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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,323
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
30,249
shares
|
$2.74 Million
0.69% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
30,198
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
30,160
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Reaves W H & CO Inc
|
Nov 06, 2025 Q3 2025 |
30,048
shares
|
$2.72 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
30,000
shares
|
$2.72 Million
0.06% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$2.72 Million
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,918
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
29,812
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
29,671
shares
|
$2.69 Million
0.51% of portfolio
|
Q3 2025
Added 26.78%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
29,664
shares
|
$2.69 Million
0.18% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
29,635
shares
|
$2.68 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
29,631
shares
|
$2.68 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
29,471
shares
|
$2.67 Million
0.16% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
29,324
shares
|
$2.66 Million
0.27% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jan 20, 2026 Q4 2025 |
29,298
shares
|
$2.65 Million
1.35% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
29,272
shares
|
$2.65 Million
0.62% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
29,243
shares
|
$2.65 Million
0.19% of portfolio
|
Q3 2025
Added 34.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
29,219
shares
|
$2.65 Million
0.08% of portfolio
|
Q3 2025
Added 175.34%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
29,168
shares
|
$2.64 Million
0.17% of portfolio
|
Q4 2025
Added 40.59%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
29,154
shares
|
$2.64 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
29,020
shares
|
$2.63 Million
0.17% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
28,998
shares
|
$2.63 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
28,986
shares
|
$2.63 Million
0.3% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
28,964
shares
|
$2.62 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.96%
|
|