Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,540 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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
26
shares
|
$2,355
0.0% of portfolio
|
Q4 2025
Added 116.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
23
shares
|
$2,083
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
22
shares
|
$1,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,811
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
18
shares
|
$1,630
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
18
shares
|
$1,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
18
shares
|
$1,630
0.0% of portfolio
|
Q4 2025
Reduced 50.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
17
shares
|
$1,539
0.0% of portfolio
|
Q2 2022
Reduced 99.84%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
17
shares
|
$1,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
17
shares
|
$1,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,358
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
14
shares
|
$1,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
12
shares
|
$1,086
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
12
shares
|
$1,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Jan 26, 2026 Q4 2025 |
11
shares
|
$996
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
10
shares
|
$905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
10
shares
|
$905
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8
shares
|
$724
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
8
shares
|
$724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
7
shares
|
$634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5
shares
|
$452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
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
|
|