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 |
|---|---|---|---|---|---|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
200
shares
|
$18,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
200
shares
|
$18,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
196
shares
|
$17,753
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Riverview Trust CO
|
Jan 23, 2026 Q4 2025 |
194
shares
|
$17,572
0.03% of portfolio
|
Q2 2025
Reduced 89.61%
|
|
|
Tower View Investment Management & Research LLC
|
Jan 23, 2026 Q4 2025 |
194
shares
|
$17,572
0.01% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
192
shares
|
$17,391
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
192
shares
|
$17,391
0.01% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
186
shares
|
$16,847
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jan 23, 2026 Q4 2025 |
183
shares
|
$16,576
0.01% of portfolio
|
Q4 2025
Reduced 6.63%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
180
shares
|
$16,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
162
shares
|
$14,673
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
156
shares
|
$14,130
0.0% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
156
shares
|
$14,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
154
shares
|
$13,949
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
153
shares
|
$13,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
150
shares
|
$13,587
0.01% of portfolio
|
Q1 2023
Reduced 21.05%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
150
shares
|
$13,587
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
150
shares
|
$13,587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
147
shares
|
$13,315
0.02% of portfolio
|
Q2 2025
Reduced 83.92%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
145
shares
|
$13,134
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
144
shares
|
$13,043
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
144
shares
|
$13,043
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
140
shares
|
$12,681
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
129
shares
|
$11,684
0.0% of portfolio
|
Q4 2025
Reduced 50.19%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
122
shares
|
$11,050
0.0% of portfolio
|
Q4 2024
New holding
|
|