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 |
|---|---|---|---|---|---|
| Lakeshore Financial Planning, Inc. | 8,113 | $746.1K | 0.31% | +49+0.6% | Added |
| Private Capital Management, LLC | 8,122 | $746.8K | 0.08% | 00.0% | Unchanged |
| AXA S.A. | 8,140 | $748.5K | 0.00% | +8,140 | New |
| Park Square Financial Group, LLC | 8,141 | $748.6K | 0.59% | −181−2.2% | Reduced |
| White Lighthouse Investment Management Inc. | 8,159 | $750.2K | 0.13% | −2,070−20.2% | Reduced |
| Beacon Financial Group | 8,159 | $750.2K | 0.08% | +55+0.7% | Added |
| Aventura Private Wealth, LLC | 8,163 | $750.5K | 0.39% | +734+9.9% | Added |
| Autumn Glory Partners, LLC | 8,185 | $752.6K | 0.38% | 00.0% | Unchanged |
| FCG Investment Co | 8,206 | $754.5K | 0.47% | −23,795−74.4% | Reduced |
| Blalock Williams, LLC | 8,208 | $754.7K | 0.85% | +623+8.2% | Added |
| Northstar Financial Companies, Inc. | 8,209 | $754.8K | 0.82% | +1,358+19.8% | Added |
| Aviance Capital Partners, LLC | 8,210 | $754.9K | 0.11% | −88−1.1% | Reduced |
| Symphony Financial, Ltd. Co. | 8,392 | $755.2K | 0.45% | −7,369−46.8% | Reduced |
| Searle & Co. | 8,250 | $758.6K | 0.22% | +2,500+43.5% | Added |
| Successful Portfolios LLC | 8,314 | $764.5K | 0.52% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 8,317 | $765.0K | 0.20% | +519+6.7% | Added |
| Grove Bank & Trust | 8,323 | $765.3K | 0.10% | +600+7.8% | Added |
| Park National Corp | 8,330 | $765.9K | 0.03% | −40.0% | Reduced |
| LGT Fund Management Co Ltd. | 8,337 | $766.6K | 0.07% | +1,542+22.7% | Added |
| Rodgers Brothers Inc. | 8,343 | $767.1K | 0.10% | 00.0% | Unchanged |
| Valley Brook Capital Group | 8,357 | $768.4K | 0.60% | +53+0.6% | Added |
| Shell Asset Management Co | 8,369 | $770.0K | 0.04% | +30.0% | Added |
| Benin Management CORP | 8,383 | $770.8K | 0.22% | +258+3.2% | Added |
| Atlantic Union Bankshares Corp | 8,384 | $770.9K | 0.05% | +150+1.8% | Added |
| NorthCrest Asset Manangement, LLC | 8,400 | $772.3K | 0.02% | +1,652+24.5% | Added |
| Visionary Horizons, LLC | 8,474 | $779.3K | 0.55% | −1,435−14.5% | Reduced |
| Triad Wealth Partners, LLC | 8,485 | $780.2K | 0.24% | +127+1.5% | Added |
| Allred Capital Management, LLC | 8,490 | $780.6K | 0.31% | +8+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,565 | $787.5K | 0.13% | +116+1.4% | Added |
| Roberts Glore & Co Inc | 8,577 | $788.7K | 0.24% | 00.0% | Unchanged |
| JT Stratford LLC | 8,600 | $790.7K | 0.14% | −384−4.3% | Reduced |
| Smith, Salley & Associates | 8,612 | $791.9K | 0.05% | −400−4.4% | Reduced |
| Banco Santander, S.A. | 8,663 | $796.6K | 0.01% | +980+12.8% | Added |
| Vista Capital Partners, Inc. | 8,666 | $796.8K | 0.10% | +13+0.2% | Added |
| Certified Advisory Corp | 8,682 | $798.3K | 0.09% | −1,303−13.0% | Reduced |
| Exencial Wealth Advisors, LLC | 8,690 | $799.1K | 0.03% | −129−1.5% | Reduced |
| Kennedy Investment Group | 8,693 | $799.3K | 0.37% | +10.0% | Added |
| Howard Capital Management Group, LLC | 8,698 | $799.7K | 0.06% | 00.0% | Unchanged |
| one8zero8, LLC | 8,698 | $799.7K | 0.19% | −229−2.6% | Reduced |
| Advisor Resource Council | 8,744 | $800.0K | 0.06% | +8,744 | New |
| First National Corp | 8,704 | $800.3K | 0.18% | −134−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,704 | $800.4K | 0.03% | −259−2.9% | Reduced |
| Viawealth, LLC | 8,740 | $803.6K | 0.50% | −1,423−14.0% | Reduced |
| Court Place Advisors, LLC | 8,777 | $807.0K | 0.27% | −223−2.5% | Reduced |
| Wagner Wealth Management, LLC | 8,779 | $807.2K | 0.20% | +250+2.9% | Added |
| Wulff, Hansen & Co. | 8,798 | $809.0K | 0.74% | +1,450+19.7% | Added |
| Xcel Wealth Management, LLC | 8,812 | $810.3K | 0.25% | +36+0.4% | Added |
| Mechanics Financial Corp | 8,813 | $810.4K | 0.37% | −35−0.4% | Reduced |
| North Star Investment Management Corp. | 8,891 | $817.5K | 0.06% | +6+0.1% | Added |
