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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
5,050
shares
|
$457,429
0.04% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
5,043
shares
|
$456,794
0.34% of portfolio
|
Q4 2025
Added 21.28%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
5,026
shares
|
$455,255
0.21% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
5,025
shares
|
$455,164
0.18% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
5,000
shares
|
$452,900
0.13% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
4,995
shares
|
$452,447
0.07% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
4,991
shares
|
$452,084
0.33% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
4,989
shares
|
$451,903
0.45% of portfolio
|
Q4 2025
Reduced 9.93%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,982
shares
|
$451,269
0.05% of portfolio
|
Q3 2025
Reduced 45.25%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,969
shares
|
$450,092
0.01% of portfolio
|
Q3 2025
Added 51.68%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
4,947
shares
|
$448,099
0.1% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
4,937
shares
|
$447,193
0.03% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,935
shares
|
$447,012
0.04% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,932
shares
|
$446,740
0.11% of portfolio
|
Q2 2025
Added 49.77%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,925
shares
|
$446,106
0.15% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
4,920
shares
|
$445,653
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
4,913
shares
|
$445,019
0.13% of portfolio
|
Q4 2025
Reduced 11.21%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
4,911
shares
|
$444,838
0.15% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
4,902
shares
|
$444,023
0.08% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
4,900
shares
|
$443,842
0.07% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
4,900
shares
|
$443,842
0.25% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,899
shares
|
$443,751
0.01% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
4,887
shares
|
$442,664
0.15% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Jan 20, 2026 Q4 2025 |
4,884
shares
|
$442,392
0.3% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
4,882
shares
|
$442,211
0.02% of portfolio
|
Q4 2025
Reduced 7.24%
|
|