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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
4,114
shares
|
$372,646
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
4,111
shares
|
$372,374
0.02% of portfolio
|
Q4 2025
Reduced 3.9%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
4,102
shares
|
$371,559
0.06% of portfolio
|
Q3 2025
Added 33.01%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,097
shares
|
$371,106
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
4,093
shares
|
$370,743
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
4,083
shares
|
$369,838
0.05% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,080
shares
|
$369,566
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,063
shares
|
$368,026
0.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
4,061
shares
|
$367,845
0.04% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
4,057
shares
|
$367,483
0.02% of portfolio
|
Q4 2025
Added 25.53%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,048
shares
|
$366,667
0.44% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
4,039
shares
|
$365,852
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Monument Capital Management
|
Jan 23, 2026 Q4 2025 |
4,019
shares
|
$364,041
0.09% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
4,019
shares
|
$364,041
0.07% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
4,011
shares
|
$363,316
0.06% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
4,005
shares
|
$362,772
0.04% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
4,000
shares
|
$362,320
0.13% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,988
shares
|
$361,233
0.28% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
3,977
shares
|
$360,236
0.07% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
3,977
shares
|
$360,236
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
3,961
shares
|
$358,787
0.04% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,960
shares
|
$358,696
0.02% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,958
shares
|
$358,515
0.11% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,948
shares
|
$357,609
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,933
shares
|
$356,251
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|