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; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vista Investment Partners II, LLC | 5,592 | $514.2K | 0.28% | +21+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 5,593 | $514.3K | 0.07% | −383−6.4% | Reduced |
| SCS Capital Management LLC | 5,597 | $514.6K | 0.01% | +5,597 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 5,600 | $514.9K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 5,730 | $514.9K | 0.35% | −119−2.0% | Reduced |
| Capital Asset Advisory Services LLC | 5,640 | $515.0K | 0.03% | +98+1.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,612 | $516.0K | 0.20% | +950+20.4% | Added |
| TBH Global Asset Management, LLC | 5,617 | $516.4K | 0.10% | −455−7.5% | Reduced |
| Apexium Financial, LP | 5,623 | $517.0K | 0.03% | +853+17.9% | Added |
| Stratos Wealth Advisors, LLC | 5,623 | $517.1K | 0.03% | −376−6.3% | Reduced |
| Davy Global Fund Management Ltd | 5,625 | $517.2K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,628 | $517.5K | 0.03% | +5,628 | New |
| RFG - Bristol Wealth Advisors, LLC | 5,629 | $517.5K | 0.17% | −127−2.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $519.5K | 0.35% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 5,668 | $521.2K | 0.02% | +728+14.7% | Added |
| Moody National Bank Trust Division | 5,676 | $521.9K | 0.05% | +398+7.5% | Added |
| Ausdal Financial Partners, Inc. | 5,686 | $522.9K | 0.04% | +405+7.7% | Added |
| Financial Partners Group, LLC | 5,714 | $525.4K | 0.23% | −199−3.4% | Reduced |
| IVC Wealth Advisors LLC | 5,716 | $525.6K | 0.28% | +4+0.1% | Added |
| Motco | 5,729 | $526.8K | 0.06% | +211+3.8% | Added |
| Hickory Point Bank & Trust | 5,743 | $528.1K | 0.46% | −50−0.9% | Reduced |
| Summit Asset Management, LLC | 5,746 | $528.4K | 0.09% | +15+0.3% | Added |
| Convergence Investment Partners, LLC | 5,750 | $528.7K | 0.15% | +5,750 | New |
| M.E. Allison & Co., Inc. | 5,756 | $529.3K | 0.52% | +2,800+94.7% | Added |
| Knollwood Investment Advisory, LLC | 5,776 | $531.1K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,778 | $531.3K | 0.26% | +6+0.1% | Added |
| Alpha Cubed Investments, LLC | 5,779 | $531.4K | 0.02% | +298+5.4% | Added |
| Fortress Private Ledger, LLC | 5,803 | $533.6K | 0.30% | +97+1.7% | Added |
| Charter Trust Co | 5,807 | $534.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,833 | $536.3K | 0.25% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,835 | $536.5K | 0.41% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,855 | $538.4K | 0.13% | −97−1.6% | Reduced |
| Austin Private Wealth, LLC | 5,856 | $538.5K | 0.05% | +517+9.7% | Added |
| OMC Financial Services LTD | 5,867 | $539.5K | 0.24% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,875 | $540.2K | 0.24% | −125−2.1% | Reduced |
| Kapstone Financial Advisors LLC | 5,885 | $541.1K | 0.31% | −10.0% | Reduced |
| Verus Financial Partners, Inc. | 5,950 | $541.6K | 0.06% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,900 | $542.5K | 0.10% | −200−3.3% | Reduced |
| Spirit of America Management Corp | 5,900 | $542.5K | 0.11% | +500+9.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,902 | $542.7K | 0.08% | +35+0.6% | Added |
| Intrua Financial, LLC | 5,907 | $543.1K | 0.09% | +106+1.8% | Added |
| Mirador Capital Partners LP | 5,944 | $546.6K | 0.10% | +260+4.6% | Added |
| Capital City Trust Co | 5,945 | $546.6K | 0.15% | +5,945 | New |
| Arlington Trust Co LLC | 5,952 | $547.3K | 0.12% | −1,466−19.8% | Reduced |
| Ossiam | 5,970 | $548.9K | 0.01% | −106,592−94.7% | Reduced |
| Red Wave Investments LLC | 5,974 | $549.3K | 0.20% | +3+0.1% | Added |
| Arcus Capital Partners, LLC | 5,993 | $551.0K | 0.22% | +451+8.1% | Added |
| Legacy Financial Strategies, LLC | 5,994 | $551.2K | 0.12% | −15−0.2% | Reduced |
| United Capital Management of KS, Inc. | 5,998 | $551.5K | 0.11% | +285+5.0% | Added |
