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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
2,691
shares
|
$243,750
0.09% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,688
shares
|
$243,479
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
2,686
shares
|
$243,297
0.12% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,679
shares
|
$242,663
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
2,676
shares
|
$242,392
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
2,671
shares
|
$241,939
0.09% of portfolio
|
Q3 2025
Reduced 99.24%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,669
shares
|
$241,758
0.02% of portfolio
|
Q4 2025
Reduced 6.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
2,668
shares
|
$241,667
0.05% of portfolio
|
Q4 2025
Reduced 5.49%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
2,664
shares
|
$241,305
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
2,659
shares
|
$240,852
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,653
shares
|
$240,308
0.04% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
2,650
shares
|
$240,037
0.04% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
2,646
shares
|
$239,674
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,643
shares
|
$239,402
0.03% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
2,642
shares
|
$239,312
0.13% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
2,635
shares
|
$238,678
0.02% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
2,628
shares
|
$238,044
0.01% of portfolio
|
Q4 2025
Reduced 17.49%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
2,622
shares
|
$237,500
0.09% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
2,620
shares
|
$237,319
0.02% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Jan 21, 2026 Q4 2025 |
2,615
shares
|
$236,866
0.12% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,611
shares
|
$236,504
0.02% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,608
shares
|
$236,232
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Jan 20, 2026 Q4 2025 |
2,606
shares
|
$236,051
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
2,600
shares
|
$235,508
0.09% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
2,600
shares
|
$235,508
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|