Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,541 institutions that hold shares in the stock, with a total of 782 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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
231,291
shares
|
$21 Million
0.53% of portfolio
|
Q4 2023
Added 1.77%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
230,928
shares
|
$20.9 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
230,123
shares
|
$20.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
229,892
shares
|
$20.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
224,580
shares
|
$20.3 Million
0.34% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
224,041
shares
|
$20.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
223,975
shares
|
$20.3 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
223,306
shares
|
$20.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
220,155
shares
|
$19.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
213,312
shares
|
$19.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
211,962
shares
|
$19.2 Million
0.37% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
211,178
shares
|
$19.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
210,903
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
208,204
shares
|
$18.9 Million
0.72% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
207,170
shares
|
$18.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
206,340
shares
|
$18.7 Million
0.05% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
206,221
shares
|
$18.7 Million
0.5% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
205,242
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2022
Added 26.19%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
204,295
shares
|
$18.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Jan 15, 2026 Q3 2025 |
201,920
shares
|
$18.3 Million
1.15% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
196,636
shares
|
$17.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
196,503
shares
|
$17.8 Million
0.48% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
194,448
shares
|
$17.6 Million
0.22% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
191,971
shares
|
$17.4 Million
1.02% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
190,520
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2025
Added 17.17%
|
|