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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 15,928 | $1.46M | 0.03% | +110+0.7% | Added |
| XML Financial, LLC | 15,976 | $1.47M | 0.14% | +661+4.3% | Added |
| International Assets Investment Management, LLC | 16,008 | $1.47M | 0.13% | +95+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,009 | $1.47M | 0.14% | −1,517−8.7% | Reduced |
| Johnson Financial Group, Inc. | 16,130 | $1.48M | 0.07% | +4,246+35.7% | Added |
| TCW Group Inc | 16,177 | $1.49M | 0.01% | +872+5.7% | Added |
| Advisor OS, LLC | 16,222 | $1.49M | 0.17% | +243+1.5% | Added |
| Snowden Capital Advisors LLC | 16,330 | $1.50M | 0.05% | +678+4.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.51M | 0.14% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 16,401 | $1.51M | 0.37% | +280+1.7% | Added |
| Ameritas Advisory Services, LLC | 17,026 | $1.53M | 0.06% | +9,966+141.2% | Added |
| Strategic Blueprint, LLC | 16,637 | $1.53M | 0.08% | +870+5.5% | Added |
| Wedmont Private Capital | 17,055 | $1.53M | 0.08% | +852+5.3% | Added |
| Silvercrest Asset Management Group LLC | 16,800 | $1.54M | 0.01% | +2,059+14.0% | Added |
| SeaCrest Wealth Management, LLC | 16,937 | $1.56M | 0.18% | −149−0.9% | Reduced |
| Interval Partners, LP | 16,948 | $1.56M | 0.06% | +16,948 | New |
| Ritholtz Wealth Management | 16,971 | $1.56M | 0.05% | +3,461+25.6% | Added |
| Gleason Group, Inc. | 16,981 | $1.56M | 0.28% | +137+0.8% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.56M | 0.20% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 17,048 | $1.57M | 0.16% | +1,046+6.5% | Added |
| DRW Securities, LLC | 17,103 | $1.57M | 0.13% | +17,103 | New |
| Twin Capital Management Inc | 17,210 | $1.58M | 0.18% | −320−1.8% | Reduced |
| Burns J W & Co Inc | 17,232 | $1.58M | 0.21% | −79−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,302 | $1.59M | 0.56% | −849−4.7% | Reduced |
| EPG Wealth Management LLC | 17,311 | $1.59M | 0.44% | +364+2.1% | Added |
| Wellington Shields & Co., LLC | 17,334 | $1.59M | 0.50% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 17,503 | $1.61M | 0.59% | +121+0.7% | Added |
| Meketa Investment Group Inc | 17,511 | $1.61M | 2.17% | +8,188+87.8% | Added |
| Bristlecone Advisors, LLC | 17,536 | $1.61M | 0.13% | −539−3.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 17,553 | $1.61M | 0.31% | −453−2.5% | Reduced |
| Raleigh Capital Management Inc. | 17,575 | $1.62M | 0.73% | −5,298−23.2% | Reduced |
| Jump Financial, LLC | 17,581 | $1.62M | 0.02% | −4,162−19.1% | Reduced |
| Valeo Financial Advisors, LLC | 17,631 | $1.62M | 0.05% | +1,083+6.5% | Added |
| Earnest Partners LLC | 17,773 | $1.63M | 0.01% | +11+0.1% | Added |
| Hilltop Holdings Inc. | 17,864 | $1.64M | 0.10% | +3,069+20.7% | Added |
| RFP Financial Group LLC | 17,888 | $1.64M | 0.66% | −453−2.5% | Reduced |
| Smith Thornton Advisors LLC | 17,892 | $1.65M | 1.02% | +132+0.7% | Added |
| Aviva PLC | 17,943 | $1.65M | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 17,968 | $1.65M | 0.06% | −70.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,984 | $1.65M | 0.06% | +131+0.7% | Added |
| Monte Financial Group, LLC | 18,065 | $1.66M | 0.73% | 00.0% | Unchanged |
| Danske Bank A/S | 18,063 | $1.66M | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 18,085 | $1.66M | 0.39% | −100−0.5% | Reduced |
| Nebula Research & Development LLC | 18,177 | $1.67M | 0.15% | +11,923+190.6% | Added |
| Romano Brothers and Company | 18,189 | $1.67M | 0.22% | −496−2.7% | Reduced |
| Bryn Mawr Trust Co | 18,199 | $1.67M | 0.03% | −1,471−7.5% | Reduced |
| Verity Asset Management, Inc. | 18,212 | $1.67M | 0.68% | +9,107+100.0% | Added |
| Providence First Trust Co | 18,280 | $1.68M | 0.68% | −181−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 18,305 | $1.68M | 0.29% | +2,111+13.0% | Added |
| Koshinski Asset Management, Inc. | 18,341 | $1.69M | 0.14% | +770+4.4% | Added |
