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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
82,508
shares
|
$7.47 Million
0.05% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
81,238
shares
|
$7.36 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
80,803
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
80,498
shares
|
$7.29 Million
0.09% of portfolio
|
Q4 2025
Added 7.92%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
79,938
shares
|
$7.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
79,821
shares
|
$7.23 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
79,470
shares
|
$7.2 Million
1.59% of portfolio
|
Q4 2025
Reduced 2.96%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
78,555
shares
|
$7.12 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
78,516
shares
|
$7.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
78,155
shares
|
$7.08 Million
0.06% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
78,000
shares
|
$7.07 Million
0.88% of portfolio
|
Q4 2025
Reduced 7.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
77,589
shares
|
$7.03 Million
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
77,479
shares
|
$7.02 Million
0.01% of portfolio
|
Q4 2025
Reduced 75.63%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
77,003
shares
|
$6.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
76,878
shares
|
$6.96 Million
0.1% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
76,853
shares
|
$6.96 Million
0.07% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
76,841
shares
|
$6.96 Million
3.56% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
76,649
shares
|
$6.94 Million
0.45% of portfolio
|
Q4 2025
Reduced 7.27%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
76,046
shares
|
$6.89 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
75,914
shares
|
$6.88 Million
1.1% of portfolio
|
Q3 2025
Added 51.78%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
75,719
shares
|
$6.86 Million
0.95% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
75,299
shares
|
$6.82 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
75,058
shares
|
$6.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
74,739
shares
|
$6.77 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
74,639
shares
|
$6.76 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.6%
|
|