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 |
|---|---|---|---|---|---|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
90,567
shares
|
$8.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
90,438
shares
|
$8.19 Million
0.0% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
89,786
shares
|
$8.13 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
89,454
shares
|
$8.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
89,328
shares
|
$8.09 Million
0.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
89,259
shares
|
$8.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
88,632
shares
|
$8.03 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Chronos Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
88,362
shares
|
$8 Million
3.85% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
87,982
shares
|
$7.97 Million
0.05% of portfolio
|
Q3 2025
Added 251.79%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
87,731
shares
|
$7.95 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
87,568
shares
|
$7.93 Million
0.09% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
87,526
shares
|
$7.93 Million
0.54% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
87,473
shares
|
$7.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
87,208
shares
|
$7.9 Million
0.05% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
86,425
shares
|
$7.83 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
86,350
shares
|
$7.82 Million
0.14% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
86,171
shares
|
$7.81 Million
0.86% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
86,149
shares
|
$7.8 Million
0.15% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
85,856
shares
|
$7.78 Million
0.06% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Advocate Group LLC
|
Jan 20, 2026 Q4 2025 |
85,786
shares
|
$7.77 Million
1.29% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
85,590
shares
|
$7.75 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
85,219
shares
|
$7.72 Million
1.34% of portfolio
|
Q4 2025
Added 6.04%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
85,119
shares
|
$7.71 Million
0.52% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
84,920
shares
|
$7.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
83,071
shares
|
$7.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.49%
|
|