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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
319
shares
|
$29,973
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
318
shares
|
$29,879
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
314
shares
|
$29,503
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
310
shares
|
$29,127
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
308
shares
|
$28,939
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
305
shares
|
$28,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$28,187
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
300
shares
|
$28,187
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
300
shares
|
$28,187
0.01% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
299
shares
|
$28,094
0.0% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
293
shares
|
$27,530
0.01% of portfolio
|
Q3 2024
Added 388.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
289
shares
|
$27,154
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
272
shares
|
$25,557
0.01% of portfolio
|
Q4 2024
Added 20.89%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
269
shares
|
$25,275
0.0% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
266
shares
|
$24,993
0.01% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
258
shares
|
$24,241
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
257
shares
|
$24,147
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
255
shares
|
$23,959
0.01% of portfolio
|
Q2 2025
Added 121.74%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$23,490
0.01% of portfolio
|
Q2 2023
Added 150.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
246
shares
|
$23,114
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
246
shares
|
$23,114
0.01% of portfolio
|
Q2 2025
Added 846.15%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
244
shares
|
$22,926
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
242
shares
|
$22,738
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
236
shares
|
$22,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
235
shares
|
$22,080
0.01% of portfolio
|
Q2 2025
New holding
|