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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
3,261
shares
|
$295,381
0.08% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
3,261
shares
|
$295,381
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
3,257
shares
|
$295,019
0.09% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,248
shares
|
$294,203
0.02% of portfolio
|
Q3 2022
Reduced 19.06%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
3,245
shares
|
$293,932
0.02% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
3,225
shares
|
$292,120
0.04% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
3,215
shares
|
$291,214
0.09% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
3,201
shares
|
$289,946
0.08% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,200
shares
|
$289,856
0.03% of portfolio
|
Q3 2023
Reduced 39.62%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
3,200
shares
|
$289,856
0.34% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,193
shares
|
$289,221
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,188
shares
|
$288,769
0.04% of portfolio
|
Q4 2025
Reduced 8.31%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
3,185
shares
|
$288,497
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
3,156
shares
|
$285,870
0.13% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
3,153
shares
|
$285,598
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,151
shares
|
$285,417
0.01% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
3,150
shares
|
$285,327
0.07% of portfolio
|
Q3 2025
Reduced 58.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
3,148
shares
|
$285,145
0.2% of portfolio
|
Q4 2023
Added 13.69%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
3,145
shares
|
$284,874
0.17% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
3,139
shares
|
$284,330
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
3,138
shares
|
$284,240
0.03% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
3,137
shares
|
$284,149
0.03% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,137
shares
|
$284,149
0.07% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,134
shares
|
$283,877
0.12% of portfolio
|
Q3 2025
Added 16.72%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Jan 23, 2026 Q4 2025 |
3,130
shares
|
$283,515
0.11% of portfolio
|
Q4 2025
Added 3.3%
|
|