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 |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
8,079
shares
|
$731,795
0.21% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
8,069
shares
|
$730,890
0.15% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
8,066
shares
|
$730,618
0.23% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
8,064
shares
|
$730,437
0.09% of portfolio
|
Q4 2025
Reduced 3.67%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
8,064
shares
|
$730,437
0.17% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
8,027
shares
|
$727,085
0.11% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,023
shares
|
$726,723
0.28% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
8,011
shares
|
$725,636
0.13% of portfolio
|
Q3 2025
Added 30.41%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
8,011
shares
|
$725,636
0.38% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
8,007
shares
|
$725,274
0.17% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
7,996
shares
|
$724,277
0.47% of portfolio
|
Q4 2025
Added 7.46%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
7,995
shares
|
$724,187
0.66% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,991
shares
|
$723,824
0.06% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
7,977
shares
|
$722,556
0.21% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,947
shares
|
$719,839
0.45% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
7,935
shares
|
$718,752
0.16% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
7,894
shares
|
$715,038
0.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
7,860
shares
|
$711,958
0.54% of portfolio
|
Q2 2025
Added 1646.67%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
7,858
shares
|
$711,777
0.06% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,858
shares
|
$711,777
0.09% of portfolio
|
Q3 2025
Added 23.53%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
7,857
shares
|
$711,687
0.03% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
7,844
shares
|
$710,509
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
7,839
shares
|
$710,056
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
7,836
shares
|
$709,784
0.26% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,821
shares
|
$708,426
0.4% of portfolio
|
Q3 2025
Added 0.64%
|
|