Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,482 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 $71.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
50
shares
|
$4,738
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$4,738
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$4,454
0.0% of portfolio
|
Q3 2022
Reduced 88.16%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$4,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
46
shares
|
$4,359
0.0% of portfolio
|
Q2 2025
Reduced 98.17%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
40
shares
|
$3,790
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40
shares
|
$3,790
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
36
shares
|
$3,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$3,316
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
34
shares
|
$3,222
0.0% of portfolio
|
Q2 2025
Added 78.95%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
34
shares
|
$3,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
30
shares
|
$2,843
0.0% of portfolio
|
Q1 2025
Reduced 69.07%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
27
shares
|
$2,558
0.0% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25
shares
|
$2,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
25
shares
|
$2,369
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
23
shares
|
$2,179
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
23
shares
|
$2,179
0.1% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
22
shares
|
$2,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,895
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
19
shares
|
$1,800
0.0% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
18
shares
|
$1,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
17
shares
|
$1,611
0.0% of portfolio
|
Q2 2022
Reduced 99.84%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
17
shares
|
$1,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,421
0.0% of portfolio
|
Q2 2025
New holding
|