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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,108
shares
|
$643,842
0.53% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
7,093
shares
|
$642,483
0.17% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
7,090
shares
|
$642,212
0.34% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
7,090
shares
|
$642,212
0.06% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,084
shares
|
$641,668
0.06% of portfolio
|
Q4 2022
Reduced 15.51%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
7,053
shares
|
$638,860
0.28% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
7,033
shares
|
$637,049
0.31% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
7,010
shares
|
$634,965
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 23, 2026 Q4 2025 |
7,009
shares
|
$634,875
0.2% of portfolio
|
Q4 2025
Added 13.23%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,006
shares
|
$634,603
0.08% of portfolio
|
Q3 2025
Added 54.11%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
6,974
shares
|
$631,704
0.02% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
6,971
shares
|
$631,433
0.06% of portfolio
|
Q4 2025
Reduced 8.61%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,953
shares
|
$629,802
0.0% of portfolio
|
Q3 2022
Added 7.43%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
6,929
shares
|
$627,628
0.05% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
6,929
shares
|
$627,628
0.02% of portfolio
|
Q3 2025
Added 80.44%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
6,925
shares
|
$627,266
0.1% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
6,891
shares
|
$624,186
0.02% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
6,890
shares
|
$624,096
0.11% of portfolio
|
Q1 2019
Reduced 25.94%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
6,884
shares
|
$623,552
0.14% of portfolio
|
Q2 2023
Reduced 0.39%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
6,863
shares
|
$621,650
0.04% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
6,852
shares
|
$620,654
0.12% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
6,830
shares
|
$618,661
0.05% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
6,825
shares
|
$618,208
0.06% of portfolio
|
Q4 2025
Reduced 4.26%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 23, 2026 Q4 2025 |
6,814
shares
|
$617,212
0.09% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,811
shares
|
$616,940
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|