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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
12,324
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 137.96%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
12,308
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
12,293
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
12,260
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
12,250
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2025
Added 50.81%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
12,239
shares
|
$1.11 Million
0.43% of portfolio
|
Q4 2025
Added 5.25%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
12,192
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 55.09%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
Nov 04, 2025 Q3 2025 |
12,179
shares
|
$1.1 Million
3.79% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
12,176
shares
|
$1.1 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
12,129
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
12,127
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2025
Added 270.52%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,100
shares
|
$1.1 Million
0.62% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
12,035
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2025
Added 5.28%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
11,998
shares
|
$1.09 Million
0.55% of portfolio
|
Q2 2022
Added 2.26%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
11,977
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.28%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
11,942
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
11,930
shares
|
$1.08 Million
0.52% of portfolio
|
Q4 2025
Added 82.44%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
11,861
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2025
Reduced 2.42%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
11,859
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
11,819
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2025
Reduced 3.92%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
11,801
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
11,773
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2025
Added 26.85%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
11,750
shares
|
$1.06 Million
0.48% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
11,734
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
11,712
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.51%
|
|