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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 12,424 | $1.14M | 0.39% | +9,225+288.4% | Added |
| Firethorn Wealth Partners, LLC | 12,443 | $1.14M | 0.55% | +37+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 12,510 | $1.15M | 0.08% | +800+6.8% | Added |
| Rowland & Co Investment Counsel | 12,519 | $1.15M | 0.24% | +35+0.3% | Added |
| Bard Financial Services, Inc. | 12,520 | $1.15M | 0.14% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $1.15M | 0.36% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,558 | $1.15M | 0.00% | −1,328−9.6% | Reduced |
| Reuter James Wealth Management, LLC | 12,597 | $1.16M | 0.20% | −81−0.6% | Reduced |
| Keystone Financial Group | 12,607 | $1.16M | 0.12% | −435−3.3% | Reduced |
| Waterfront Wealth Inc. | 12,617 | $1.16M | 0.28% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,662 | $1.16M | 0.02% | +1,255+11.0% | Added |
| Guardian Wealth Advisors, LLC | 12,697 | $1.17M | 0.09% | −327−2.5% | Reduced |
| SPC Financial, Inc. | 12,712 | $1.17M | 0.10% | +12,712 | New |
| Country Club Bank | 12,830 | $1.17M | 0.08% | −15−0.1% | Reduced |
| IFP Advisors, Inc | 12,624 | $1.17M | 0.04% | −1,396−10.0% | Reduced |
| Stiles Financial Services Inc | 12,783 | $1.18M | 0.45% | +85+0.7% | Added |
| Prosperity Consulting Group, LLC | 12,805 | $1.18M | 0.09% | +411+3.3% | Added |
| Asset Planning,Inc | 12,853 | $1.18M | 0.93% | +40.0% | Added |
| Grimes & Company, Inc. | 13,017 | $1.20M | 0.04% | +751+6.1% | Added |
| Constitution Capital LLC | 13,020 | $1.20M | 0.66% | +1,800+16.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,063 | $1.20M | 0.00% | +13,063 | New |
| Western Wealth Management, LLC | 13,129 | $1.21M | 0.08% | −8,099−38.2% | Reduced |
| United Bank | 13,150 | $1.21M | 0.15% | −125−0.9% | Reduced |
| Sheets Smith Wealth Management | 13,227 | $1.22M | 0.15% | −495−3.6% | Reduced |
| Wiser Wealth Management, Inc | 13,232 | $1.22M | 0.34% | −43−0.3% | Reduced |
| Callan Family Office, LLC | 13,248 | $1.22M | 0.09% | −17,295−56.6% | Reduced |
| Parallel Advisors, LLC | 13,279 | $1.22M | 0.03% | +594+4.7% | Added |
| Cresset Asset Management, LLC | 13,428 | $1.23M | 0.01% | −4,170−23.7% | Reduced |
| Baldwin Investment Management, LLC | 13,458 | $1.24M | 0.15% | +931+7.4% | Added |
| Mesirow Financial Investment Management, Inc. | 13,547 | $1.25M | 0.02% | −114−0.8% | Reduced |
| Invesco, LLC | 13,559 | $1.25M | 0.51% | +10,971+423.9% | Added |
| Archford Capital Strategies, LLC | 13,600 | $1.25M | 0.18% | −154−1.1% | Reduced |
| Brighton Jones LLC | 13,664 | $1.26M | 0.04% | +464+3.5% | Added |
| Meiji Yasuda Life Insurance Co | 13,667 | $1.26M | 0.03% | −340−2.4% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.26M | 0.39% | −3,366−19.8% | Reduced |
| Spire Wealth Management | 13,761 | $1.27M | 0.04% | +335+2.5% | Added |
| Bank & Trust Co | 13,784 | $1.27M | 1.03% | −789−5.4% | Reduced |
| West Bancorporation Inc | 13,820 | $1.27M | 0.86% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 13,871 | $1.28M | 0.03% | +614+4.6% | Added |
| ForthRight Wealth Management, LLC | 13,875 | $1.28M | 0.43% | −32−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 13,880 | $1.28M | 0.26% | +53+0.4% | Added |
| First County Bank | 13,894 | $1.28M | 0.71% | −2,487−15.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 13,937 | $1.28M | 0.17% | +34+0.2% | Added |
| NovaPoint Capital, LLC | 13,927 | $1.28M | 0.39% | +2,357+20.4% | Added |
| Checchi Capital Advisers, LLC | 13,962 | $1.28M | 0.09% | +474+3.5% | Added |
| Detalus Advisors, LLC | 13,977 | $1.29M | 0.40% | +42+0.3% | Added |
| Aprio Wealth Management, LLC | 14,000 | $1.29M | 0.16% | +2,660+23.5% | Added |
| Cannon Financial Strategists, Inc. | 14,011 | $1.29M | 0.22% | +300+2.2% | Added |
| Farmers & Merchants Investments Inc | 14,045 | $1.29M | 0.04% | −30−0.2% | Reduced |
