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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
5,450
shares
|
$493,661
0.19% of portfolio
|
Q1 2024
Reduced 16.15%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
5,423
shares
|
$491,215
0.16% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,410
shares
|
$490,037
0.33% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
5,403
shares
|
$489,403
0.13% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
5,401
shares
|
$489,222
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
5,398
shares
|
$488,950
0.23% of portfolio
|
Q4 2022
Added 0.32%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,397
shares
|
$488,860
0.08% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
5,396
shares
|
$488,769
0.15% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
5,396
shares
|
$488,769
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
5,390
shares
|
$488,226
0.25% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5,388
shares
|
$488,045
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,386
shares
|
$487,863
0.09% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
5,356
shares
|
$485,146
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
5,333
shares
|
$483,063
0.08% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
5,315
shares
|
$481,432
0.09% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,294
shares
|
$479,530
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
5,290
shares
|
$479,168
0.06% of portfolio
|
Q4 2025
Reduced 4.8%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
5,286
shares
|
$478,805
0.55% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 26, 2026 Q4 2025 |
5,268
shares
|
$477,175
0.03% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,265
shares
|
$476,903
0.06% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
5,260
shares
|
$476,450
0.05% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
5,256
shares
|
$476,088
0.04% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
5,250
shares
|
$475,545
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,249
shares
|
$475,454
0.13% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,225
shares
|
$473,280
0.06% of portfolio
|
Q3 2025
Added 2.67%
|
|