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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 29,342 | $2.70M | 0.22% | +1,380+4.9% | Added |
| Centaurus Financial, Inc. | 29,370 | $2.70M | 0.16% | +1,879+6.8% | Added |
| Rahlfs Capital, LLC | 29,570 | $2.72M | 2.72% | −725−2.4% | Reduced |
| Fulton Bank, N.A. | 29,626 | $2.72M | 0.11% | −277−0.9% | Reduced |
| Pullen Investment Management, LLC | 29,630 | $2.72M | 1.72% | −32−0.1% | Reduced |
| Naviter Wealth, LLC | 29,992 | $2.73M | 0.33% | +172+0.6% | Added |
| Greenleaf Trust | 29,851 | $2.74M | 0.03% | +1,147+4.0% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.76M | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.76M | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 30,062 | $2.76M | 0.21% | +11,611+62.9% | Added |
| Hayek Kallen Investment Management | 30,163 | $2.77M | 1.02% | −475−1.6% | Reduced |
| Quest Partners LLC | 30,179 | $2.77M | 0.30% | +23,111+327.0% | Added |
| Shoker Investment Counsel, Inc. | 30,394 | $2.79M | 0.94% | +1,013+3.4% | Added |
| McRae Capital Management Inc | 30,552 | $2.81M | 0.59% | −4,080−11.8% | Reduced |
| Element Capital Management LLC | 30,623 | $2.82M | 0.70% | +30,623 | New |
| Marshall Financial Group LLC | 30,672 | $2.82M | 0.62% | +862+2.9% | Added |
| Holderness Investments Co | 30,705 | $2.82M | 0.66% | −246−0.8% | Reduced |
| Biltmore Family Office, LLC | 30,772 | $2.83M | 0.48% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 31,035 | $2.83M | 0.03% | +13,438+76.4% | Added |
| Great Valley Advisor Group, Inc. | 30,871 | $2.84M | 0.06% | −36,077−53.9% | Reduced |
| Leelyn Smith, LLC | 30,896 | $2.84M | 0.50% | −777−2.5% | Reduced |
| Ethic Inc. | 31,176 | $2.86M | 0.06% | +4,600+17.3% | Added |
| Courier Capital LLC | 31,340 | $2.88M | 0.19% | +1,320+4.4% | Added |
| TownSquare Capital, LLC | 31,359 | $2.88M | 0.03% | +1,193+4.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 31,409 | $2.89M | 0.27% | +1,139+3.8% | Added |
| EverSource Wealth Advisors, LLC | 31,443 | $2.89M | 0.16% | +3,975+14.5% | Added |
| LBMC Investment Advisors, LLC | 31,461 | $2.89M | 0.23% | +7,933+33.7% | Added |
| Texas Yale Capital Corp. | 31,470 | $2.89M | 0.12% | +500+1.6% | Added |
| South State Corp. | 31,799 | $2.92M | 0.13% | +1,353+4.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 31,855 | $2.93M | 0.21% | +630+2.0% | Added |
| Buckingham Strategic Partners | 31,987 | $2.94M | 0.04% | +1,446+4.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,050 | $2.95M | 1.65% | +80.0% | Added |
| apricus wealth, LLC | 32,055 | $2.95M | 1.75% | +1,215+3.9% | Added |
| Pettyjohn, Wood & White, Inc | 32,145 | $2.96M | 0.57% | −851−2.6% | Reduced |
| Hartford Financial Management Inc. | 32,200 | $2.96M | 0.61% | 00.0% | Unchanged |
| Robbins Farley LLC | 32,454 | $2.98M | 1.58% | +119+0.4% | Added |
| GTS Securities LLC | 32,531 | $2.99M | 0.13% | +22,861+236.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 32,587 | $3.00M | 0.09% | +227+0.7% | Added |
| KCM Investment Advisors LLC | 32,726 | $3.01M | 0.11% | +1,500+4.8% | Added |
| Great Lakes Retirement, Inc. | 32,742 | $3.01M | 0.39% | +776+2.4% | Added |
| Adalta Capital Management LLC | 32,794 | $3.02M | 1.61% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 32,954 | $3.03M | 0.84% | +1,227+3.9% | Added |
| Moloney Securities Asset Management, LLC | 32,956 | $3.03M | 0.41% | +25,558+345.5% | Added |
| Cushing Asset Management, LP | 33,000 | $3.03M | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 33,583 | $3.04M | 0.09% | +800+2.4% | Added |
| OneAscent Wealth Management LLC | 33,230 | $3.06M | 1.32% | −6,218−15.8% | Reduced |
| First National Trust Co | 33,260 | $3.06M | 0.12% | −246−0.7% | Reduced |
| Chemung Canal Trust Co | 33,296 | $3.06M | 0.67% | +21,180+174.8% | Added |
