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 |
|---|---|---|---|---|---|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,298
shares
|
$208,152
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,295
shares
|
$207,881
0.16% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
2,293
shares
|
$207,699
0.07% of portfolio
|
Q3 2025
Reduced 27.48%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,293
shares
|
$207,699
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,291
shares
|
$207,518
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
2,277
shares
|
$206,250
0.13% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
2,270
shares
|
$205,616
0.07% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,263
shares
|
$204,982
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,261
shares
|
$204,801
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,260
shares
|
$204,710
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
2,258
shares
|
$204,529
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,254
shares
|
$204,167
0.01% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
2,249
shares
|
$203,714
0.05% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
2,248
shares
|
$203,623
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,246
shares
|
$203,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
2,236
shares
|
$202,536
0.01% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
2,232
shares
|
$202,174
0.09% of portfolio
|
Q3 2025
Added 2690.0%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,228
shares
|
$201,812
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
2,224
shares
|
$201,449
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,222
shares
|
$201,268
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,220
shares
|
$201,087
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
2,217
shares
|
$200,815
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
2,211
shares
|
$200,272
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
2,211
shares
|
$200,272
0.0% of portfolio
|
Q4 2025
Added 85.64%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,210
shares
|
$200,181
0.04% of portfolio
|
Q3 2025
Added 1.33%
|
|