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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 6,624 | $609.0K | 0.22% | −95−1.4% | Reduced |
| Brown Miller Wealth Management, LLC | 6,659 | $612.3K | 0.21% | +6,659 | New |
| TFR Capital, LLC. | 6,660 | $612.4K | 0.25% | +6,660 | New |
| Builder Investment Group Inc | 6,662 | $612.6K | 0.17% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,662 | $612.6K | 0.12% | +152+2.3% | Added |
| Simon Quick Advisors, LLC | 6,680 | $614.3K | 0.03% | +1,572+30.8% | Added |
| Novare Capital Management LLC | 6,709 | $616.9K | 0.05% | +28+0.4% | Added |
| Fox Run Management, L.L.C. | 6,715 | $617.4K | 0.10% | +6,715 | New |
| SFMG, LLC | 6,728 | $618.7K | 0.05% | +575+9.3% | Added |
| Madden Securities Corp | 6,750 | $620.7K | 0.24% | −2,500−27.0% | Reduced |
| Howard Capital Management Inc. | 6,759 | $621.5K | 0.02% | −711−9.5% | Reduced |
| Values First Advisors, Inc. | 6,768 | $621.6K | 0.36% | +122+1.8% | Added |
| Van Hulzen Asset Management, LLC | 6,771 | $622.6K | 0.06% | +10.0% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $624.7K | 0.16% | 00.0% | Unchanged |
| Union Savings Bank | 6,796 | $624.9K | 0.31% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 6,803 | $625.6K | 0.24% | −158−2.3% | Reduced |
| Islay Capital Management, LLC | 6,809 | $626.1K | 0.42% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $627.9K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,851 | $629.9K | 0.03% | +88+1.3% | Added |
| Finward Bancorp | 6,856 | $630.4K | 0.55% | 00.0% | Unchanged |
| Congress Asset Management Co | 6,858 | $630.6K | 0.00% | −300−4.2% | Reduced |
| Cidel Asset Management Inc | 6,866 | $631.3K | 0.04% | −480−6.5% | Reduced |
| Koss-Olinger Consulting, LLC | 6,878 | $632.0K | 0.05% | +6,878 | New |
| Evergreen Capital Management LLC | 6,881 | $632.7K | 0.02% | +371+5.7% | Added |
| Ballentine Partners, LLC | 6,884 | $633.0K | 0.01% | +1,149+20.0% | Added |
| Wealth Alliance Advisory Group, LLC | 6,884 | $633.0K | 0.13% | 00.0% | Unchanged |
| Tower Bridge Advisors | 6,894 | $633.9K | 0.07% | +150+2.2% | Added |
| Gordian Capital Singapore Pte Ltd | 7,000 | $637.9K | 0.40% | −12,000−63.2% | Reduced |
| Baldwin Brothers Inc | 6,964 | $640.3K | 0.04% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 6,964 | $640.4K | 0.13% | −31−0.4% | Reduced |
| Perpetual Ltd | 6,984 | $642.2K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,991 | $642.8K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 7,000 | $643.6K | 0.01% | −2,500−26.3% | Reduced |
| First Dallas Securities Inc. | 7,020 | $645.0K | 0.27% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,028 | $646.2K | 0.11% | −107−1.5% | Reduced |
| Davidson Trust Co | 7,045 | $647.8K | 0.31% | +7,045 | New |
| First Business Financial Services, Inc. | 7,050 | $648.2K | 0.06% | −440−5.9% | Reduced |
| Abound Wealth Management | 7,053 | $648.5K | 0.22% | −145−2.0% | Reduced |
| Patten Group, Inc. | 7,074 | $650.5K | 0.15% | −32−0.5% | Reduced |
| Destination Wealth Management | 7,076 | $650.6K | 0.02% | −347−4.7% | Reduced |
| Sentry LLC | 7,081 | $651.1K | 0.13% | +2,958+71.7% | Added |
| Tradition Wealth Management, LLC | 7,083 | $651.3K | 0.06% | +295+4.3% | Added |
| Peninsula Asset Management Inc | 7,090 | $651.9K | 0.36% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,108 | $653.6K | 0.56% | −425−5.6% | Reduced |
| Lathrop Investment Management Corp | 7,126 | $655.0K | 0.13% | +30.0% | Added |
| Berger Financial Group, Inc | 7,141 | $656.6K | 0.05% | −30−0.4% | Reduced |
| Atlas Wealth Partners, LLC | 7,162 | $659.0K | 0.81% | +740+11.5% | Added |
| Bath Savings Trust Co | 7,175 | $659.7K | 0.07% | −359−4.8% | Reduced |
| Atlantic Trust, LLC | 7,177 | $660.0K | 0.15% | +238+3.4% | Added |
| Country Trust Bank | 7,183 | $660.5K | 0.02% | +45+0.6% | Added |
