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 |
|---|---|---|---|---|---|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
3,002
shares
|
$271,921
0.18% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,001
shares
|
$271,830
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,001
shares
|
$271,830
0.04% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Asset Management Advisors, LLC
|
Jan 06, 2026 Q4 2025 |
3,000
shares
|
$271,740
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,000
shares
|
$271,740
0.01% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
3,000
shares
|
$271,740
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
2,991
shares
|
$270,924
0.05% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,988
shares
|
$270,653
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
2,986
shares
|
$270,471
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,985
shares
|
$270,381
0.16% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,984
shares
|
$270,290
0.03% of portfolio
|
Q3 2025
Reduced 35.66%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
2,983
shares
|
$270,200
0.23% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,983
shares
|
$270,200
0.05% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,982
shares
|
$270,109
0.19% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
2,978
shares
|
$269,747
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 26, 2026 Q4 2025 |
2,978
shares
|
$269,747
0.05% of portfolio
|
Q4 2025
Reduced 9.89%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
2,973
shares
|
$269,294
0.04% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
2,965
shares
|
$268,569
0.08% of portfolio
|
Q4 2025
Reduced 25.56%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,959
shares
|
$268,026
0.04% of portfolio
|
Q3 2025
Added 31.16%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,957
shares
|
$267,845
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,957
shares
|
$267,845
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,952
shares
|
$267,392
1.25% of portfolio
|
Q3 2022
Reduced 47.95%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,950
shares
|
$267,211
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 20, 2026 Q4 2025 |
2,942
shares
|
$266,486
0.03% of portfolio
|
Q4 2025
Reduced 4.82%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
2,938
shares
|
$266,124
0.09% of portfolio
|
Q4 2025
Reduced 1.01%
|
|