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 |
|---|---|---|---|---|---|
| Nicholson Wealth Management Group, LLC | 21,122 | $1.94M | 1.27% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 21,157 | $1.95M | 0.23% | +4,983+30.8% | Added |
| Stock Yards Bank & Trust Co | 21,160 | $1.95M | 0.07% | −919−4.2% | Reduced |
| NTV Asset Management LLC | 21,175 | $1.95M | 0.26% | −1,200−5.4% | Reduced |
| Vinva Investment Management Ltd | 21,425 | $1.95M | 0.08% | +3,814+21.7% | Added |
| GAMMA Investing LLC | 21,253 | $1.95M | 0.15% | +4,005+23.2% | Added |
| Stamos Capital Partners, L.P. | 21,283 | $1.96M | 0.51% | −5,977−21.9% | Reduced |
| Horizon Investments, LLC | 21,452 | $1.97M | 0.06% | +880+4.3% | Added |
| Armor Investment Advisors, LLC | 21,571 | $1.98M | 0.82% | −219−1.0% | Reduced |
| Claro Advisors LLC | 21,652 | $1.99M | 0.27% | −702−3.1% | Reduced |
| Caldwell Trust Co | 21,684 | $1.99M | 0.21% | +2,154+11.0% | Added |
| Wedbush Securities Inc | 21,693 | $2.00M | 0.07% | +413+1.9% | Added |
| Brown Brothers Harriman & Co | 21,726 | $2.00M | 0.01% | −832−3.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.00M | 0.07% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 21,894 | $2.01M | 0.49% | +17,866+443.5% | Added |
| First United Bank Trust | 21,952 | $2.02M | 0.75% | +711+3.3% | Added |
| Principal Securities, Inc. | 24,619 | $2.03M | 0.05% | +75+0.3% | Added |
| OneAscent Financial Services LLC | 22,062 | $2.03M | 0.13% | +14,072+176.1% | Added |
| Columbus Macro, LLC | 22,110 | $2.03M | 0.27% | +10.0% | Added |
| Sowell Financial Services LLC | 22,247 | $2.05M | 0.09% | −7,962−26.4% | Reduced |
| Trust Co of Vermont | 22,281 | $2.05M | 0.10% | −2,156−8.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 22,346 | $2.05M | 0.19% | −134−0.6% | Reduced |
| Old North State Trust, LLC | 24,984 | $2.06M | 1.31% | 00.0% | Unchanged |
| Change Path, LLC | 22,442 | $2.06M | 0.06% | −13,526−37.6% | Reduced |
| HHM Wealth Advisors, LLC | 22,451 | $2.06M | 0.28% | +141+0.6% | Added |
| NBT Bank N A | 22,451 | $2.06M | 0.15% | −637−2.8% | Reduced |
| Meeder Advisory Services, Inc. | 22,473 | $2.07M | 0.12% | +2,708+13.7% | Added |
| Wealthspire Advisors, LLC | 22,653 | $2.08M | 0.01% | +2,430+12.0% | Added |
| Occudo Quantitative Strategies LP | 22,887 | $2.09M | 0.28% | +8,686+61.2% | Added |
| Mather Group, LLC. | 22,703 | $2.09M | 0.02% | +13,910+158.2% | Added |
| D L Carlson Investment Group Inc | 22,754 | $2.09M | 0.40% | −613−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 22,940 | $2.11M | 0.10% | −1,748−7.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 22,987 | $2.11M | 0.60% | +4,658+25.4% | Added |
| Southeast Asset Advisors Inc. | 23,032 | $2.12M | 0.26% | −65−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 23,102 | $2.12M | 0.09% | −586−2.5% | Reduced |
| Quadrant Capital Group LLC | 23,178 | $2.13M | 0.08% | +11,350+96.0% | Added |
| Pacitti Group Inc. | 23,355 | $2.15M | 1.02% | +1,996+9.3% | Added |
| Ci Investments Inc. | 23,369 | $2.15M | 0.01% | +11,784+101.7% | Added |
| Essex LLC | 23,413 | $2.15M | 0.47% | −1,211−4.9% | Reduced |
| Harbour Investments, Inc. | 23,424 | $2.15M | 0.06% | −9,028−27.8% | Reduced |
| Citizens National Bank Trust Department | 23,459 | $2.16M | 0.46% | −50−0.2% | Reduced |
| Cape Investment Advisory, Inc. | 23,470 | $2.16M | 0.86% | +513+2.2% | Added |
| Inman Jager Wealth Management, LLC | 23,686 | $2.18M | 1.63% | −228−1.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,818 | $2.19M | 0.28% | +93+0.4% | Added |
| S.E.E.D. Planning Group LLC | 23,896 | $2.20M | 0.74% | −1,055−4.2% | Reduced |
| Siemens Fonds Invest GmbH | 23,984 | $2.21M | 0.15% | −202−0.8% | Reduced |
| Two Sigma Advisers, LP | 24,000 | $2.21M | 0.00% | −13,400−35.8% | Reduced |
| Qtron Investments LLC | 24,050 | $2.21M | 0.33% | +9,656+67.1% | Added |
| Verdence Capital Advisors LLC | 24,119 | $2.22M | 0.17% | −894−3.6% | Reduced |
