
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,663
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2022
Reduced 6.73%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
11,624
shares
|
$1.09 Million
0.48% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,613
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Scp Investment, LP
|
Aug 12, 2025 Q2 2025 |
11,600
shares
|
$1.09 Million
0.97% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
11,596
shares
|
$1.09 Million
0.42% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
11,595
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
11,579
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.79%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
11,543
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
11,527
shares
|
$1.08 Million
0.28% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,518
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
11,513
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.53%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
11,475
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,471
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
11,461
shares
|
$1.08 Million
0.35% of portfolio
|
Q3 2021
Reduced 0.09%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
11,443
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
11,432
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 1.29%
|