Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
58
shares
|
$5,091
0.0% of portfolio
|
Q1 2025
Reduced 81.47%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
55
shares
|
$4,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
52
shares
|
$4,564
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
51
shares
|
$4,476
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
50
shares
|
$4,389
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$4,389
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
47
shares
|
$4,125
0.0% of portfolio
|
Q3 2022
Reduced 88.16%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$4,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
42
shares
|
$3,686
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
41
shares
|
$3,598
0.0% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
41
shares
|
$3,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
41
shares
|
$3,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
40
shares
|
$3,511
0.0% of portfolio
|
Q1 2025
Reduced 87.69%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
36
shares
|
$3,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
35
shares
|
$3,072
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
32
shares
|
$2,808
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
30
shares
|
$2,633
0.0% of portfolio
|
Q1 2025
Reduced 69.07%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
30
shares
|
$2,633
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
29
shares
|
$2,545
0.16% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
27
shares
|
$2,370
0.0% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
27
shares
|
$2,370
0.0% of portfolio
|
Q1 2025
Reduced 53.45%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,282
0.0% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
26
shares
|
$2,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
26
shares
|
$2,282
0.0% of portfolio
|
Q4 2024
New holding
|