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 |
|---|---|---|---|---|---|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
15,225
shares
|
$1.38 Million
0.47% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
15,221
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2025
Reduced 43.19%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
15,050
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
15,049
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,005
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
15,001
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
14,975
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
14,970
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,872
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,857
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
14,848
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
14,780
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,768
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
14,728
shares
|
$1.33 Million
0.79% of portfolio
|
Q3 2025
Added 38.07%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
14,699
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2025
Added 14.15%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
14,621
shares
|
$1.32 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,620
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
14,617
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2025
Reduced 11.22%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
14,617
shares
|
$1.32 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
14,579
shares
|
$1.32 Million
0.5% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
14,493
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
14,491
shares
|
$1.31 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
14,456
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2025
Reduced 9.83%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
14,394
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
14,338
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.33%
|
|