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 |
|---|---|---|---|---|---|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
42,662
shares
|
$3.86 Million
1.31% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
42,616
shares
|
$3.86 Million
1.54% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
42,459
shares
|
$3.85 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
42,375
shares
|
$3.84 Million
0.13% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
42,053
shares
|
$3.81 Million
1.07% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
42,036
shares
|
$3.81 Million
0.02% of portfolio
|
Q3 2025
Added 17.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
41,582
shares
|
$3.77 Million
0.21% of portfolio
|
Q2 2022
Added 6.0%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
41,197
shares
|
$3.73 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
41,110
shares
|
$3.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
40,846
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
40,755
shares
|
$3.69 Million
0.05% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
40,634
shares
|
$3.68 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
40,164
shares
|
$3.64 Million
0.03% of portfolio
|
Q4 2025
Reduced 11.12%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
40,000
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 99.02%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
39,962
shares
|
$3.62 Million
0.9% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
39,826
shares
|
$3.61 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
39,615
shares
|
$3.59 Million
1.67% of portfolio
|
Q4 2025
Added 7.16%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
39,585
shares
|
$3.59 Million
0.52% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
39,577
shares
|
$3.58 Million
0.63% of portfolio
|
Q4 2020
Reduced 82.17%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
39,516
shares
|
$3.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
39,502
shares
|
$3.58 Million
0.76% of portfolio
|
Q3 2025
Added 80.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
39,437
shares
|
$3.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
39,392
shares
|
$3.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 63.6%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
39,303
shares
|
$3.56 Million
0.24% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
39,252
shares
|
$3.56 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|