Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,272 institutions that hold shares in the stock, with a total of 717 Million shares, which have been reported (via 13F filing form) to have a value of $62.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
60
shares
|
$5,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
58
shares
|
$5,034
0.0% of portfolio
|
Q3 2024
Reduced 40.21%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
54
shares
|
$4,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
52
shares
|
$4,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
50
shares
|
$4,340
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$4,340
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
50
shares
|
$4,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
47
shares
|
$4,080
0.0% of portfolio
|
Q3 2022
Reduced 88.16%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$4,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
43
shares
|
$3,732
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
41
shares
|
$3,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
38
shares
|
$3,298
0.0% of portfolio
|
Q4 2024
Reduced 96.66%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
35
shares
|
$3,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$3,038
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
34
shares
|
$2,951
0.0% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
32
shares
|
$2,777
0.11% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
30
shares
|
$2,604
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
28
shares
|
$2,430
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,257
0.0% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
23
shares
|
$1,996
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
21
shares
|
$1,823
0.0% of portfolio
|
Q3 2023
Added 5.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
21
shares
|
$1,823
0.16% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$1,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$1,562
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
17
shares
|
$1,475
0.0% of portfolio
|
Q2 2022
Reduced 99.84%
|