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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
361
shares
|
$32,699
0.0% of portfolio
|
Q3 2025
Added 120.12%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
360
shares
|
$32,608
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
350
shares
|
$31,703
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
350
shares
|
$31,703
0.01% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
345
shares
|
$31,250
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
340
shares
|
$30,797
0.0% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
328
shares
|
$29,710
0.01% of portfolio
|
Q3 2025
Reduced 39.59%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
324
shares
|
$29,347
0.01% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
322
shares
|
$29,166
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
321
shares
|
$29,076
0.01% of portfolio
|
Q2 2025
Added 1428.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
321
shares
|
$29,076
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
319
shares
|
$28,895
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
314
shares
|
$28,442
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
311
shares
|
$28,170
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
305
shares
|
$27,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$27,174
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
300
shares
|
$27,174
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
299
shares
|
$27,083
0.02% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
293
shares
|
$26,539
0.01% of portfolio
|
Q3 2024
Added 388.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
276
shares
|
$25,000
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
274
shares
|
$24,818
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
272
shares
|
$24,637
0.01% of portfolio
|
Q4 2024
Added 20.89%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
271
shares
|
$24,547
0.11% of portfolio
|
Q3 2025
Reduced 96.61%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
266
shares
|
$24,094
0.01% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
256
shares
|
$23,188
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|