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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,190
shares
|
$470,110
0.02% of portfolio
|
Q4 2022
Added 7.61%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
5,185
shares
|
$469,657
0.21% of portfolio
|
Q2 2022
Reduced 46.71%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,173
shares
|
$468,570
0.03% of portfolio
|
Q3 2022
Added 1.53%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
5,173
shares
|
$468,570
0.21% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
5,171
shares
|
$468,389
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
5,168
shares
|
$468,117
0.03% of portfolio
|
Q3 2025
Reduced 74.61%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
5,160
shares
|
$467,392
0.28% of portfolio
|
Q2 2023
Added 3.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,155
shares
|
$466,939
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
5,145
shares
|
$466,034
0.37% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
5,142
shares
|
$465,762
0.08% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
5,138
shares
|
$465,400
0.14% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
5,131
shares
|
$464,765
0.02% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
5,118
shares
|
$463,588
0.05% of portfolio
|
Q4 2025
Reduced 9.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,110
shares
|
$462,863
0.08% of portfolio
|
Q3 2025
Added 69.09%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
5,105
shares
|
$462,410
0.09% of portfolio
|
Q4 2025
Reduced 9.37%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 26, 2026 Q4 2025 |
5,105
shares
|
$462,410
0.12% of portfolio
|
Q4 2025
Added 9.55%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
5,104
shares
|
$462,320
0.29% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
5,100
shares
|
$461,958
0.07% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,095
shares
|
$461,505
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
5,077
shares
|
$459,874
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,075
shares
|
$459,693
0.05% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
5,064
shares
|
$458,697
0.01% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
5,060
shares
|
$458,334
0.09% of portfolio
|
Q1 2024
Reduced 26.02%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
5,060
shares
|
$458,334
0.03% of portfolio
|
Q4 2025
Added 23.05%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
5,057
shares
|
$458,063
0.02% of portfolio
|
Q3 2025
Added 52.6%
|
|