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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
96
shares
|
$9,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$8,926
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
95
shares
|
$8,926
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
93
shares
|
$8,738
0.0% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
89
shares
|
$8,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
87
shares
|
$8,174
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
85
shares
|
$7,986
0.0% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
81
shares
|
$7,610
0.0% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
80
shares
|
$7,516
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
80
shares
|
$7,516
0.01% of portfolio
|
Q2 2025
Reduced 96.39%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
78
shares
|
$7,328
0.0% of portfolio
|
Q2 2025
Added 1460.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$7,234
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
75
shares
|
$7,046
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
75
shares
|
$7,046
0.01% of portfolio
|
Q2 2025
Added 971.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$6,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
73
shares
|
$6,859
0.0% of portfolio
|
Q2 2025
Reduced 86.8%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
70
shares
|
$6,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
70
shares
|
$6,577
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
62
shares
|
$5,825
0.0% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
60
shares
|
$5,637
0.0% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
58
shares
|
$5,449
0.0% of portfolio
|
Q1 2025
Reduced 81.47%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
52
shares
|
$4,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
50
shares
|
$4,698
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$4,698
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$4,416
0.0% of portfolio
|
Q3 2022
Reduced 88.16%
|