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 |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
7,815
shares
|
$707,882
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
7,805
shares
|
$706,976
0.09% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 20, 2026 Q4 2025 |
7,798
shares
|
$706,342
0.5% of portfolio
|
Q4 2025
Added 12.36%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 23, 2026 Q4 2025 |
7,786
shares
|
$705,255
0.35% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
7,784
shares
|
$705,074
0.12% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
7,754
shares
|
$702,357
0.12% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
7,745
shares
|
$701,542
0.39% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
7,737
shares
|
$700,817
0.08% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,732
shares
|
$700,364
0.05% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
7,731
shares
|
$700,273
0.14% of portfolio
|
Q4 2025
Added 35.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,689
shares
|
$696,469
0.06% of portfolio
|
Q4 2023
Reduced 53.89%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
7,680
shares
|
$695,654
0.14% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
7,671
shares
|
$694,839
0.6% of portfolio
|
Q3 2022
Added 153320.0%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
7,669
shares
|
$694,658
0.33% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
7,575
shares
|
$686,143
0.33% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
7,556
shares
|
$684,422
0.24% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,553
shares
|
$684,150
0.15% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,531
shares
|
$682,157
0.09% of portfolio
|
Q3 2025
Reduced 66.6%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
7,528
shares
|
$681,886
0.04% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,517
shares
|
$680,889
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
7,507
shares
|
$679,984
0.22% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
7,505
shares
|
$679,802
0.02% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
7,491
shares
|
$678,534
0.03% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
7,468
shares
|
$676,451
0.24% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
7,466
shares
|
$676,270
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|