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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
25,333
shares
|
$2.29 Million
0.12% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
25,270
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
Added 201.66%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,223
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2025
Added 62.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
25,211
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25,106
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,076
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Added 612.39%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
25,054
shares
|
$2.27 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
25,000
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
24,948
shares
|
$2.26 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
24,723
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
24,634
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Added 4896.75%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
24,600
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
24,476
shares
|
$2.22 Million
0.13% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
24,469
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2025
Reduced 12.44%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,352
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
24,325
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
24,209
shares
|
$2.19 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
24,124
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
23,909
shares
|
$2.17 Million
0.29% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
23,850
shares
|
$2.16 Million
0.39% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
23,824
shares
|
$2.16 Million
0.72% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
23,795
shares
|
$2.16 Million
0.02% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
23,769
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
23,638
shares
|
$2.14 Million
0.74% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
23,578
shares
|
$2.14 Million
0.11% of portfolio
|
Q3 2025
Added 355.53%
|
|