| Gables Capital Management Inc. | 8,896 | $818.0K | 0.40% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,909 | $819.2K | 0.23% | +95+1.1% | Added |
| St. Johns Investment Management Company, LLC | 8,946 | $822.6K | 0.41% | −176−1.9% | Reduced |
| Community Bank of Raymore | 8,950 | $823.0K | 0.67% | 00.0% | Unchanged |
| Breakwater Capital Group | 8,955 | $823.4K | 0.15% | +1,497+20.1% | Added |
| Lazard Asset Management LLC | 8,983 | $825.0K | 0.00% | −1,817−16.8% | Reduced |
| Insight Inv LLC | 9,030 | $830.3K | 0.57% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 9,055 | $832.6K | 0.28% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 9,120 | $838.0K | 0.78% | +4,750+108.7% | Added |
| Summit Global Investments | 9,131 | $840.0K | 0.06% | +9,131 | New |
| Advisors Preferred, LLC | 9,150 | $840.2K | 0.11% | +9,150 | New |
| Salem Investment Counselors Inc | 9,139 | $840.3K | 0.03% | −9,937−52.1% | Reduced |
| Sage Mountain Advisors LLC | 9,139 | $840.3K | 0.06% | +5,455+148.1% | Added |
| Golden State Wealth Management, LLC | 9,155 | $841.8K | 0.13% | +1,442+18.7% | Added |
| Mainsail Asset Management, LLC | 9,165 | $842.8K | 0.58% | +12+0.1% | Added |
| Aberdeen Wealth Management LLC | 9,171 | $843.3K | 0.58% | +40.0% | Added |
| Axq Capital, LP | 9,192 | $845.2K | 0.34% | +9,192 | New |
| Yeomans Consulting Group, Inc. | 9,208 | $846.7K | 0.33% | −5,658−38.1% | Reduced |
| Trust Point Inc. | 9,266 | $852.0K | 0.08% | −3,693−28.5% | Reduced |
| YHB Investment Advisors, Inc. | 9,272 | $852.6K | 0.07% | +1,832+24.6% | Added |
| Graypoint LLC | 9,272 | $852.6K | 0.05% | +3,919+73.2% | Added |
| Affinity Wealth Management LLC | 9,274 | $852.7K | 0.16% | −35−0.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,284 | $853.7K | 0.11% | +594+6.8% | Added |
| Concentric Capital Strategies, LP | 9,291 | $854.3K | 0.09% | +9,291 | New |
| Clear Creek Financial Management, LLC | 9,306 | $855.7K | 0.09% | −188−2.0% | Reduced |
| Davis Capital Management | 9,316 | $856.6K | 0.68% | −2,885−23.6% | Reduced |
| Belpointe Asset Management LLC | 9,357 | $859.8K | 0.04% | −3,203−25.5% | Reduced |
| Eagle Strategies LLC | 9,405 | $864.8K | 0.15% | −46−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,412 | $865.4K | 0.11% | +10+0.1% | Added |
| Inspire Advisors, LLC | 9,432 | $867.2K | 0.10% | +6,661+240.4% | Added |
| MONECO Advisors, LLC | 9,448 | $868.8K | 0.09% | +539+6.1% | Added |
| Clarendon Private LLC | 9,450 | $868.9K | 0.92% | +3,988+73.0% | Added |
| Richards, Merrill & Peterson, Inc. | 9,466 | $870.4K | 0.45% | +504+5.6% | Added |
| William Allan, LLC | 9,483 | $872.0K | 0.55% | +975+11.5% | Added |
| Ancora Advisors, LLC | 9,501 | $873.7K | 0.02% | +12+0.1% | Added |
| AdvisorNet Financial, Inc | 9,522 | $875.5K | 0.07% | +1,573+19.8% | Added |
| Cookson Peirce & Co Inc | 9,528 | $876.1K | 0.04% | −114−1.2% | Reduced |
| WSFS Capital Management, LLC | 9,540 | $877.2K | 0.05% | −170−1.8% | Reduced |
| Intrust Bank NA | 9,595 | $882.3K | 0.09% | −126−1.3% | Reduced |
| Monetary Management Group Inc | 9,607 | $883.4K | 0.24% | 00.0% | Unchanged |
| Garner Asset Management Corp | 9,624 | $884.9K | 0.39% | +31+0.3% | Added |
| Trueblood Wealth Management, LLC | 9,633 | $885.8K | 0.41% | −5−0.1% | Reduced |
| Chicago Trust Co NA | 9,654 | $887.7K | 0.16% | +495+5.4% | Added |
| HM Payson & Co | 9,678 | $889.9K | 0.02% | +840+9.5% | Added |
| Beaumont Financial Advisors, LLC | 9,679 | $890.0K | 0.07% | +29+0.3% | Added |
| Ascent Group, LLC | 9,707 | $892.6K | 0.04% | +5,624+137.7% | Added |
| Pine Valley Investments Ltd Liability Co | 9,721 | $893.8K | 0.06% | +177+1.9% | Added |
| Chicago Partners Investment Group LLC | 9,715 | $894.9K | 0.03% | +308+3.3% | Added |
| Financial Advocates Investment Management | 9,742 | $895.7K | 0.06% | +255+2.7% | Added |
| Secure Asset Management, LLC | 9,766 | $897.9K | 0.18% | −114−1.2% | Reduced |
| BlueChip Wealth Advisors LLC | 9,779 | $899.2K | 0.44% | +125+1.3% | Added |