Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,536 institutions that hold shares in the stock, with a total of 783 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$6,974
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
75
shares
|
$6,793
0.0% of portfolio
|
Q2 2025
Added 971.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
73
shares
|
$6,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
68
shares
|
$6,159
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
63
shares
|
$5,706
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
60
shares
|
$5,434
0.0% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
58
shares
|
$5,253
0.0% of portfolio
|
Q1 2025
Reduced 81.47%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
52
shares
|
$4,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
50
shares
|
$4,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
50
shares
|
$4,529
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$4,529
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
50
shares
|
$4,529
0.17% of portfolio
|
Q3 2025
Added 117.39%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
47
shares
|
$4,257
0.0% of portfolio
|
Q3 2022
Reduced 88.16%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$4,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$3,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
44
shares
|
$3,985
0.0% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
42
shares
|
$3,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
40
shares
|
$3,623
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
40
shares
|
$3,623
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
39
shares
|
$3,532
0.0% of portfolio
|
Q3 2025
Reduced 98.15%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
37
shares
|
$3,351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
36
shares
|
$3,260
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
34
shares
|
$3,079
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
30
shares
|
$2,717
0.0% of portfolio
|
Q1 2025
Reduced 69.07%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
23
shares
|
$2,083
0.0% of portfolio
|
Q4 2022
New holding
|
|