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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 9,798 | $900.9K | 0.13% | +398+4.2% | Added |
| SCP Investment, LP | 9,800 | $901.1K | 0.77% | +9,800 | New |
| Balentine LLC | 9,811 | $902.1K | 0.04% | +9,811 | New |
| Excalibur Management Corp | 9,825 | $903.4K | 0.36% | −25−0.3% | Reduced |
| Sherbrooke Park Advisers LLC | 9,830 | $903.9K | 0.42% | −5,568−36.2% | Reduced |
| Journey Advisory Group, LLC | 9,833 | $904.1K | 0.07% | −200−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,849 | $905.6K | 0.01% | −263−2.6% | Reduced |
| Roundview Capital LLC | 9,849 | $905.6K | 0.07% | −401−3.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,849 | $905.6K | 0.06% | −792−7.4% | Reduced |
| Means Investment Co., Inc. | 9,852 | $905.9K | 0.10% | −4,139−29.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,869 | $907.5K | 0.25% | −164−1.6% | Reduced |
| Rehmann Capital Advisory Group | 9,874 | $908.0K | 0.06% | +759+8.3% | Added |
| Montecito Bank & Trust | 9,876 | $908.1K | 0.16% | +496+5.3% | Added |
| Home Federal Bank of Tennessee | 9,890 | $909.4K | 0.27% | −100−1.0% | Reduced |
| TCG Advisory Services, LLC | 9,930 | $913.1K | 0.04% | −1,043−9.5% | Reduced |
| CoreCap Advisors, LLC | 10,006 | $920.1K | 0.04% | −21,315−68.1% | Reduced |
| Plimoth Trust Co LLC | 10,012 | $920.6K | 0.24% | −235−2.3% | Reduced |
| Shepherd Financial Partners LLC | 10,030 | $922.3K | 0.11% | −1,112−10.0% | Reduced |
| Keudell/Morrison Wealth Management | 10,032 | $922.4K | 0.22% | +110+1.1% | Added |
| Eqis Capital Management, Inc. | 10,069 | $925.8K | 0.08% | −870−8.0% | Reduced |
| Kingsman Wealth Management, Inc. | 10,111 | $929.7K | 0.68% | +10,111 | New |
| Bradley Foster & Sargent Inc | 10,121 | $930.6K | 0.02% | +68+0.7% | Added |
| Marco Investment Management LLC | 10,121 | $930.6K | 0.09% | +18+0.2% | Added |
| Trustco Bank Corp N Y | 10,122 | $930.7K | 1.01% | −335−3.2% | Reduced |
| Haverford Trust Co | 10,123 | $930.8K | 0.01% | +1,685+20.0% | Added |
| Investment Partners Asset Management, Inc. | 10,137 | $932.1K | 0.73% | −133−1.3% | Reduced |
| Acorn Wealth Advisors, LLC | 10,143 | $932.6K | 0.39% | +85+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $933.6K | 0.05% | −2,921−22.3% | Reduced |
| Mendel Money Management | 10,189 | $936.9K | 0.44% | +33+0.3% | Added |
| Edge Financial Advisors LLC | 10,218 | $939.6K | 0.59% | +82+0.8% | Added |
| RIA Advisory Group LLC | 10,233 | $940.9K | 0.31% | −40.0% | Reduced |
| Sunburst Financial Group, LLC | 10,239 | $941.5K | 0.23% | +50.0% | Added |
| Thoroughbred Financial Services, LLC | 10,252 | $942.0K | 0.06% | +84+0.8% | Added |
| West Family Investments, Inc. | 10,253 | $942.8K | 0.36% | +822+8.7% | Added |
| Severin Investments, LLC | 10,257 | $943.1K | 0.94% | +5,835+132.0% | Added |
| Banque Cantonale Vaudoise | 10,272 | $945.0K | 0.04% | +10,272 | New |
| Silverlake Wealth Management LLC | 10,370 | $953.5K | 0.37% | −324−3.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $954.0K | 0.24% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 10,406 | $956.8K | 0.01% | +6,262+151.1% | Added |
| BEAM Asset Management, LLC | 10,471 | $962.8K | 0.32% | −398−3.7% | Reduced |
| Gilbert & Cook, Inc. | 10,495 | $965.0K | 0.14% | +32+0.3% | Added |
| Field & Main Bank | 10,505 | $965.9K | 0.34% | −485−4.4% | Reduced |
| Chesley Taft & Associates LLC | 10,547 | $969.8K | 0.05% | +32+0.3% | Added |
| Apella Capital, LLC | 11,052 | $970.4K | 0.03% | +4,961+81.4% | Added |
| MEMBERS Trust Co | 10,576 | $972.5K | 0.03% | +69+0.7% | Added |
| Wealth Alliance | 10,692 | $983.1K | 0.12% | −6−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 10,703 | $984.1K | 0.15% | −2,131−16.6% | Reduced |
| Texas Bank & Trust Co | 10,707 | $984.5K | 0.42% | −81−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,733 | $986.9K | 0.05% | +648+6.4% | Added |
