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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
11,103
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,082
shares
|
$1 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
11,002
shares
|
$996,561
0.19% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
10,985
shares
|
$995,021
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
10,977
shares
|
$994,296
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
10,965
shares
|
$993,209
0.05% of portfolio
|
Q4 2025
Reduced 30.73%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
10,960
shares
|
$992,756
0.03% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
10,951
shares
|
$991,941
0.29% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
10,939
shares
|
$990,854
0.82% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,909
shares
|
$988,137
0.13% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
10,868
shares
|
$984,423
0.11% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
10,866
shares
|
$984,242
0.16% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,866
shares
|
$984,242
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
10,855
shares
|
$983,245
0.06% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,849
shares
|
$982,702
0.06% of portfolio
|
Q3 2023
Reduced 22.85%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
10,843
shares
|
$982,158
1.51% of portfolio
|
Q3 2022
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
10,841
shares
|
$981,977
0.21% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,820
shares
|
$980,075
0.03% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
10,790
shares
|
$977,358
0.13% of portfolio
|
Q3 2025
Added 161.58%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
10,774
shares
|
$975,908
0.04% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
10,766
shares
|
$975,184
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,754
shares
|
$974,097
0.7% of portfolio
|
Q1 2023
Added 33.77%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
10,739
shares
|
$972,738
0.04% of portfolio
|
Q3 2025
Added 36.51%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,733
shares
|
$972,195
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ami Asset Management Corp
|
Jan 23, 2026 Q4 2025 |
10,713
shares
|
$970,383
0.05% of portfolio
|
Q4 2025
Reduced 3.18%
|
|