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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,606
shares
|
$145,471
0.01% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,601
shares
|
$145,018
0.01% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,601
shares
|
$145,018
0.05% of portfolio
|
Q3 2023
Added 6.66%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,592
shares
|
$144,203
0.05% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,558
shares
|
$141,123
0.06% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,552
shares
|
$140,580
0.03% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,550
shares
|
$140,399
0.02% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,536
shares
|
$139,130
0.01% of portfolio
|
Q3 2025
Reduced 87.51%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
1,500
shares
|
$135,870
0.04% of portfolio
|
Q2 2023
Reduced 5.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,497
shares
|
$135,598
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
1,488
shares
|
$134,783
0.0% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,486
shares
|
$134,601
0.05% of portfolio
|
Q3 2024
Added 107.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,482
shares
|
$134,239
0.01% of portfolio
|
Q4 2025
Added 66.89%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,450
shares
|
$131,341
0.07% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,450
shares
|
$131,341
0.03% of portfolio
|
Q2 2025
Added 314.29%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
1,449
shares
|
$131,250
0.05% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
1,397
shares
|
$126,540
0.01% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
1,382
shares
|
$125,181
0.05% of portfolio
|
Q4 2025
Reduced 42.42%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,359
shares
|
$123,098
0.01% of portfolio
|
Q3 2025
Added 80.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,357
shares
|
$122,917
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,356
shares
|
$122,826
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$122,826
0.0% of portfolio
|
Q3 2025
Added 33800.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,343
shares
|
$121,648
0.01% of portfolio
|
Q3 2025
Reduced 28.87%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,332
shares
|
$120,652
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
1,310
shares
|
$118,659
0.07% of portfolio
|
Q1 2025
New holding
|
|