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 |
|---|---|---|---|---|---|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$3,163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
34
shares
|
$3,072
0.0% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
32
shares
|
$2,892
0.11% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
30
shares
|
$2,711
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,349
0.0% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
26
shares
|
$2,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
25
shares
|
$2,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
23
shares
|
$2,078
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
22
shares
|
$1,988
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
21
shares
|
$1,897
0.16% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$1,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$1,626
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
17
shares
|
$1,536
0.0% of portfolio
|
Q2 2022
Reduced 99.84%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
17
shares
|
$1,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
15
shares
|
$1,355
0.0% of portfolio
|
Q2 2024
Reduced 98.75%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
14
shares
|
$1,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
10
shares
|
$903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
10
shares
|
$903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8
shares
|
$723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$451
0.0% of portfolio
|
Q4 2024
Reduced 54.55%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$90
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|