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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
18,387
shares
|
$1.67 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18,293
shares
|
$1.66 Million
0.76% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
18,290
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2025
Reduced 8.33%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
18,273
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
18,181
shares
|
$1.65 Million
0.12% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
18,149
shares
|
$1.64 Million
0.16% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,146
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2022
Added 21.49%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
18,102
shares
|
$1.64 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
18,065
shares
|
$1.64 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
18,059
shares
|
$1.64 Million
0.39% of portfolio
|
Q4 2025
Reduced 5.34%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
17,998
shares
|
$1.63 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
17,944
shares
|
$1.63 Million
1.15% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
17,896
shares
|
$1.62 Million
0.14% of portfolio
|
Q4 2025
Reduced 12.25%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
17,876
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,827
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
17,767
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
17,716
shares
|
$1.6 Million
0.16% of portfolio
|
Q3 2025
Reduced 81.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
17,652
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
17,608
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 95.41%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
17,589
shares
|
$1.59 Million
0.16% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
17,561
shares
|
$1.59 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
17,530
shares
|
$1.59 Million
0.54% of portfolio
|
Q3 2025
Added 96.48%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
17,500
shares
|
$1.59 Million
0.27% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
17,459
shares
|
$1.58 Million
0.32% of portfolio
|
Q3 2025
Reduced 32.89%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
17,347
shares
|
$1.57 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.7%
|
|