Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,462 institutions that hold shares in the stock, with a total of 719 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
7,690
shares
|
$682,179
0.17% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,689
shares
|
$682,091
0.06% of portfolio
|
Q4 2023
Reduced 53.89%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
7,684
shares
|
$681,647
0.17% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
7,671
shares
|
$680,494
0.6% of portfolio
|
Q3 2022
Added 153320.0%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
7,640
shares
|
$677,744
0.06% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
7,634
shares
|
$677,212
0.47% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
7,584
shares
|
$672,776
0.04% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
7,567
shares
|
$671,268
0.07% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,553
shares
|
$670,026
0.15% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
7,529
shares
|
$667,897
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,517
shares
|
$666,833
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
7,507
shares
|
$665,945
0.27% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
7,443
shares
|
$660,268
0.05% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,437
shares
|
$659,736
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
7,404
shares
|
$656,808
0.41% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
7,393
shares
|
$655,833
0.02% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
7,378
shares
|
$654,502
0.01% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
7,375
shares
|
$654,236
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,352
shares
|
$652,195
0.32% of portfolio
|
Q1 2025
Reduced 50.71%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
7,297
shares
|
$647,316
0.11% of portfolio
|
Q1 2025
Added 83.11%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
7,293
shares
|
$646,962
0.41% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
7,273
shares
|
$645,187
0.06% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
7,241
shares
|
$642,349
0.03% of portfolio
|
Q1 2025
Reduced 30.54%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
7,235
shares
|
$641,816
0.39% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
7,233
shares
|
$641,639
0.53% of portfolio
|
Q1 2025
Added 0.06%
|