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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6,229
shares
|
$564,222
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
6,218
shares
|
$563,226
0.08% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
6,191
shares
|
$560,780
0.09% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
6,179
shares
|
$559,693
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
6,174
shares
|
$559,240
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
6,166
shares
|
$558,516
0.1% of portfolio
|
Q3 2025
Reduced 42.53%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
6,149
shares
|
$556,976
0.21% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,145
shares
|
$556,614
0.04% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
6,134
shares
|
$555,617
0.15% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,125
shares
|
$554,802
0.31% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
6,090
shares
|
$551,632
0.05% of portfolio
|
Q4 2025
Added 4.26%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
6,083
shares
|
$550,998
0.15% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
6,081
shares
|
$550,816
0.03% of portfolio
|
Q3 2025
Added 28.86%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
6,073
shares
|
$550,092
0.03% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
6,070
shares
|
$549,820
0.1% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,063
shares
|
$549,186
0.2% of portfolio
|
Q3 2025
Added 39.7%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
6,032
shares
|
$546,378
0.16% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
6,025
shares
|
$545,744
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
6,020
shares
|
$545,291
0.22% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
6,010
shares
|
$544,385
0.12% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,008
shares
|
$544,204
0.05% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,993
shares
|
$542,845
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,988
shares
|
$542,393
0.07% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
5,981
shares
|
$541,758
0.2% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
5,950
shares
|
$538,951
0.05% of portfolio
|
Q1 2024
Reduced 4.16%
|
|