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 |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
59,492
shares
|
$5.39 Million
0.04% of portfolio
|
Q3 2025
Added 23.05%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
59,409
shares
|
$5.38 Million
0.05% of portfolio
|
Q3 2024
Added 255.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
59,326
shares
|
$5.37 Million
0.11% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
59,217
shares
|
$5.36 Million
0.97% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
58,500
shares
|
$5.3 Million
0.09% of portfolio
|
Q4 2025
Added 5.28%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
58,356
shares
|
$5.29 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
58,006
shares
|
$5.25 Million
0.26% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
57,844
shares
|
$5.24 Million
2.47% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
57,509
shares
|
$5.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
57,505
shares
|
$5.21 Million
0.18% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
56,410
shares
|
$5.11 Million
2.37% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
56,344
shares
|
$5.1 Million
0.29% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Louisiana State Employees Retirement System
|
Jan 16, 2026 Q4 2025 |
56,200
shares
|
$5.09 Million
0.09% of portfolio
|
Q4 2025
Reduced 2.6%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
55,966
shares
|
$5.07 Million
0.26% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
55,807
shares
|
$5.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
55,645
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
55,512
shares
|
$5.03 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
55,491
shares
|
$5.03 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
55,275
shares
|
$5.01 Million
0.35% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
54,738
shares
|
$4.96 Million
0.11% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
54,413
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
54,304
shares
|
$4.92 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
54,257
shares
|
$4.91 Million
0.06% of portfolio
|
Q4 2025
Reduced 15.63%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
54,123
shares
|
$4.9 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
53,987
shares
|
$4.89 Million
0.33% of portfolio
|
Q3 2025
Added 2.47%
|
|