| Accurate Wealth Management, LLC | 18,798 | $1.69M | 0.32% | +1,133+6.4% | Added |
| Frank, Rimerman Advisors LLC | 18,385 | $1.69M | 0.13% | +304+1.7% | Added |
| ICW Investment Advisors LLC | 18,428 | $1.69M | 0.69% | +48+0.3% | Added |
| Eagle Rock Investment Company, LLC | 18,429 | $1.69M | 0.29% | −105−0.6% | Reduced |
| Adapt Wealth Advisors, LLC | 18,435 | $1.70M | 0.83% | +40.0% | Added |
| Primoris Wealth Advisors, LLC | 18,494 | $1.70M | 1.32% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 18,509 | $1.70M | 0.30% | +725+4.1% | Added |
| SWAN Capital LLC | 18,525 | $1.70M | 0.79% | +146+0.8% | Added |
| Worldquant Millennium Advisors LLC | 18,609 | $1.71M | 0.01% | +18,609 | New |
| Brooks, Moore & Associates, Inc. | 18,723 | $1.72M | 0.97% | −200−1.1% | Reduced |
| LVZ Advisors, Inc. | 18,744 | $1.72M | 0.23% | +476+2.6% | Added |
| Bahl & Gaynor Inc | 18,751 | $1.72M | 0.01% | +4,261+29.4% | Added |
| Assetmark, Inc | 18,792 | $1.73M | 0.00% | +2,043+12.2% | Added |
| Ignite Planners, LLC | 19,050 | $1.74M | 0.34% | +3,771+24.7% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.75M | 0.30% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 19,005 | $1.75M | 0.05% | +2,147+12.7% | Added |
| SBI Securities Co., Ltd. | 19,159 | $1.76M | 0.06% | +194+1.0% | Added |
| Peoples Financial Services Corp. | 19,251 | $1.77M | 0.85% | −300−1.5% | Reduced |
| NorthRock Partners, LLC | 19,281 | $1.77M | 0.06% | +832+4.5% | Added |
| Schechter Investment Advisors, LLC | 19,305 | $1.78M | 0.15% | −2,630−12.0% | Reduced |
| Good Life Advisors, LLC | 19,609 | $1.80M | 0.13% | −263−1.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 19,613 | $1.80M | 1.34% | +480+2.5% | Added |
| LVW Advisors, LLC | 19,653 | $1.81M | 0.22% | +1,087+5.9% | Added |
| LMG Wealth Partners, LLC | 19,700 | $1.81M | 0.40% | −70.0% | Reduced |
| Plan Group Financial, LLC | 19,730 | $1.81M | 0.65% | +5,353+37.2% | Added |
| Pensionmark Financial Group, LLC | 19,738 | $1.81M | 0.05% | −1,692−7.9% | Reduced |
| First City Capital Management, Inc. | 19,767 | $1.82M | 1.09% | −3,011−13.2% | Reduced |
| Parsons Capital Management Inc | 19,824 | $1.82M | 0.10% | −616−3.0% | Reduced |
| Donaldson Capital Management, LLC | 19,926 | $1.83M | 0.07% | −550−2.7% | Reduced |
| Venture Visionary Partners LLC | 19,986 | $1.84M | 0.08% | +1,033+5.5% | Added |
| Canal Insurance CO | 20,000 | $1.84M | 0.43% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 20,028 | $1.84M | 0.08% | −168−0.8% | Reduced |
| Mayfair Advisory Group, LLC | 20,050 | $1.84M | 1.06% | −1,082−5.1% | Reduced |
| Toroso Investments, LLC | 20,126 | $1.85M | 0.02% | −481−2.3% | Reduced |
| Consolidated Planning Corp | 20,141 | $1.85M | 0.25% | −52−0.3% | Reduced |
| Shelton Capital Management | 20,188 | $1.86M | 0.04% | −160−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,190 | $1.86M | 0.22% | −90−0.4% | Reduced |
| Mystic Asset Management, Inc. | 20,238 | $1.86M | 0.49% | +327+1.6% | Added |
| Weaver Capital Management LLC | 20,323 | $1.87M | 0.50% | +438+2.2% | Added |
| Ontario Teachers Pension Plan Board | 20,414 | $1.88M | 0.03% | +20,414 | New |
| Bangor Savings Bank | 20,428 | $1.88M | 0.18% | −1,094−5.1% | Reduced |
| Benedict Financial Advisors Inc | 20,692 | $1.90M | 0.44% | +21+0.1% | Added |
| Geneos Wealth Management Inc. | 20,800 | $1.91M | 0.06% | +709+3.5% | Added |
| NBC Securities, Inc. | 20,840 | $1.92M | 0.16% | +20,819+99,138.1% | Added |
| RDA Financial Network | 20,878 | $1.92M | 0.57% | −83−0.4% | Reduced |
| Smith, Moore & Co. | 20,941 | $1.93M | 0.18% | +45+0.2% | Added |
| Patten & Patten Inc | 20,967 | $1.93M | 0.13% | +68+0.3% | Added |
| MSH Capital Advisors LLC | 21,036 | $1.93M | 0.60% | +785+3.9% | Added |
| Capital Investment Advisory Services, LLC | 21,067 | $1.94M | 0.17% | +652+3.2% | Added |
| Regal Investment Advisors LLC | 21,078 | $1.94M | 0.16% | −9,039−30.0% | Reduced |