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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,364
shares
|
$3.2 Million
1.36% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
35,300
shares
|
$3.2 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
35,213
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
35,061
shares
|
$3.18 Million
0.05% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
34,847
shares
|
$3.16 Million
0.6% of portfolio
|
Q3 2025
Reduced 21.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
34,827
shares
|
$3.15 Million
0.15% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
34,801
shares
|
$3.15 Million
0.2% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
34,746
shares
|
$3.15 Million
0.73% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
34,609
shares
|
$3.13 Million
0.16% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
34,506
shares
|
$3.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 66.69%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
34,499
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
34,221
shares
|
$3.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
33,902
shares
|
$3.07 Million
0.71% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
33,818
shares
|
$3.06 Million
0.11% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
33,747
shares
|
$3.06 Million
0.57% of portfolio
|
Q4 2025
Added 7.58%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
33,743
shares
|
$3.06 Million
0.1% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
33,605
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
33,399
shares
|
$3.03 Million
0.24% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
33,355
shares
|
$3.02 Million
0.67% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
33,217
shares
|
$3.01 Million
0.11% of portfolio
|
Q4 2025
Reduced 10.22%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
33,147
shares
|
$3 Million
1.15% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
33,115
shares
|
$3 Million
0.03% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
33,014
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
33,002
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2025
Added 21.79%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
32,938
shares
|
$2.98 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.17%
|
|