| Berkeley Capital Partners, LLC | 14,070 | $1.29M | 0.36% | +132+0.9% | Added |
| Kovack Advisors, Inc. | 14,080 | $1.29M | 0.14% | −2,085−12.9% | Reduced |
| Kiker Wealth Management, LLC | 14,112 | $1.30M | 0.89% | +121+0.9% | Added |
| Retirement Planning Co of New England, Inc. | 14,125 | $1.30M | 0.67% | −18−0.1% | Reduced |
| Ti-Trust, Inc | 14,160 | $1.30M | 0.86% | 00.0% | Unchanged |
| Glenview Trust Co | 14,198 | $1.31M | 0.03% | −4,210−22.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,281 | $1.31M | 0.33% | −200−1.4% | Reduced |
| Chatham Capital Group, Inc. | 14,294 | $1.31M | 0.22% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 14,298 | $1.31M | 0.37% | +1,061+8.0% | Added |
| Register Financial Advisors LLC | 14,382 | $1.32M | 0.69% | +28+0.2% | Added |
| Philadelphia Trust Co | 14,430 | $1.33M | 0.11% | −40−0.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 14,441 | $1.33M | 0.09% | −1,448−9.1% | Reduced |
| DMG Group, LLC | 14,470 | $1.33M | 1.08% | +96+0.7% | Added |
| Flputnam Investment Management Co | 14,519 | $1.34M | 0.03% | +1,767+13.9% | Added |
| Sculati Wealth Management, LLC | 14,530 | $1.34M | 0.54% | −380−2.5% | Reduced |
| Delta Asset Management LLC | 14,549 | $1.34M | 0.13% | −180−1.2% | Reduced |
| Lebenthal Global Advisors, LLC | 14,592 | $1.34M | 0.25% | +1,084+8.0% | Added |
| Spreng Capital Management, Inc. | 14,617 | $1.34M | 0.61% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 14,673 | $1.35M | 0.20% | +664+4.7% | Added |
| Glen Eagle Advisors, LLC | 14,675 | $1.35M | 0.22% | +187+1.3% | Added |
| Pitcairn Co | 14,694 | $1.35M | 0.08% | +9,977+211.5% | Added |
| Boothbay Fund Management, LLC | 14,697 | $1.35M | 0.05% | +14,697 | New |
| Penserra Capital Management LLC | 14,739 | $1.35M | 0.02% | +11,870+413.7% | Added |
| Vontobel Holding Ltd. | 14,756 | $1.36M | 0.00% | −4,499−23.4% | Reduced |
| Skopos Labs, Inc. | 14,854 | $1.37M | 0.29% | +3,941+36.1% | Added |
| Huber Capital Management LLC | 14,900 | $1.37M | 0.26% | −800−5.1% | Reduced |
| New Age Alpha Advisors, LLC | 14,916 | $1.37M | 0.06% | −17,053−53.3% | Reduced |
| Walleye Capital LLC | 15,068 | $1.39M | 0.02% | −1,510−9.1% | Reduced |
| Fca Corp | 15,121 | $1.39M | 0.44% | +537+3.7% | Added |
| Adirondack Trust Co | 15,150 | $1.39M | 0.54% | −820−5.1% | Reduced |
| CAPROCK Group, Inc. | 15,168 | $1.39M | 0.04% | −11,875−43.9% | Reduced |
| Powers Advisory Group, LLC | 15,169 | $1.39M | 0.66% | −69−0.5% | Reduced |
| L.M. Kohn & Company | 15,210 | $1.40M | 0.37% | −2,130−12.3% | Reduced |
| BancorpSouth Bank | 15,220 | $1.40M | 0.10% | +1,010+7.1% | Added |
| Confluence Wealth Services, Inc. | 15,396 | $1.40M | 0.09% | +162+1.1% | Added |
| Centennial Bank | 15,316 | $1.41M | 0.67% | −1,344−8.1% | Reduced |
| Venturi Wealth Management, LLC | 15,326 | $1.41M | 0.07% | −435−2.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,350 | $1.41M | 0.34% | −391−2.5% | Reduced |
| Silver Oak Securities, Inc | 15,489 | $1.41M | 0.13% | +558+3.7% | Added |
| GoalVest Advisory LLC | 15,415 | $1.42M | 0.39% | +2,361+18.1% | Added |
| Sandy Spring Bank | 15,511 | $1.43M | 0.06% | −58−0.4% | Reduced |
| Ninepoint Partners LP | 15,557 | $1.43M | 0.25% | +847+5.8% | Added |
| Highline Wealth Partners LLC | 15,560 | $1.43M | 0.48% | +252+1.6% | Added |
| Farmers National Bank | 15,594 | $1.43M | 0.40% | −600−3.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 15,721 | $1.45M | 0.68% | −530−3.3% | Reduced |
| Virginia Retirement Systems Et Al | 15,800 | $1.45M | 0.01% | +15,800 | New |
| CapWealth Advisors, LLC | 15,801 | $1.45M | 0.16% | −77−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,818 | $1.45M | 0.05% | +18+0.1% | Added |
| Stokes Family Office, LLC | 15,854 | $1.46M | 0.16% | −100−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 15,889 | $1.46M | 0.41% | −1,181−6.9% | Reduced |
| Focus Financial Network, Inc. | 15,917 | $1.46M | 0.06% | −133−0.8% | Reduced |