| City State Bank | 7,187 | $660.8K | 0.22% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,197 | $661.7K | 0.03% | −31,561−81.4% | Reduced |
| Beacon Investment Advisors LLC | 7,212 | $663.2K | 0.31% | +228+3.3% | Added |
| AlphaCore Capital LLC | 7,213 | $663.2K | 0.06% | +1,318+22.4% | Added |
| Conning Inc. | 7,233 | $665.1K | 0.02% | +139+2.0% | Added |
| David J Yvars Group | 7,233 | $665.1K | 0.52% | +4+0.1% | Added |
| Asset Planning Corporation | 7,235 | $665.3K | 0.39% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,241 | $665.8K | 0.02% | −3,183−30.5% | Reduced |
| Tritonpoint Wealth, LLC | 7,273 | $668.7K | 0.06% | +46+0.6% | Added |
| Financial Enhancement Group LLC | 7,297 | $670.3K | 0.10% | +3,312+83.1% | Added |
| Beaumont Asset Management, L.L.C. | 7,293 | $670.6K | 0.41% | +95+1.3% | Added |
| Delta Financial Group, Inc. | 7,553 | $671.0K | 0.15% | −268−3.4% | Reduced |
| McLean Asset Management Corp | 7,729 | $671.3K | 0.22% | −128−1.6% | Reduced |
| WMG Financial Advisors, LLC | 7,352 | $676.1K | 0.29% | −7,563−50.7% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,375 | $678.3K | 0.51% | +6+0.1% | Added |
| First Command Advisory Services, Inc. | 7,378 | $678.4K | 0.01% | −1,634−18.1% | Reduced |
| Modern Wealth Management, LLC | 7,393 | $679.8K | 0.02% | −1,556−17.4% | Reduced |
| Abel Hall, LLC | 7,404 | $680.8K | 0.41% | +541+7.9% | Added |
| Polymer Capital Management (US) LLC | 7,437 | $683.8K | 0.21% | +7,437 | New |
| Franklin Street Advisors Inc | 7,443 | $684.0K | 0.05% | −748−9.1% | Reduced |
| Skyline Advisors, Inc. | 7,507 | $690.3K | 0.27% | −10−0.1% | Reduced |
| Farringdon Capital, Ltd. | 7,529 | $692.3K | 0.35% | +7,529 | New |
| FourThought Financial Partners, LLC | 7,567 | $695.8K | 0.07% | −266−3.4% | Reduced |
| Midland Wealth Advisors LLC | 7,584 | $697.3K | 0.04% | −881−10.4% | Reduced |
| BluePath Capital Management, LLC | 7,604 | $699.2K | 0.73% | −4,699−38.2% | Reduced |
| Sar Wealth Management Group, LLC | 7,634 | $701.9K | 0.47% | +59+0.8% | Added |
| Sonora Investment Management Group, LLC | 7,640 | $702.5K | 0.06% | +368+5.1% | Added |
| Wealth Dimensions Group, Ltd. | 7,684 | $706.6K | 0.17% | −224−2.8% | Reduced |
| KC Investment Advisors, LLC | 7,690 | $707.1K | 0.16% | +1,126+17.2% | Added |
| Baker Boyer National Bank | 7,691 | $707.2K | 0.26% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,710 | $709.0K | 0.46% | −496−6.0% | Reduced |
| Eastern Bank | 7,720 | $709.9K | 0.01% | +650+9.2% | Added |
| Prairie Sky Financial Group LLC | 7,745 | $712.2K | 0.42% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,753 | $712.9K | 0.06% | −513−6.2% | Reduced |
| Norden Group LLC | 7,812 | $718.4K | 0.08% | −312−3.8% | Reduced |
| Blue Rock Wealth Management LLC | 7,815 | $718.6K | 0.61% | 00.0% | Unchanged |
| SageOak Financial, LLC | 7,844 | $721.3K | 0.64% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,891 | $725.6K | 0.14% | −3,648−31.6% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7,900 | $726.4K | 0.34% | +5,200+192.6% | Added |
| Element Wealth, LLC | 7,952 | $731.2K | 0.39% | −365−4.4% | Reduced |
| Fiduciary Trust Co | 7,961 | $732.0K | 0.01% | −7−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,974 | $733.2K | 0.04% | −406−4.8% | Reduced |
| Geometric Wealth Advisors | 8,004 | $736.0K | 0.13% | −17−0.2% | Reduced |
| Archer Investment Corp | 8,007 | $736.2K | 0.19% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 8,010 | $736.5K | 0.13% | +208+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 8,014 | $736.8K | 0.01% | +59+0.7% | Added |
| W Advisors, LLC | 8,022 | $737.6K | 0.46% | +54+0.7% | Added |
| Dogwood Wealth Management LLC | 8,050 | $740.2K | 0.39% | +505+6.7% | Added |
| Groesbeck Investment Management Corp | 8,100 | $745.0K | 1.04% | 00.0% | Unchanged |
| CX Institutional | 8,109 | $746.0K | 0.03% | +634+8.5% | Added |