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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
256
shares
|
$23,188
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
250
shares
|
$22,645
0.01% of portfolio
|
Q2 2023
Added 150.0%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
246
shares
|
$22,282
0.0% of portfolio
|
Q4 2025
Added 70.83%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
246
shares
|
$22,282
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
246
shares
|
$22,282
0.01% of portfolio
|
Q2 2025
Added 846.15%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
244
shares
|
$22,101
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
242
shares
|
$21,920
0.0% of portfolio
|
Q4 2025
Reduced 15.68%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
242
shares
|
$21,920
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
236
shares
|
$21,376
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
236
shares
|
$21,376
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
235
shares
|
$21,286
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
232
shares
|
$21,014
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
232
shares
|
$21,014
0.01% of portfolio
|
Q1 2025
Reduced 45.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
231
shares
|
$20,923
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
230
shares
|
$20,833
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
222
shares
|
$20,108
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
212
shares
|
$19,202
0.0% of portfolio
|
Q1 2025
Added 75.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
211
shares
|
$19,112
0.0% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
205
shares
|
$18,568
0.0% of portfolio
|
Q4 2025
Reduced 12.77%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
203
shares
|
$18,387
0.03% of portfolio
|
Q3 2025
Reduced 47.95%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
202
shares
|
$18,297
0.0% of portfolio
|
Q3 2025
Reduced 59.11%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$18,116
0.01% of portfolio
|
Q4 2019
Reduced 9.09%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
200
shares
|
$18,116
0.0% of portfolio
|
Q4 2024
Reduced 69.65%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
200
shares
|
$18,116
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
200
shares
|
$18,116
0.0% of portfolio
|
Q3 2022
New holding
|
|