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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
117
shares
|
$10,597
0.0% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
116
shares
|
$10,507
0.0% of portfolio
|
Q3 2025
Reduced 47.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
115
shares
|
$10,416
0.0% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
106
shares
|
$9,601
0.0% of portfolio
|
Q4 2025
Reduced 82.82%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
105
shares
|
$9,510
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
104
shares
|
$9,420
0.0% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
103
shares
|
$9,329
0.0% of portfolio
|
Q3 2025
Added 32.05%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
102
shares
|
$9,239
0.0% of portfolio
|
Q1 2022
Reduced 3.77%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
102
shares
|
$9,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
101
shares
|
$9,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
101
shares
|
$9,148
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clean Yield Group
|
Jan 26, 2026 Q4 2025 |
100
shares
|
$9,058
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
100
shares
|
$9,058
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
100
shares
|
$9,058
0.0% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
100
shares
|
$9,058
0.03% of portfolio
|
Q3 2025
Reduced 99.73%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
96
shares
|
$8,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$8,605
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
95
shares
|
$8,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
93
shares
|
$8,423
0.0% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
87
shares
|
$7,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
86
shares
|
$7,789
0.0% of portfolio
|
Q4 2025
Reduced 19.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
85
shares
|
$7,699
0.0% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
81
shares
|
$7,336
0.0% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
80
shares
|
$7,246
0.0% of portfolio
|
Q2 2022
New holding
|
|