Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,448 institutions that hold shares in the stock, with a total of 710 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
3,304
shares
|
$288,703
0.13% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,301
shares
|
$288,441
0.32% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,301
shares
|
$288,441
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
3,300
shares
|
$288,354
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
3,296
shares
|
$288,004
0.29% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
3,293
shares
|
$287,742
0.08% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,290
shares
|
$287,480
0.06% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
3,284
shares
|
$286,955
0.23% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,279
shares
|
$286,519
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
3,275
shares
|
$286,169
0.14% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
3,274
shares
|
$286,082
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,265
shares
|
$285,295
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
3,261
shares
|
$284,946
0.13% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
3,253
shares
|
$284,247
0.03% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,249
shares
|
$283,897
0.03% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,248
shares
|
$283,810
0.02% of portfolio
|
Q3 2022
Reduced 19.06%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,247
shares
|
$283,722
0.08% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,246
shares
|
$283,635
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
3,245
shares
|
$283,548
0.02% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
3,242
shares
|
$283,285
0.05% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
3,239
shares
|
$283,023
0.33% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,232
shares
|
$282,412
0.02% of portfolio
|
Q1 2025
Reduced 56.77%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
3,226
shares
|
$281,887
0.11% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
3,216
shares
|
$281,014
0.01% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,204
shares
|
$279,965
0.12% of portfolio
|
Q1 2025
Added 0.75%
|