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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
6,803
shares
|
$616,215
0.19% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
6,796
shares
|
$615,581
0.29% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
6,795
shares
|
$615,491
0.08% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,794
shares
|
$615,400
0.15% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,768
shares
|
$613,045
0.03% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
6,688
shares
|
$605,799
0.06% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,672
shares
|
$604,349
0.04% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
6,662
shares
|
$603,443
0.14% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
6,640
shares
|
$601,451
0.02% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 20, 2026 Q4 2025 |
6,638
shares
|
$601,270
0.05% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,636
shares
|
$601,088
0.01% of portfolio
|
Q2 2022
Reduced 1.34%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
6,627
shares
|
$600,273
0.09% of portfolio
|
Q1 2023
Reduced 0.9%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
6,625
shares
|
$600,092
0.05% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,615
shares
|
$599,186
0.01% of portfolio
|
Q3 2025
Reduced 80.79%
|
|
|
Finward Bancorp
Munster, IN |
Jan 21, 2026 Q4 2025 |
6,586
shares
|
$596,559
0.45% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
6,580
shares
|
$596,016
0.18% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
6,580
shares
|
$596,016
0.17% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
6,570
shares
|
$595,110
0.07% of portfolio
|
Q4 2025
Reduced 6.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
6,565
shares
|
$594,657
0.03% of portfolio
|
Q4 2025
Reduced 10.89%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
6,550
shares
|
$593,299
0.45% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
6,546
shares
|
$592,936
0.01% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,542
shares
|
$592,574
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
6,521
shares
|
$590,672
0.33% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,509
shares
|
$589,585
0.13% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
6,501
shares
|
$588,860
0.14% of portfolio
|
Q4 2025
Reduced 10.91%
|
|