Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,459 institutions that hold shares in the stock, with a total of 716 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
192
shares
|
$16,776
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
190
shares
|
$16,602
0.01% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
190
shares
|
$16,602
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
190
shares
|
$16,602
0.0% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
189
shares
|
$16,514
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
180
shares
|
$15,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
162
shares
|
$14,155
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
156
shares
|
$13,631
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
150
shares
|
$13,107
0.01% of portfolio
|
Q1 2023
Reduced 21.05%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
144
shares
|
$12,582
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
140
shares
|
$12,233
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
135
shares
|
$11,796
0.0% of portfolio
|
Q1 2025
Reduced 84.92%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
126
shares
|
$11,009
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
123
shares
|
$10,747
0.0% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
122
shares
|
$10,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
120
shares
|
$10,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
117
shares
|
$10,223
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
115
shares
|
$10,048
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
115
shares
|
$10,048
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
112
shares
|
$9,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
105
shares
|
$9,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
104
shares
|
$9,087
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
102
shares
|
$8,912
0.0% of portfolio
|
Q1 2022
Reduced 3.77%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
101
shares
|
$8,825
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$8,738
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|