Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,541 institutions that hold shares in the stock, with a total of 782 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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
102,920
shares
|
$9.32 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
102,859
shares
|
$9.32 Million
0.73% of portfolio
|
Q4 2024
Added 28.88%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
101,864
shares
|
$9.23 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
101,841
shares
|
$9.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
101,609
shares
|
$9.2 Million
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
101,371
shares
|
$9.18 Million
0.03% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Kbc Group Nv
|
Jan 20, 2026 Q3 2025 |
101,290
shares
|
$9.17 Million
0.02% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
100,888
shares
|
$9.14 Million
0.28% of portfolio
|
Q4 2025
Added 28.77%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
99,417
shares
|
$9.01 Million
2.13% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
99,197
shares
|
$8.99 Million
0.48% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
98,435
shares
|
$8.92 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,452
shares
|
$8.83 Million
0.04% of portfolio
|
Q2 2023
Reduced 36.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
97,110
shares
|
$8.8 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
96,698
shares
|
$8.76 Million
3.11% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
95,938
shares
|
$8.69 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
95,797
shares
|
$8.68 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
95,669
shares
|
$8.67 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
95,097
shares
|
$8.61 Million
0.03% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
94,616
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
94,366
shares
|
$8.55 Million
0.63% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
93,307
shares
|
$8.45 Million
0.18% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
92,768
shares
|
$8.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
92,003
shares
|
$8.33 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
90,944
shares
|
$8.24 Million
0.28% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jan 22, 2026 Q4 2025 |
90,918
shares
|
$8.24 Million
3.55% of portfolio
|
Q4 2025
Reduced 0.37%
|
|