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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
2,365
shares
|
$214,221
0.08% of portfolio
|
Q4 2025
Reduced 8.12%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,363
shares
|
$214,040
0.06% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
2,358
shares
|
$213,587
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
2,358
shares
|
$213,587
0.14% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
2,356
shares
|
$213,406
0.29% of portfolio
|
Q4 2025
Added 8.52%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
2,351
shares
|
$212,953
0.16% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,348
shares
|
$212,681
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,346
shares
|
$212,500
0.11% of portfolio
|
Q2 2024
Reduced 80.87%
|
|
|
Guardian Wealth Management, LLC
Chattanooga, TN |
Jan 20, 2026 Q4 2025 |
2,346
shares
|
$212,500
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
2,340
shares
|
$211,957
0.09% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Jan 23, 2026 Q4 2025 |
2,327
shares
|
$210,779
0.1% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,326
shares
|
$210,689
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
2,326
shares
|
$210,689
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Jan 26, 2026 Q4 2025 |
2,325
shares
|
$210,598
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 26, 2026 Q4 2025 |
2,325
shares
|
$210,598
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
2,321
shares
|
$210,236
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 16, 2026 Q4 2025 |
2,317
shares
|
$209,873
0.17% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
2,311
shares
|
$209,330
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,310
shares
|
$209,239
0.07% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Parthenon LLC
|
Jan 22, 2026 Q4 2025 |
2,307
shares
|
$208,968
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
2,307
shares
|
$208,968
0.11% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
2,305
shares
|
$208,786
0.03% of portfolio
|
Q4 2025
Reduced 9.22%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
2,300
shares
|
$208,334
0.1% of portfolio
|
Q4 2025
Added 9.79%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
2,300
shares
|
$208,334
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$208,334
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|