| Armis Advisers, LLC | 24,310 | $2.23M | 0.21% | +21,387+731.7% | Added |
| Bessemer Group Inc | 24,308 | $2.23M | 0.00% | −22,193−47.7% | Reduced |
| Stolper Co | 24,636 | $2.27M | 0.74% | +126+0.5% | Added |
| Baillie Gifford & Co | 24,639 | $2.27M | 0.00% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 25,000 | $2.30M | 0.20% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,082 | $2.31M | 0.82% | +3,010+13.6% | Added |
| HF Advisory Group, LLC | 25,170 | $2.31M | 1.01% | +2,995+13.5% | Added |
| Ascent Wealth Partners, LLC | 25,183 | $2.32M | 0.31% | −100.0% | Reduced |
| Capital Square, LLC | 25,427 | $2.34M | 1.37% | +627+2.5% | Added |
| Smartleaf Asset Management LLC | 25,714 | $2.34M | 0.23% | +3,163+14.0% | Added |
| Perigon Wealth Management, LLC | 25,557 | $2.35M | 0.06% | +301+1.2% | Added |
| United Services Automobile Association | 25,835 | $2.35M | 0.07% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 25,646 | $2.36M | 0.38% | −1,694−6.2% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.37M | 0.65% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 25,999 | $2.39M | 0.05% | −56,123−68.3% | Reduced |
| John G Ullman & Associates Inc | 26,103 | $2.40M | 0.37% | −91−0.3% | Reduced |
| IHT Wealth Management, LLC | 26,168 | $2.41M | 0.08% | +673+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,200 | $2.41M | 0.06% | +22,044+530.4% | Added |
| Argyle Capital Management Inc. | 26,271 | $2.42M | 0.90% | 00.0% | Unchanged |
| Private Trust Co NA | 26,343 | $2.42M | 0.25% | +2,460+10.3% | Added |
| Leo Wealth, LLC | 26,442 | $2.43M | 0.35% | −2,507−8.7% | Reduced |
| Diversified Trust Co | 26,469 | $2.43M | 0.06% | +2,243+9.3% | Added |
| Fiduciary Alliance LLC | 26,497 | $2.44M | 0.24% | −51−0.2% | Reduced |
| Harbour Trust & Investment Management Co | 26,547 | $2.44M | 0.30% | −1,915−6.7% | Reduced |
| Mechanics Bank Trust Department | 26,714 | $2.46M | 0.34% | −1,861−6.5% | Reduced |
| CBOE Vest Financial, LLC | 26,838 | $2.47M | 0.04% | +11,368+73.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,857 | $2.47M | 0.10% | −533−1.9% | Reduced |
| PFG Investments, LLC | 26,890 | $2.47M | 0.16% | −273−1.0% | Reduced |
| Vectors Research Management, LLC | 26,926 | $2.48M | 0.87% | +719+2.7% | Added |
| Kavar Capital Partners Group, LLC | 26,943 | $2.48M | 0.41% | 00.0% | Unchanged |
| GAM Holding AG | 27,006 | $2.48M | 0.19% | +27,006 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,015 | $2.48M | 0.01% | −109,516−80.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 27,196 | $2.50M | 0.15% | −72−0.3% | Reduced |
| West Paces Advisors Inc. | 27,419 | $2.52M | 0.57% | +22,207+426.1% | Added |
| TD Private Client Wealth LLC | 27,484 | $2.53M | 0.07% | +1,083+4.1% | Added |
| Aurora Investment Counsel | 27,504 | $2.53M | 1.40% | +27,504 | New |
| We Are One Seven, LLC | 27,507 | $2.53M | 0.10% | +2,595+10.4% | Added |
| Equitable Trust Co | 27,684 | $2.55M | 0.14% | +192+0.7% | Added |
| Citizens Financial Group Inc | 27,718 | $2.55M | 0.05% | +7,206+35.1% | Added |
| Bank of Hawaii | 27,936 | $2.57M | 0.15% | −3,242−10.4% | Reduced |
| Tyche Wealth Partners LLC | 28,090 | $2.58M | 0.56% | +1,514+5.7% | Added |
| Hancock Whitney Corp | 28,212 | $2.59M | 0.08% | +9,695+52.4% | Added |
| Little House Capital LLC | 28,286 | $2.60M | 0.71% | +16,771+145.6% | Added |
| TFG Advisers LLC | 28,332 | $2.61M | 0.95% | −28−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,699 | $2.62M | 0.40% | +129+0.5% | Added |
| Jacobi Capital Management LLC | 28,452 | $2.62M | 0.19% | +715+2.6% | Added |
| Miller Howard Investments Inc | 28,731 | $2.64M | 0.08% | +2,322+8.8% | Added |
| Old Port Advisors | 28,805 | $2.65M | 0.79% | −1,025−3.4% | Reduced |
| Broadwater Capital Management LLC | 29,184 | $2.68M | 2.10% | −174−0.6% | Reduced |
| Bleakley Financial Group, LLC | 29,249 | $2.69M | 0.09% | +3,887+15.3% | Added |
| Allen Capital Group, LLC | 29,280 | $2.69M | 0.31% | +8,205+38.9% | Added |