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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
12,823
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
12,818
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2025
Added 153.27%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,805
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2023
Added 4.92%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
12,798
shares
|
$1.16 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
12,779
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,741
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.73%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
12,734
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
12,709
shares
|
$1.15 Million
0.28% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
12,702
shares
|
$1.15 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,690
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2022
Added 248.53%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
12,681
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,671
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,618
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 33.93%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
12,616
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2025
Reduced 25.56%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 21, 2026 Q4 2025 |
12,612
shares
|
$1.14 Million
0.91% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
12,534
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
12,520
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
12,515
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
12,512
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
12,418
shares
|
$1.12 Million
0.53% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
12,401
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
12,370
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
12,364
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
12,357
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
12,326
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 175.63%
|
|