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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
20,881
shares
|
$1.89 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
20,831
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 20, 2026 Q4 2025 |
20,816
shares
|
$1.89 Million
0.66% of portfolio
|
Q4 2025
Added 243.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
20,504
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Added 352.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,292
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
20,289
shares
|
$1.84 Million
1.02% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
20,280
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
20,190
shares
|
$1.83 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,103
shares
|
$1.82 Million
0.43% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
20,093
shares
|
$1.82 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
20,024
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Canal Insurance CO
|
Oct 27, 2025 Q3 2025 |
20,000
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,946
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
19,937
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2025
Added 61.93%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
19,854
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 29.76%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
19,829
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
19,828
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
19,824
shares
|
$1.8 Million
0.26% of portfolio
|
Q4 2025
Added 3.37%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
19,685
shares
|
$1.78 Million
0.69% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,628
shares
|
$1.78 Million
0.71% of portfolio
|
Q1 2024
Added 15.25%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
19,611
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
19,596
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2025
Reduced 10.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
19,581
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
19,552
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 156.42%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
19,522
shares
|
$1.77 Million
0.83% of portfolio
|
Q4 2025
Added 0.35%
|
|