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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
17,327
shares
|
$1.57 Million
0.18% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
17,320
shares
|
$1.57 Million
0.8% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
17,308
shares
|
$1.57 Million
1.59% of portfolio
|
Q3 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
17,288
shares
|
$1.57 Million
0.45% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
17,259
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
17,175
shares
|
$1.56 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
17,133
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
17,097
shares
|
$1.55 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
17,091
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2025
Reduced 18.12%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
17,010
shares
|
$1.54 Million
0.75% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
17,001
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
17,000
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2017
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
16,994
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,980
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2020
Reduced 3.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
16,886
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
16,845
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
16,733
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,552
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 59.06%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
16,465
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
16,461
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
16,400
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
16,335
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
16,305
shares
|
$1.48 Million
0.44% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
16,273
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
16,240
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Added 15.1%
|
|