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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
9,582
shares
|
$867,937
0.39% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
9,553
shares
|
$865,310
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,546
shares
|
$864,676
0.01% of portfolio
|
Q3 2025
Reduced 30.83%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,544
shares
|
$864,495
0.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
9,540
shares
|
$864,133
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
9,528
shares
|
$863,046
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,496
shares
|
$860,147
0.16% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
9,486
shares
|
$859,241
0.01% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
9,442
shares
|
$855,256
0.02% of portfolio
|
Q4 2025
Reduced 7.08%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
9,435
shares
|
$854,622
0.11% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,431
shares
|
$854,259
0.03% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
9,407
shares
|
$852,086
0.21% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
9,402
shares
|
$851,633
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
9,366
shares
|
$848,372
0.27% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
9,365
shares
|
$848,281
0.04% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
9,323
shares
|
$844,477
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
9,311
shares
|
$843,390
0.21% of portfolio
|
Q4 2025
Added 69.82%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
9,296
shares
|
$842,031
0.03% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
9,296
shares
|
$842,031
0.1% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
9,261
shares
|
$838,861
0.61% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
9,233
shares
|
$836,325
0.42% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
9,196
shares
|
$832,973
0.43% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
9,191
shares
|
$832,520
0.38% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
9,180
shares
|
$831,524
0.57% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
9,171
shares
|
$830,709
0.08% of portfolio
|
Q3 2025
Added 25.77%
|
|