SO — Southern Co Institutional Holders · Q3 2026

Name: Who Owns SO? 130 Institutions Hold $220M (Q3 2026)
Creator: ko.io

Who owns Southern Co (SO)? 130 institutions reported holding $220.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($109.0M), Farther Finance Advisors, LLC ($11.5M), Rockland Trust Co ($8.9M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$109.0M	1.3M	Trimmed
2	Farther Finance Advisors, LLC	$11.5M	139,101	Added
3	ROCKLAND TRUST CO	$8.9M	106,879	Trimmed
4	MassMutual Private Wealth & Trust, FSB	$5.6M	67,401	Trimmed
5	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$5.4M	64,715	Added
6	EASTERN BANK	$4.2M	51,165	Hold
7	HF Advisory Group, LLC	$4.1M	49,363	Added
8	TrueWealth Advisors, LLC	$3.4M	40,535	Added
9	Stonebridge Financial Group, LLC	$3.3M	40,080	Added
10	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.0M	35,886	Trimmed
11	Apella Capital, LLC	$2.7M	31,256	Added
12	GAMMA Investing LLC	$2.4M	29,066	Trimmed
13	Castle Rock Wealth Management, LLC	$2.2M	25,809	New
14	CX Institutional	$1.8M	22,061	Added
15	Venture Visionary Partners LLC	$1.8M	21,320	Added
16	BENEDICT FINANCIAL ADVISORS INC	$1.7M	20,669	Trimmed
17	Wedmont Private Capital	$1.6M	18,829	Added
18	Valeo Financial Advisors, LLC	$1.6M	19,476	Trimmed
19	RVW Wealth, LLC	$1.5M	18,585	New
20	Allen Mooney & Barnes Investment Advisors LLC	$1.4M	16,544	Trimmed
21	Grove Bank & Trust	$1.4M	16,339	Added
22	CapWealth Advisors, LLC	$1.3M	16,184	Trimmed
23	Bangor Savings Bank	$1.3M	15,873	Trimmed
24	Parrish Capital LLC	$1.3M	15,284	Trimmed
25	STABLEFORD CAPITAL II LLC	$1.2M	14,010	Added

Source: SEC Form 13F filings · as of 2026-09-30