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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
681,942
shares
|
$61.8 Million
0.09% of portfolio
|
Q4 2025
Added 4.57%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
673,098
shares
|
$61 Million
0.04% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
669,620
shares
|
$60.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
640,694
shares
|
$58 Million
0.05% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
635,316
shares
|
$57.5 Million
0.91% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
635,131
shares
|
$57.5 Million
0.09% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
628,228
shares
|
$56.9 Million
0.32% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
606,581
shares
|
$54.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 41.9%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
603,237
shares
|
$54.6 Million
0.08% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
582,476
shares
|
$52.8 Million
1.19% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
577,408
shares
|
$52.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
570,252
shares
|
$51.7 Million
1.84% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
565,454
shares
|
$51.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
530,629
shares
|
$48.1 Million
0.03% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
521,522
shares
|
$47.2 Million
0.15% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
495,434
shares
|
$44.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
481,188
shares
|
$43.6 Million
0.39% of portfolio
|
Q3 2025
Added 56.97%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
465,115
shares
|
$42.1 Million
0.03% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
451,187
shares
|
$40.9 Million
1.95% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
450,621
shares
|
$40.8 Million
1.0% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
448,159
shares
|
$40.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
446,517
shares
|
$40.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
442,264
shares
|
$40.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
432,911
shares
|
$39.2 Million
0.11% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Abrdn PLC
|
Jan 16, 2026 Q4 2025 |
430,795
shares
|
$39 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.6%
|
|