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 |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Jan 23, 2026 Q4 2025 |
3,354
shares
|
$303,805
0.2% of portfolio
|
Q4 2025
Reduced 13.69%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
3,353
shares
|
$303,714
0.02% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
3,341
shares
|
$302,627
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
3,336
shares
|
$302,174
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
3,331
shares
|
$301,721
0.23% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,328
shares
|
$301,450
0.18% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,310
shares
|
$299,819
0.05% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,307
shares
|
$299,548
0.06% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,301
shares
|
$299,004
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
3,300
shares
|
$298,914
0.19% of portfolio
|
Q3 2021
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,300
shares
|
$298,914
0.18% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
3,298
shares
|
$298,732
0.03% of portfolio
|
Q3 2025
Reduced 41.9%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
3,296
shares
|
$298,551
0.09% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
3,295
shares
|
$298,461
0.05% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
3,293
shares
|
$298,279
0.18% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,290
shares
|
$298,008
0.06% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,282
shares
|
$297,283
0.14% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
3,281
shares
|
$297,192
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
3,278
shares
|
$296,921
0.05% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
3,278
shares
|
$296,921
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
3,274
shares
|
$296,558
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
3,272
shares
|
$296,377
0.19% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
3,271
shares
|
$296,287
0.0% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
3,270
shares
|
$296,196
0.07% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,265
shares
|
$295,743
0.06% of portfolio
|
Q1 2025
New holding
|
|