Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,538 institutions that hold shares in the stock, with a total of 783 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 |
|---|---|---|---|---|---|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
3,575
shares
|
$323,823
0.15% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,566
shares
|
$323,008
0.03% of portfolio
|
Q4 2025
Reduced 31.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,563
shares
|
$322,736
0.03% of portfolio
|
Q3 2025
Reduced 36.67%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,550
shares
|
$321,559
0.14% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
3,548
shares
|
$321,377
0.07% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
3,547
shares
|
$321,287
0.05% of portfolio
|
Q4 2025
Reduced 35.85%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
3,544
shares
|
$321,015
0.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
3,535
shares
|
$320,200
0.02% of portfolio
|
Q4 2025
Reduced 55.67%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
3,534
shares
|
$320,109
0.09% of portfolio
|
Q4 2025
Reduced 56.92%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,532
shares
|
$319,928
0.04% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
3,531
shares
|
$319,837
0.01% of portfolio
|
Q4 2025
Added 41.52%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
3,509
shares
|
$317,845
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
3,503
shares
|
$317,301
0.07% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
3,502
shares
|
$317,211
0.12% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
3,500
shares
|
$317,030
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
3,496
shares
|
$316,667
0.12% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
3,495
shares
|
$316,577
0.14% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
3,493
shares
|
$316,395
0.1% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 21, 2025 Q3 2025 |
3,492
shares
|
$316,305
0.29% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 20, 2026 Q4 2025 |
3,488
shares
|
$315,943
0.07% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,487
shares
|
$315,852
0.09% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,469
shares
|
$314,222
0.0% of portfolio
|
Q3 2025
Reduced 23.34%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,468
shares
|
$314,131
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
3,466
shares
|
$313,950
0.25% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
3,464
shares
|
$313,769
0.1% of portfolio
|
Q3 2025
New holding
|
|