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Southern Co

SO
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000092122

In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q1 2025

Institutional positions in Southern Co as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,207
+119 vs. Q4 2024
Shares held
750.8M
+10.4M (+1.4%) vs. Q4 2024
Total value
$69.0B
+$8.07B (+13.2%) vs. Q4 2024
New holders
224
906 more added
Sold out
105
741 more reduced

38 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 2,207 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ1 2025: $69.0B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2024.

Institutions holding SO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$920.00%−536−99.8%Reduced
Eq Wealth Advisors, LLC1$920.00%+1New
Y.D. More Investments Ltd423$1000.00%+29+7.4%Added
LMR Partners LLP4$3680.00%−102−96.2%Reduced
Runnymede Capital Advisors, Inc.4$3680.00%+4New
HFM Investment Advisors, LLC4$3680.00%+4New
Bare Financial Services, Inc5$4600.00%+5New
Cornerstone National Bank & Trust Co6$5520.00%00.0%Unchanged
Perkins Coie Trust Co7$6430.00%+7New
Nova Wealth Management, Inc.7$6440.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC10$9200.02%+10New
Mountain Hill Investment Partners Corp.10$9560.00%00.0%Unchanged
Crewe Advisors LLC12$1.10K0.00%+7+140.0%Added
Orion Capital Management LLC14$1.29K0.00%00.0%Unchanged
Osterweis Capital Management Inc15$1.38K0.00%+15New
Raffa Wealth Management, LLC19$1.75K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC19$1.75K0.00%+19New
Advantage Trust Co21$1.93K0.00%−279−93.0%Reduced
Winthrop Capital Management, LLC17$2.00K0.00%00.0%Unchanged
Hara Capital LLC22$2.02K0.00%+22New
Trifecta Capital Advisors, LLC23$2.12K0.00%00.0%Unchanged
Bellwether Advisors, LLC25$2.30K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC26$2.39K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.26$2.39K0.00%+26New
New Millennium Group LLC27$2.48K0.00%−7−20.6%Reduced
Creekmur Asset Management LLC27$2.48K0.00%−31−53.4%Reduced
PayPay Securities Corp29$2.75K0.16%−3−9.4%Reduced
Hollencrest Capital Management30$2.76K0.00%−67−69.1%Reduced
Valued Wealth Advisors LLC30$2.79K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc32$2.94K0.00%+32New
Transamerica Financial Advisors, Inc.25$3.00K0.00%−1−3.8%Reduced
Winnow Wealth LLC34$3.05K0.00%+12+54.5%Added
Ridgewood Investments LLC35$3.22K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC36$3.31K0.00%+36New
Your Advocates Ltd., LLP40$3.70K0.00%−285−87.7%Reduced
DiNuzzo Private Wealth, Inc.41$3.77K0.00%+3+7.9%Added
Bernard Wealth Management Corp.41$3.77K0.00%+41New
Atlas Capital Advisors LLC47$4.32K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC51$4.48K0.00%+17+50.0%Added
Evolution Advisers, Inc.60$5.00K0.00%+60New
First Pacific Financial55$5.06K0.00%+55New
Financial Perspectives, Inc58$5.33K0.00%−255−81.5%Reduced
Burkett Financial Services, LLC62$5.66K0.00%+1+1.6%Added
Synergy Investment Management, LLC68$6.25K0.00%00.0%Unchanged
Rakuten Securities, Inc.70$6.44K0.00%−42−37.5%Reduced
Alaska Permanent Fund Corp73$6.71K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC73$6.71K0.00%00.0%Unchanged
Whipplewood Advisors, LLC553$6.71K0.00%+480+657.5%Added
Compass Financial Services Inc74$6.80K0.00%+33+80.5%Added
MeadowBrook Investment Advisors LLC75$6.90K0.01%00.0%Unchanged
WealthTrak Capital Management LLC75$6.90K0.01%+15+25.0%Added
Halbert Hargrove Global Advisors, LLC77$7.05K0.00%+77New
Ameriflex Group, Inc.80$7.36K0.00%−900−91.8%Reduced
Atala Financial Inc80$7.36K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC81$7.45K0.00%00.0%Unchanged
Capital A Wealth Management, LLC89$8.18K0.01%00.0%Unchanged
True Wealth Design, LLC91$8.37K0.00%+49+116.7%Added
Marshall & Sterling Wealth Advisors Inc.95$8.74K0.01%+95New
Noble Wealth Management PBC96$8.83K0.01%00.0%Unchanged
Ogorek Anthony Joseph99$9.00K0.00%+99New
Clean Yield Group100$9.20K0.00%−75−42.9%Reduced
JDM Financial Group LLC100$9.20K0.00%00.0%Unchanged
Financial Freedom, LLC100$9.20K0.01%00.0%Unchanged
Pingora Partners LLC100$9.20K0.01%00.0%Unchanged
Wellington Shields Capital Management, LLC104$9.56K0.00%00.0%Unchanged
Anfield Capital Management, LLC105$9.65K0.00%00.0%Unchanged
Cloud Capital Management, LLC112$10.0K0.01%+112New
Nemes Rush Group LLC115$10.6K0.00%+1+0.9%Added
Aspect Partners, LLC115$10.6K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.117$10.8K0.01%00.0%Unchanged
Lavaca Capital LLC122$11.2K0.01%00.0%Unchanged
Pineridge Advisors LLC123$11.3K0.00%+23+23.0%Added
SJS Investment Consulting Inc.126$11.6K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC135$12.4K0.00%−760−84.9%Reduced
Stephenson National Bank & Trust140$12.9K0.00%00.0%Unchanged
Painted Porch Advisors LLC145$13.3K0.01%00.0%Unchanged
Westend Capital Management, LLC156$14.3K0.01%00.0%Unchanged
Fairscale Capital, LLC162$14.9K0.01%00.0%Unchanged
Centricity Wealth Management, LLC180$16.6K0.02%00.0%Unchanged
WFA Asset Management Corp232$16.6K0.01%−197−45.9%Reduced
Tower View Investment Management & Research LLC189$17.4K0.01%+1+0.5%Added
Studio Investment Management LLC190$17.5K0.00%−21−10.0%Reduced
Horizon Financial Services, LLC190$17.5K0.01%00.0%Unchanged
Graybill Bartz & Assoc Ltd190$17.5K0.01%+190New
Financial Network Wealth Advisors LLC192$17.7K0.02%+192New
Navigoe, LLC200$18.0K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.200$18.4K0.00%00.0%Unchanged
Hoese & Co LLP200$18.4K0.02%00.0%Unchanged
Trust Co200$18.4K0.00%+200New
Kestra Investment Management, LLC210$19.3K0.00%−1,551−88.1%Reduced
Cherry Tree Wealth Management, LLC212$19.5K0.00%+91+75.2%Added
Logan Capital Management Inc221$20.3K0.00%00.0%Unchanged
Wolff Wiese Magana LLC227$20.9K0.01%−17−7.0%Reduced
New England Capital Financial Advisors LLC228$21.0K0.01%+1+0.4%Added
Wealth Preservation Advisors, LLC230$21.2K0.02%+230New
10Elms LLP242$22.3K0.02%00.0%Unchanged
Spurstone Advisory Services, LLC244$22.4K0.44%00.0%Unchanged
Prestige Wealth Management Group LLC244$22.4K0.00%+6+2.5%Added
Miller Wealth Advisors, LLC250$23.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc259$23.8K0.00%+1+0.4%Added