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 |
|---|---|---|---|---|---|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
45,491
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
45,404
shares
|
$4.11 Million
1.3% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
45,335
shares
|
$4.11 Million
0.05% of portfolio
|
Q3 2025
Added 22.56%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
45,325
shares
|
$4.11 Million
2.71% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Oct 20, 2025 Q3 2025 |
45,000
shares
|
$4.08 Million
0.26% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
44,918
shares
|
$4.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
44,916
shares
|
$4.07 Million
0.29% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
44,898
shares
|
$4.07 Million
0.12% of portfolio
|
Q4 2025
Added 26.46%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
44,897
shares
|
$4.07 Million
0.51% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
44,864
shares
|
$4.06 Million
0.28% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
44,279
shares
|
$4.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
44,268
shares
|
$4.01 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
44,051
shares
|
$3.99 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,026
shares
|
$3.99 Million
0.37% of portfolio
|
Q2 2022
Reduced 6.64%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
43,930
shares
|
$3.98 Million
1.24% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
43,896
shares
|
$3.98 Million
1.29% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
43,828
shares
|
$3.97 Million
0.39% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
43,760
shares
|
$3.96 Million
1.7% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
43,627
shares
|
$3.95 Million
1.42% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
43,547
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
43,361
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
43,320
shares
|
$3.92 Million
0.31% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
43,319
shares
|
$3.92 Million
0.65% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,252
shares
|
$3.92 Million
0.09% of portfolio
|
Q3 2022
Reduced 4.25%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
43,123
shares
|
$3.91 Million
0.43% of portfolio
|
Q3 2025
Reduced 49.71%
|
|