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 |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
5,286
shares
|
$496,672
0.55% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
5,276
shares
|
$495,732
0.06% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
5,266
shares
|
$494,793
0.29% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
5,260
shares
|
$494,229
0.06% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
5,250
shares
|
$493,289
0.22% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
5,250
shares
|
$493,289
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,249
shares
|
$493,196
0.24% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
5,245
shares
|
$492,820
0.2% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
5,235
shares
|
$491,880
0.1% of portfolio
|
Q4 2023
Reduced 3.41%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
5,224
shares
|
$490,847
0.07% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,190
shares
|
$487,652
0.02% of portfolio
|
Q4 2022
Added 7.61%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
5,185
shares
|
$487,182
0.21% of portfolio
|
Q2 2022
Reduced 46.71%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
5,184
shares
|
$487,088
0.32% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
5,179
shares
|
$486,618
0.03% of portfolio
|
Q2 2025
Reduced 56.05%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,176
shares
|
$486,336
0.03% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,173
shares
|
$486,055
0.03% of portfolio
|
Q3 2022
Added 1.53%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,171
shares
|
$485,867
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
5,160
shares
|
$484,833
0.3% of portfolio
|
Q2 2023
Added 3.2%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
5,138
shares
|
$482,766
0.14% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
5,130
shares
|
$482,014
0.03% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
5,101
shares
|
$479,289
0.48% of portfolio
|
Q1 2025
Reduced 40.19%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,095
shares
|
$478,726
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
5,089
shares
|
$478,162
0.07% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,088
shares
|
$478,068
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
5,078
shares
|
$477,128
0.13% of portfolio
|
Q2 2025
Added 7.2%
|