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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,497
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
19,331
shares
|
$1.75 Million
0.89% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
19,317
shares
|
$1.75 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
19,313
shares
|
$1.75 Million
0.28% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
19,305
shares
|
$1.75 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
19,182
shares
|
$1.74 Million
0.67% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
19,168
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
19,077
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2025
Added 11.53%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
19,055
shares
|
$1.73 Million
0.78% of portfolio
|
Q4 2025
Reduced 7.3%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
19,009
shares
|
$1.72 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Cohen Capital Management, Inc.
|
Jan 20, 2026 Q4 2025 |
19,000
shares
|
$1.72 Million
0.27% of portfolio
|
Q3 2017
New holding
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
18,946
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
18,864
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 21, 2026 Q4 2025 |
18,830
shares
|
$1.71 Million
0.46% of portfolio
|
Q4 2025
Added 16.98%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
18,757
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 50.54%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
18,722
shares
|
$1.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
18,714
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
18,683
shares
|
$1.69 Million
0.78% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
18,627
shares
|
$1.69 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
18,598
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,583
shares
|
$1.68 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
18,507
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
18,477
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2025
Added 66.15%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
18,468
shares
|
$1.67 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
18,464
shares
|
$1.67 Million
0.14% of portfolio
|
Q4 2025
Reduced 7.68%
|
|