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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,068
shares
|
$96,739
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
1,037
shares
|
$93,931
0.06% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,023
shares
|
$92,663
0.01% of portfolio
|
Q4 2025
Reduced 28.31%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,015
shares
|
$91,938
0.0% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
1,013
shares
|
$91,757
0.03% of portfolio
|
Q3 2025
Added 47.88%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,012
shares
|
$91,666
0.01% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
1,007
shares
|
$91,214
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
1,000
shares
|
$90,580
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$90,580
0.64% of portfolio
|
Q1 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
980
shares
|
$88,768
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
978
shares
|
$88,587
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
974
shares
|
$88,224
0.01% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
969
shares
|
$87,772
0.04% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
967
shares
|
$87,590
0.03% of portfolio
|
Q4 2022
Reduced 38.84%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
958
shares
|
$86,775
0.08% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
935
shares
|
$84,692
0.01% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
905
shares
|
$81,974
0.05% of portfolio
|
Q3 2025
Added 52.87%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
889
shares
|
$80,525
0.07% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
877
shares
|
$79,438
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
876
shares
|
$79,348
0.01% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
870
shares
|
$78,804
0.05% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
852
shares
|
$77,174
0.02% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
840
shares
|
$76,087
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
821
shares
|
$74,366
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
820
shares
|
$74,275
0.03% of portfolio
|
Q3 2025
New holding
|
|