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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
2,526
shares
|
$228,805
0.07% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
2,520
shares
|
$228,261
0.07% of portfolio
|
Q4 2025
Added 6.37%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,510
shares
|
$227,355
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
2,507
shares
|
$227,084
0.08% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
2,505
shares
|
$226,902
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
2,504
shares
|
$226,812
0.1% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
2,503
shares
|
$226,721
0.14% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$226,450
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$226,450
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$226,450
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,493
shares
|
$225,815
0.07% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
2,490
shares
|
$225,544
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,489
shares
|
$225,453
0.02% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
2,488
shares
|
$225,363
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
2,475
shares
|
$224,185
0.07% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
2,466
shares
|
$223,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
2,460
shares
|
$222,826
0.03% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
2,458
shares
|
$222,645
0.11% of portfolio
|
Q4 2025
Added 3.19%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
2,458
shares
|
$222,645
0.13% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,456
shares
|
$222,464
0.01% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
2,453
shares
|
$222,192
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,452
shares
|
$222,102
0.05% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
2,449
shares
|
$221,830
0.1% of portfolio
|
Q3 2025
Reduced 53.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
2,449
shares
|
$221,830
0.05% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,447
shares
|
$221,649
0.05% of portfolio
|
Q3 2025
New holding
|
|