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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
53,785
shares
|
$4.87 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
53,654
shares
|
$4.86 Million
0.92% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
53,147
shares
|
$4.81 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
53,125
shares
|
$4.81 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
52,690
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
52,599
shares
|
$4.76 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
52,595
shares
|
$4.76 Million
0.89% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
52,556
shares
|
$4.76 Million
0.3% of portfolio
|
Q3 2025
Added 122.73%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
52,283
shares
|
$4.74 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
52,278
shares
|
$4.74 Million
0.49% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
51,867
shares
|
$4.7 Million
0.25% of portfolio
|
Q3 2022
Reduced 0.72%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
51,609
shares
|
$4.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 79.18%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
51,465
shares
|
$4.66 Million
0.18% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
51,327
shares
|
$4.65 Million
0.62% of portfolio
|
Q1 2024
Added 6.41%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
51,254
shares
|
$4.64 Million
0.08% of portfolio
|
Q4 2025
Added 265.86%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
51,193
shares
|
$4.64 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
51,193
shares
|
$4.64 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
50,777
shares
|
$4.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 41.55%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
50,699
shares
|
$4.59 Million
2.78% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
50,692
shares
|
$4.59 Million
0.08% of portfolio
|
Q4 2025
Reduced 11.12%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
50,417
shares
|
$4.57 Million
0.83% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
50,199
shares
|
$4.55 Million
0.4% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
49,905
shares
|
$4.52 Million
1.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
49,867
shares
|
$4.52 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
49,837
shares
|
$4.51 Million
0.41% of portfolio
|
Q4 2025
Added 2.01%
|
|