Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,481 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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,439
shares
|
$511,048
0.09% of portfolio
|
Q2 2025
Added 70.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,436
shares
|
$510,766
0.07% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
5,415
shares
|
$508,793
0.39% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,402
shares
|
$507,571
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
5,401
shares
|
$507,477
0.05% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
5,400
shares
|
$507,383
0.07% of portfolio
|
Q1 2024
Added 86.21%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
5,400
shares
|
$507,383
0.09% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
5,400
shares
|
$507,383
0.16% of portfolio
|
Q4 2024
Reduced 18.65%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,398
shares
|
$507,196
0.23% of portfolio
|
Q4 2022
Added 0.32%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
5,396
shares
|
$507,008
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
5,395
shares
|
$506,914
0.34% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
5,390
shares
|
$506,444
0.26% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,388
shares
|
$506,256
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,386
shares
|
$506,068
0.09% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
5,376
shares
|
$505,128
0.05% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,369
shares
|
$504,471
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
5,367
shares
|
$504,283
0.03% of portfolio
|
Q1 2025
Added 50.46%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
5,350
shares
|
$502,685
0.04% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,347
shares
|
$502,404
0.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
5,336
shares
|
$501,370
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,317
shares
|
$499,585
0.04% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
5,316
shares
|
$499,491
0.17% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,315
shares
|
$499,397
0.04% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
5,309
shares
|
$498,833
0.11% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,294
shares
|
$497,424
0.01% of portfolio
|
Q2 2025
Added 69.46%
|