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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
3,459
shares
|
$313,316
0.12% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
3,459
shares
|
$313,316
0.18% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,452
shares
|
$312,682
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
3,443
shares
|
$311,866
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,440
shares
|
$311,595
0.01% of portfolio
|
Q3 2025
Added 34.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,435
shares
|
$311,142
0.05% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
3,434
shares
|
$311,051
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
3,428
shares
|
$310,508
0.03% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,427
shares
|
$310,417
0.21% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,425
shares
|
$310,236
0.06% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,421
shares
|
$309,874
0.02% of portfolio
|
Q3 2025
Reduced 82.49%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,408
shares
|
$308,696
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,402
shares
|
$308,153
0.01% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,402
shares
|
$308,153
0.18% of portfolio
|
Q4 2023
Reduced 6.85%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$307,972
0.01% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
3,398
shares
|
$307,790
0.0% of portfolio
|
Q2 2025
Reduced 25.68%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
3,393
shares
|
$307,337
0.15% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
3,390
shares
|
$307,066
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,389
shares
|
$306,975
0.08% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
3,381
shares
|
$306,250
0.22% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
3,375
shares
|
$305,707
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
3,375
shares
|
$305,707
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
3,374
shares
|
$305,616
0.01% of portfolio
|
Q4 2025
Reduced 2.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
3,373
shares
|
$305,526
0.02% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
3,367
shares
|
$304,982
0.08% of portfolio
|
Q3 2025
Reduced 11.97%
|
|