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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Jan 26, 2026 Q4 2025 |
4,875
shares
|
$441,577
0.02% of portfolio
|
Q4 2025
Reduced 19.73%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
4,873
shares
|
$441,396
0.18% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
4,871
shares
|
$441,215
0.19% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,868
shares
|
$440,943
0.1% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
4,866
shares
|
$440,762
0.03% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
4,859
shares
|
$440,128
0.05% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
4,857
shares
|
$439,947
0.21% of portfolio
|
Q4 2025
Reduced 21.08%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
4,852
shares
|
$439,494
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
4,850
shares
|
$439,313
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
4,843
shares
|
$438,678
0.07% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
4,808
shares
|
$435,508
0.02% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
4,807
shares
|
$435,418
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
4,805
shares
|
$435,236
0.05% of portfolio
|
Q4 2025
Reduced 4.62%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
4,804
shares
|
$435,146
0.13% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,793
shares
|
$434,149
0.39% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
4,775
shares
|
$432,519
0.04% of portfolio
|
Q4 2024
Added 45.8%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,752
shares
|
$430,436
0.08% of portfolio
|
Q1 2023
Reduced 6.55%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,751
shares
|
$430,345
0.21% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,710
shares
|
$426,631
0.18% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
4,710
shares
|
$426,631
0.1% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 14, 2026 Q4 2025 |
4,709
shares
|
$426,541
0.03% of portfolio
|
Q4 2025
Reduced 97.09%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
4,707
shares
|
$426,360
0.14% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
4,706
shares
|
$426,269
0.03% of portfolio
|
Q3 2025
Added 49.82%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
4,703
shares
|
$425,997
0.04% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,691
shares
|
$424,910
0.01% of portfolio
|
Q3 2025
Added 11.45%
|
|