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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 26, 2026 Q4 2025 |
4,274
shares
|
$387,138
0.03% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
4,262
shares
|
$386,051
0.02% of portfolio
|
Q4 2025
Added 27.22%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
4,262
shares
|
$386,051
0.08% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
4,257
shares
|
$385,599
0.05% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 26, 2026 Q4 2025 |
4,251
shares
|
$385,055
0.13% of portfolio
|
Q4 2025
Added 39.06%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
4,250
shares
|
$384,965
0.04% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
4,243
shares
|
$384,330
0.08% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
4,238
shares
|
$383,878
0.24% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
4,232
shares
|
$383,334
0.01% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
4,227
shares
|
$382,881
0.07% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
4,227
shares
|
$382,881
0.2% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,200
shares
|
$380,436
0.06% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
4,197
shares
|
$380,164
0.31% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,193
shares
|
$379,801
0.09% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,190
shares
|
$379,530
0.02% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
4,176
shares
|
$378,262
0.27% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
4,174
shares
|
$378,080
0.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
4,167
shares
|
$377,446
0.04% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
4,162
shares
|
$376,993
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,158
shares
|
$376,631
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
4,149
shares
|
$375,816
0.05% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
4,142
shares
|
$375,182
0.1% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
4,132
shares
|
$374,276
0.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
4,131
shares
|
$374,185
0.09% of portfolio
|
Q4 2025
Reduced 6.35%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
4,129
shares
|
$374,004
0.09% of portfolio
|
Q3 2025
Added 15.24%
|
|