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 |
|---|---|---|---|---|---|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,440
shares
|
$221,015
0.04% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
2,425
shares
|
$219,656
0.14% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
2,424
shares
|
$219,565
0.18% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
2,422
shares
|
$219,384
0.16% of portfolio
|
Q3 2025
Reduced 78.43%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
2,419
shares
|
$219,113
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,415
shares
|
$218,750
0.01% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
2,414
shares
|
$218,660
0.01% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
2,413
shares
|
$218,569
0.04% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
2,411
shares
|
$218,388
0.17% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,410
shares
|
$218,297
0.16% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
2,409
shares
|
$218,207
0.15% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
2,407
shares
|
$218,026
0.13% of portfolio
|
Q3 2025
Reduced 57.85%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Jan 23, 2026 Q4 2025 |
2,404
shares
|
$217,754
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$217,392
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,392
shares
|
$216,667
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,391
shares
|
$216,576
0.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
2,389
shares
|
$216,395
0.1% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,387
shares
|
$216,214
0.0% of portfolio
|
Q3 2025
Reduced 56.82%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,386
shares
|
$216,123
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
2,386
shares
|
$216,123
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
2,385
shares
|
$216,033
0.03% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
2,374
shares
|
$215,036
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,373
shares
|
$214,946
0.04% of portfolio
|
Q4 2022
Added 6.89%
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
2,370
shares
|
$214,674
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,365
shares
|
$214,221
0.22% of portfolio
|
Q3 2025
Reduced 90.16%
|
|