SO Southern Company
Southern Company (SO) Institutional Ownership
What the institutions did with SO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.3M | 76.8% |
| ROCKLAND TRUST CO | 106.9K | 6.2% |
| MassMutual Private Wealth & Trust, FSB | 67.4K | 3.9% |
| EASTERN BANK | 51.2K | 3.0% |
| Stonebridge Financial Group, LLC | 40.1K | 2.3% |
| CX Institutional | 22.1K | 1.3% |
| CapWealth Advisors, LLC | 16.2K | 0.9% |
| Parrish Capital LLC | 15.3K | 0.9% |
| GoalVest Advisory LLC | 13.3K | 0.8% |
| PARK NATIONAL CORP /OH/ | 12.8K | 0.7% |
| Montecito Bank & Trust | 10.9K | 0.6% |
| Ballew Advisors, Inc | 5.8K | 0.3% |
| Hickory Point Bank & Trust | 5.7K | 0.3% |
| Eastover Investment Advisors LLC | 5.2K | 0.3% |
| DOLIVER ADVISORS, LP | 5.1K | 0.3% |
| Violich Capital Management, Inc. | 4.6K | 0.3% |
| Rosenberg Matthew Hamilton | 4.6K | 0.3% |
| Versant Capital Management, Inc | 3.9K | 0.2% |
| Coastline Trust Co | 2.7K | 0.2% |
| ACIMA PRIVATE WEALTH, LLC | 1.5K | 0.1% |
| Roxbury Financial LLC | 911 | 0.1% |
| Olistico Wealth, LLC | 752 | 0.0% |
| Planning Strategies Inc. | 666 | 0.0% |
| TOMPKINS FINANCIAL CORP | 555 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 64 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 1.4M | 1.3M | -55.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Sold Out | 2.6K | 0 | -2.6K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 70.0K | 67.4K | -2.6K |
| First Citizens Financial Corp | Sold Out | 2.3K | 0 | -2.3K |
| ROCKLAND TRUST CO | Reduced | 108.7K | 106.9K | -1.8K |
| Versant Capital Management, Inc | Reduced | 5.3K | 3.9K | -1.4K |
| Stonebridge Financial Group, LLC | Increased | 38.8K | 40.1K | +1.2K |
| PARK NATIONAL CORP /OH/ | Reduced | 14.0K | 12.8K | -1.2K |
| CX Institutional | Increased | 21.2K | 22.1K | +839 |
| CapWealth Advisors, LLC | Reduced | 16.7K | 16.2K | -482 |
| Coastline Trust Co | Reduced | 3.1K | 2.7K | -417 |
| GoalVest Advisory LLC | Increased | 12.9K | 13.3K | +393 |
| Montecito Bank & Trust | Reduced | 11.2K | 10.9K | -256 |
| Parrish Capital LLC | Reduced | 15.4K | 15.3K | -134 |
| Rosenberg Matthew Hamilton | Reduced | 4.7K | 4.6K | -94 |
| Olistico Wealth, LLC | Increased | 722 | 752 | +30 |
| DOLIVER ADVISORS, LP | Reduced | 5.1K | 5.1K | -15 |
| Planning Strategies Inc. | Increased | 654 | 666 | +12 |
| Roxbury Financial LLC | Increased | 903 | 911 | +8 |
| Central Pacific Bank - Trust Division | Sold Out | 5 | 0 | -5 |
| Ballew Advisors, Inc | Increased | 5.7K | 5.8K | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.