| Modera Wealth Management, LLC | 10,765 | $989.8K | 0.01% | −1,148−9.6% | Reduced |
| Rogco, LP | 10,794 | $992.5K | 0.40% | −665−5.8% | Reduced |
| Everstar Asset Management, LLC | 10,796 | $992.7K | 0.66% | +212+2.0% | Added |
| Commerzbank Aktiengesellschaft | 10,794 | $993.0K | 0.02% | +1,371+14.5% | Added |
| Second Line Capital, LLC | 10,861 | $998.7K | 0.26% | −1,112−9.3% | Reduced |
| Linscomb & Williams, Inc. | 10,875 | $1.00M | 0.05% | −80−0.7% | Reduced |
| Nwam LLC | 10,964 | $1.01M | 0.09% | −484−4.2% | Reduced |
| Kuhn & Co Investment Counsel | 10,999 | $1.01M | 0.85% | 00.0% | Unchanged |
| Cherokee Insurance Co | 11,000 | $1.01M | 0.45% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 11,543 | $1.01M | 0.20% | −7,210−38.4% | Reduced |
| Cobblestone Capital Advisors LLC | 11,031 | $1.01M | 0.06% | −813−6.9% | Reduced |
| Cigna Investments Inc | 11,046 | $1.02M | 0.19% | −154−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 11,055 | $1.02M | 0.31% | +292+2.7% | Added |
| LaFleur & Godfrey LLC | 11,070 | $1.02M | 0.14% | +7+0.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 11,220 | $1.03M | 0.70% | −654−5.5% | Reduced |
| Resources Management Corp | 11,220 | $1.03M | 0.15% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 11,245 | $1.03M | 0.79% | −6−0.1% | Reduced |
| Ami Asset Management Corp | 11,245 | $1.03M | 0.06% | −220−1.9% | Reduced |
| KPP Advisory Services LLC | 11,275 | $1.04M | 0.20% | +2,144+23.5% | Added |
| Burney Co | 11,286 | $1.04M | 0.04% | −1,499−11.7% | Reduced |
| Leisure Capital Management | 11,309 | $1.04M | 0.43% | +2,579+29.5% | Added |
| Magnolia Capital Advisors LLC | 11,316 | $1.04M | 0.28% | −192−1.7% | Reduced |
| Tradewinds, LLC. | 11,377 | $1.05M | 0.30% | +19+0.2% | Added |
| Norris Perne & French LLP | 11,413 | $1.05M | 0.08% | −216,965−95.0% | Reduced |
| Stableford Capital II LLC | 11,436 | $1.05M | 0.44% | −306−2.6% | Reduced |
| Larson Financial Group LLC | 11,425 | $1.05M | 0.05% | +1,231+12.1% | Added |
| Columbia Asset Management | 11,439 | $1.05M | 0.21% | −446−3.8% | Reduced |
| Nicollet Investment Management, Inc. | 11,461 | $1.05M | 0.37% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 11,579 | $1.06M | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 11,583 | $1.07M | 0.21% | −102−0.9% | Reduced |
| GSB Wealth Management, LLC | 11,644 | $1.07M | 0.28% | +41+0.4% | Added |
| RS Crum Inc. | 11,684 | $1.07M | 0.29% | +10.0% | Added |
| Bush Investment Group, LLC | 11,735 | $1.08M | 0.81% | +141+1.2% | Added |
| Integrity Alliance, LLC. | 11,783 | $1.08M | 0.04% | +11,783 | New |
| Diversify Advisory Services, LLC | 11,861 | $1.08M | 0.07% | +2,089+21.4% | Added |
| Busey Wealth Management | 11,815 | $1.09M | 0.04% | +49+0.4% | Added |
| Allegheny Financial Group LTD | 11,853 | $1.09M | 0.28% | −89−0.7% | Reduced |
| Widmann Financial Services, Inc. | 11,888 | $1.09M | 0.85% | +25+0.2% | Added |
| CFS Investment Advisory Services, LLC | 11,942 | $1.10M | 0.10% | +20.0% | Added |
| Cassaday & Co Wealth Management LLC | 11,949 | $1.10M | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 11,950 | $1.10M | 0.07% | +230+2.0% | Added |
| CWS Financial Advisors, LLC | 11,955 | $1.10M | 0.35% | +28+0.2% | Added |
| Balboa Wealth Partners | 11,978 | $1.10M | 0.27% | +63+0.5% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.10M | 0.60% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 12,164 | $1.12M | 0.06% | −242−2.0% | Reduced |
| Northern Oak Wealth Management Inc | 12,183 | $1.12M | 0.14% | −614−4.8% | Reduced |
| Fidelis Capital Partners, LLC | 12,418 | $1.12M | 0.12% | −106−0.8% | Reduced |
| Marino, Stram & Associates LLC | 12,266 | $1.13M | 0.25% | +50.0% | Added |
| Essex Savings Bank | 12,293 | $1.13M | 0.28% | +1,899+18.3% | Added |
| Financial Security Advisor, Inc. | 12,293 | $1.13M | 0.29% | +21+0.2% | Added |
| Evercore Wealth Management, LLC | 12,416 | $1.14M | 0.02% | −28−0.2% | Reduced |