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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,778
shares
|
$251,631
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
2,774
shares
|
$251,268
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
2,773
shares
|
$251,178
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,769
shares
|
$250,816
0.01% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
2,768
shares
|
$250,725
0.0% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
2,765
shares
|
$250,453
0.17% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
2,764
shares
|
$250,363
0.12% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,756
shares
|
$249,638
0.04% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
2,752
shares
|
$249,276
0.04% of portfolio
|
Q4 2025
Added 28.6%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
2,750
shares
|
$249,095
0.03% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Liberty Capital Management, Inc.
|
Jan 26, 2026 Q4 2025 |
2,744
shares
|
$248,551
0.05% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
2,744
shares
|
$248,551
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
2,733
shares
|
$247,555
0.04% of portfolio
|
Q4 2025
Reduced 5.2%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
2,722
shares
|
$246,558
0.09% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
2,716
shares
|
$246,015
0.01% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
2,715
shares
|
$245,924
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
2,712
shares
|
$245,652
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
2,708
shares
|
$245,290
0.17% of portfolio
|
Q4 2025
Added 9.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,703
shares
|
$244,837
0.02% of portfolio
|
Q3 2025
Added 342.39%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
2,700
shares
|
$244,566
0.02% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
2,698
shares
|
$244,384
0.17% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
2,698
shares
|
$244,384
0.06% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,697
shares
|
$244,294
0.06% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
2,694
shares
|
$244,022
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,693
shares
|
$243,931
0.09% of portfolio
|
Q2 2024
New holding
|
|