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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
161
shares
|
$15,127
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
156
shares
|
$14,657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
150
shares
|
$14,093
0.01% of portfolio
|
Q1 2023
Reduced 21.05%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
147
shares
|
$13,812
0.02% of portfolio
|
Q2 2025
Reduced 83.92%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
145
shares
|
$13,624
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
145
shares
|
$13,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
144
shares
|
$13,530
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
141
shares
|
$13,248
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
140
shares
|
$13,154
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
139
shares
|
$13,060
0.0% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
134
shares
|
$12,590
0.0% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
130
shares
|
$12,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
122
shares
|
$11,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
115
shares
|
$10,805
0.0% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
104
shares
|
$9,771
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
102
shares
|
$9,583
0.0% of portfolio
|
Q1 2022
Reduced 3.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
102
shares
|
$9,583
0.0% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
102
shares
|
$9,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
101
shares
|
$9,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$9,396
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
100
shares
|
$9,396
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
100
shares
|
$9,396
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
100
shares
|
$9,396
0.0% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$9,396
0.0% of portfolio
|
Q2 2025
Added 35.14%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
99
shares
|
$9,302
0.0% of portfolio
|
Q1 2025
New holding
|