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 |
|---|---|---|---|---|---|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
7,460
shares
|
$675,726
0.4% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
7,443
shares
|
$674,186
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
7,422
shares
|
$672,284
1.0% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
7,373
shares
|
$667,846
0.07% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
7,335
shares
|
$664,404
0.25% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
7,312
shares
|
$662,320
0.28% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
7,309
shares
|
$662,049
0.38% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
7,308
shares
|
$661,958
0.02% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
7,305
shares
|
$661,686
0.01% of portfolio
|
Q4 2025
Reduced 93.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
7,294
shares
|
$660,690
0.13% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
7,294
shares
|
$660,690
0.28% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
7,265
shares
|
$658,063
0.19% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
7,257
shares
|
$657,339
0.23% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 20, 2026 Q4 2025 |
7,252
shares
|
$656,886
0.33% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
7,225
shares
|
$654,440
0.06% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
7,214
shares
|
$653,444
0.37% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
7,190
shares
|
$651,270
0.23% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,187
shares
|
$650,998
0.02% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
7,181
shares
|
$650,454
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
7,178
shares
|
$650,183
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
7,167
shares
|
$649,186
0.2% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
7,166
shares
|
$649,096
0.05% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
7,152
shares
|
$647,828
0.15% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,141
shares
|
$646,831
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
7,126
shares
|
$645,473
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|