Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,335 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
81
shares
|
$7,320
0.0% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
80
shares
|
$7,230
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
80
shares
|
$7,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$6,959
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
75
shares
|
$6,778
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
73
shares
|
$6,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
73
shares
|
$6,597
0.0% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
73
shares
|
$6,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
68
shares
|
$6,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
63
shares
|
$5,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
61
shares
|
$5,513
0.0% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
60
shares
|
$5,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
58
shares
|
$5,242
0.0% of portfolio
|
Q3 2024
Reduced 40.21%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
54
shares
|
$4,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
52
shares
|
$4,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
50
shares
|
$4,519
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$4,519
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
50
shares
|
$4,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
47
shares
|
$4,247
0.0% of portfolio
|
Q3 2022
Reduced 88.16%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$4,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
42
shares
|
$3,795
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
41
shares
|
$3,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
38
shares
|
$3,434
0.0% of portfolio
|
Q4 2024
Reduced 96.66%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
35
shares
|
$3,163
0.0% of portfolio
|
Q2 2024
New holding
|