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 |
|---|---|---|---|---|---|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
600
shares
|
$54,348
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
587
shares
|
$53,170
0.01% of portfolio
|
Q2 2022
Reduced 34.41%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
580
shares
|
$52,536
0.03% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
574
shares
|
$51,992
0.05% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
573
shares
|
$51,902
0.03% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
569
shares
|
$51,540
0.02% of portfolio
|
Q2 2025
Reduced 43.44%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
566
shares
|
$51,268
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
557
shares
|
$50,453
0.01% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
557
shares
|
$50,453
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
555
shares
|
$50,271
0.0% of portfolio
|
Q2 2025
Reduced 77.39%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
552
shares
|
$50,000
0.0% of portfolio
|
Q3 2022
Reduced 49.22%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
551
shares
|
$49,909
0.01% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
545
shares
|
$49,366
0.02% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
545
shares
|
$49,366
0.01% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
543
shares
|
$49,184
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
534
shares
|
$48,369
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
526
shares
|
$47,645
0.04% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
518
shares
|
$46,920
0.02% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
508
shares
|
$46,014
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
504
shares
|
$45,652
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
504
shares
|
$45,652
0.03% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
500
shares
|
$45,290
0.01% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
490
shares
|
$44,384
0.03% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
487
shares
|
$44,112
0.0% of portfolio
|
Q3 2025
Added 39.14%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
485
shares
|
$43,931
0.02% of portfolio
|
Q1 2025
Reduced 17.52%
|
|