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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$4,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
46
shares
|
$4,322
0.0% of portfolio
|
Q2 2025
Reduced 98.17%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
40
shares
|
$3,758
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
40
shares
|
$3,758
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
36
shares
|
$3,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$3,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
34
shares
|
$3,194
0.0% of portfolio
|
Q2 2025
Added 78.95%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
34
shares
|
$3,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
30
shares
|
$2,818
0.0% of portfolio
|
Q1 2025
Reduced 69.07%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
27
shares
|
$2,536
0.0% of portfolio
|
Q1 2025
Reduced 20.59%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25
shares
|
$2,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
25
shares
|
$2,349
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
23
shares
|
$2,161
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
23
shares
|
$2,161
0.1% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
22
shares
|
$2,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,879
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
19
shares
|
$1,785
0.0% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$1,691
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
17
shares
|
$1,597
0.0% of portfolio
|
Q2 2022
Reduced 99.84%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
17
shares
|
$1,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
14
shares
|
$1,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
10
shares
|
$939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
10
shares
|
$939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$939
0.0% of portfolio
|
Q2 2025
Added 150.0%
|