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 |
|---|---|---|---|---|---|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
3,595
shares
|
$337,786
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,586
shares
|
$336,940
0.03% of portfolio
|
Q2 2025
Reduced 88.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
3,586
shares
|
$336,940
0.21% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
3,583
shares
|
$336,658
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
3,578
shares
|
$336,188
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,575
shares
|
$335,907
0.03% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,555
shares
|
$334,027
0.18% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
3,548
shares
|
$333,370
0.07% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,543
shares
|
$332,900
0.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
3,531
shares
|
$331,772
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
3,530
shares
|
$331,678
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,520
shares
|
$330,739
0.02% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
3,517
shares
|
$330,457
0.11% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,513
shares
|
$330,081
0.02% of portfolio
|
Q2 2025
Added 32.02%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,512
shares
|
$329,987
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
3,502
shares
|
$329,047
0.12% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
3,500
shares
|
$328,860
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
3,498
shares
|
$328,672
0.15% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,496
shares
|
$328,484
0.22% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
3,488
shares
|
$327,732
0.08% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
3,485
shares
|
$327,450
0.13% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
3,475
shares
|
$326,511
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
3,472
shares
|
$326,229
0.15% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,468
shares
|
$325,853
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
3,460
shares
|
$325,101
0.08% of portfolio
|
Q3 2024
Reduced 5.34%
|