| BankPlus Trust Department | 6,008 | $552.4K | 0.18% | +29+0.5% | Added |
| Lindbrook Capital, LLC | 6,008 | $552.4K | 0.05% | +159+2.7% | Added |
| Gratus Wealth Advisors, LLC | 6,010 | $552.6K | 0.09% | +201+3.5% | Added |
| Orion Investment Co | 6,011 | $552.7K | 0.23% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 6,012 | $552.8K | 0.63% | −188−3.0% | Reduced |
| Nations Financial Group Inc, | 6,013 | $552.9K | 0.04% | 00.0% | Unchanged |
| Integras Partners LLC | 6,025 | $554.0K | 0.50% | +10.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,030 | $554.5K | 0.14% | −181−2.9% | Reduced |
| Bank of Jackson Hole Trust | 6,176 | $554.5K | 0.36% | −60−1.0% | Reduced |
| Capstone Wealth Management, LLC | 6,035 | $554.9K | 0.55% | −902−13.0% | Reduced |
| 3Chopt Investment Partners, LLC | 6,036 | $555.0K | 0.15% | +6,036 | New |
| Cranbrook Wealth Management, LLC | 6,036 | $555.0K | 0.13% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 6,041 | $555.5K | 0.57% | −74−1.2% | Reduced |
| Trinity Financial Advisors LLC | 6,017 | $557.0K | 0.20% | +1,961+48.3% | Added |
| Heritage Wealth Advisors | 6,104 | $561.3K | 0.03% | −223−3.5% | Reduced |
| PFW Advisors LLC | 6,114 | $562.2K | 0.18% | +116+1.9% | Added |
| Thrive Wealth Management, LLC | 6,134 | $564.0K | 0.11% | −317−4.9% | Reduced |
| FORA Capital, LLC | 6,135 | $564.1K | 0.06% | −37,783−86.0% | Reduced |
| Alamea Verwaltungs GmbH | 6,146 | $565.1K | 0.49% | +6,146 | New |
| Summitry LLC | 6,150 | $565.5K | 0.03% | +50+0.8% | Added |
| Howe & Rusling Inc | 6,171 | $567.4K | 0.05% | +59+1.0% | Added |
| Atlas Brown,Inc. | 6,177 | $567.9K | 0.20% | +73+1.2% | Added |
| Elevate Wealth Advisory, Inc | 6,186 | $568.8K | 0.40% | −14−0.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 6,198 | $569.9K | 0.35% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,285 | $577.0K | 0.25% | −251−3.8% | Reduced |
| Nilsine Partners, LLC | 6,281 | $577.5K | 0.06% | +125+2.0% | Added |
| LCNB Corp | 6,295 | $578.8K | 0.21% | +278+4.6% | Added |
| Syon Capital LLC | 6,298 | $579.1K | 0.05% | +1,119+21.6% | Added |
| Citizens Business Bank | 6,298 | $579.1K | 0.13% | +4,026+177.2% | Added |
| Broyhill Asset Management | 6,317 | $580.8K | 0.47% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,318 | $580.9K | 0.07% | +346+5.8% | Added |
| Bill Few Associates, Inc. | 6,324 | $581.5K | 0.21% | +500+8.6% | Added |
| Strategies Wealth Advisors, LLC | 6,335 | $582.5K | 0.07% | +6,335 | New |
| Welch & Forbes LLC | 6,349 | $583.8K | 0.01% | −429−6.3% | Reduced |
| NFP Retirement, Inc. | 6,390 | $587.5K | 0.05% | −158−2.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,450 | $587.8K | 0.20% | +475+7.9% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $588.2K | 0.07% | −46−0.7% | Reduced |
| Cordatus Wealth Management LLC | 6,410 | $589.0K | 0.16% | +258+4.2% | Added |
| Goldstone Financial Group, LLC | 6,407 | $589.1K | 0.09% | −40−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 6,411 | $589.5K | 0.02% | −1,791−21.8% | Reduced |
| Trust Co of Virginia | 6,424 | $590.7K | 0.05% | +136+2.2% | Added |
| Lowe Brockenbrough & Co Inc | 6,470 | $594.9K | 0.04% | −49−0.8% | Reduced |
| Prosperity Financial Group, Inc. | 6,485 | $596.3K | 0.30% | +21+0.3% | Added |
| River Wealth Advisors LLC | 6,496 | $597.3K | 0.08% | −278−4.1% | Reduced |
| Clarius Group, LLC | 6,502 | $597.9K | 0.04% | −39−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,540 | $601.4K | 0.09% | +137+2.1% | Added |
| CVFG LLC | 6,550 | $602.3K | 0.55% | +50+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 6,550 | $602.3K | 0.04% | +9+0.1% | Added |
| Moneta Group Investment Advisors LLC | 6,558 | $603.1K | 0.01% | −595−8.3% | Reduced |
| Good Steward Wealth Advisors,LLC | 6,566 | $603.7K | 0.55% | +6,566 | New |
| Brady Family Wealth, LLC | 6,580 | $605.0K | 0.19% | 00.0% | Unchanged |