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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
2,208
shares
|
$200,000
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
2,206
shares
|
$199,819
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
2,203
shares
|
$199,547
0.13% of portfolio
|
Q3 2025
Reduced 67.65%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,201
shares
|
$199,366
0.02% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
2,200
shares
|
$199,276
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,200
shares
|
$199,276
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
2,200
shares
|
$199,276
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
2,200
shares
|
$199,276
0.07% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,196
shares
|
$198,913
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,180
shares
|
$197,464
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
2,174
shares
|
$196,920
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
2,173
shares
|
$196,830
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
2,170
shares
|
$196,558
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,165
shares
|
$196,105
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
2,164
shares
|
$196,015
0.06% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
2,160
shares
|
$195,652
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2,160
shares
|
$195,652
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,155
shares
|
$195,199
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
2,155
shares
|
$195,199
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,150
shares
|
$194,747
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,138
shares
|
$193,660
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
2,129
shares
|
$192,844
0.03% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
2,089
shares
|
$189,221
0.11% of portfolio
|
Q1 2025
Reduced 7.53%
|
|