| Woodmont Investment Counsel LLC | 33,365 | $3.07M | 0.22% | −2,291−6.4% | Reduced |
| Stonebridge Financial Group, LLC | 33,657 | $3.09M | 0.33% | +14,513+75.8% | Added |
| Empowered Funds, LLC | 34,003 | $3.13M | 0.04% | +5,067+17.5% | Added |
| Reaves W H & Co Inc | 34,398 | $3.16M | 0.08% | −7,347−17.6% | Reduced |
| Forte Capital LLC | 34,412 | $3.16M | 0.38% | −1,134−3.2% | Reduced |
| Lantz Financial LLC | 34,479 | $3.17M | 0.87% | −914−2.6% | Reduced |
| Oakworth Capital, Inc. | 34,766 | $3.20M | 0.22% | +3,133+9.9% | Added |
| Everence Capital Management Inc | 34,801 | $3.20M | 0.22% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 34,845 | $3.20M | 0.02% | +14,797+73.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,849 | $3.20M | 0.05% | +59+0.2% | Added |
| Bokf, NA | 35,004 | $3.22M | 0.06% | −1,400−3.8% | Reduced |
| Resolution Capital Ltd | 35,355 | $3.25M | 0.06% | −23,297−39.7% | Reduced |
| Family Legacy, Inc. | 35,760 | $3.29M | 1.13% | −578−1.6% | Reduced |
| Capital Group Private Client Services, Inc. | 35,817 | $3.29M | 0.03% | −5,944−14.2% | Reduced |
| Johnson Investment Counsel Inc | 36,044 | $3.31M | 0.03% | +2,500+7.5% | Added |
| Kingsview Wealth Management, LLC | 36,093 | $3.32M | 0.06% | +1,731+5.0% | Added |
| Bank Ozk | 36,150 | $3.32M | 1.38% | +3,394+10.4% | Added |
| Daymark Wealth Partners, LLC | 36,323 | $3.34M | 0.14% | −969−2.6% | Reduced |
| OmniStar Financial Group, Inc. | 36,299 | $3.34M | 2.64% | +30,036+479.6% | Added |
| BCJ Capital Management, LLC | 36,979 | $3.40M | 0.25% | +36,979 | New |
| First National Bank of Omaha | 37,051 | $3.41M | 0.23% | −684−1.8% | Reduced |
| Sovereign Financial Group, Inc. | 37,065 | $3.41M | 0.78% | −2,307−5.9% | Reduced |
| HighPoint Advisor Group LLC | 37,279 | $3.41M | 0.20% | −59−0.2% | Reduced |
| Empirical Finance, LLC | 37,529 | $3.45M | 0.21% | +609+1.6% | Added |
| Waterloo Capital, L.P. | 37,600 | $3.46M | 0.32% | +4,165+12.5% | Added |
| First National Advisers, LLC | 37,875 | $3.48M | 0.56% | +682+1.8% | Added |
| Dearborn Partners LLC | 38,035 | $3.50M | 0.17% | −149−0.4% | Reduced |
| Alyeska Investment Group, L.P. | 38,230 | $3.52M | 0.01% | +38,230 | New |
| Avantax Planning Partners, Inc. | 38,337 | $3.53M | 0.12% | −282−0.7% | Reduced |
| Concord Asset Management, LLC | 39,181 | $3.57M | 0.79% | +2,488+6.8% | Added |
| XTX Topco Ltd | 38,840 | $3.57M | 0.18% | +8,360+27.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,909 | $3.58M | 0.16% | −15,309−28.2% | Reduced |
| LongView Wealth Management | 38,924 | $3.58M | 1.07% | −1,754−4.3% | Reduced |
| Omers Administration Corp | 39,180 | $3.60M | 0.03% | −6,481−14.2% | Reduced |
| Peapack Gladstone Financial Corp | 39,309 | $3.62M | 0.05% | +237+0.6% | Added |
| Argent Trust Co | 39,650 | $3.65M | 0.15% | +494+1.3% | Added |
| Diversified Enterprises, LLC | 39,788 | $3.66M | 0.31% | +10,602+36.3% | Added |
| JPL Wealth Management, LLC | 39,816 | $3.66M | 1.04% | +1,466+3.8% | Added |
| Essex Financial Services, Inc. | 39,854 | $3.66M | 0.26% | −2,334−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 40,087 | $3.69M | 0.13% | −1,928−4.6% | Reduced |
| Canandaigua National Bank & Trust Co | 40,447 | $3.72M | 0.37% | −615−1.5% | Reduced |
| Farther Finance Advisors, LLC | 40,591 | $3.73M | 0.10% | +15,584+62.3% | Added |
| Allstate Corp | 40,792 | $3.75M | 0.11% | +8,178+25.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 40,867 | $3.76M | 0.42% | −463−1.1% | Reduced |
| Mainstay Capital Management LLC | 41,093 | $3.78M | 0.52% | −124−0.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 41,179 | $3.79M | 2.07% | −2,957−6.7% | Reduced |
| Providence Capital Advisors, LLC | 41,305 | $3.80M | 0.79% | +232+0.6% | Added |
| Wills Financial Group LLC | 41,467 | $3.81M | 1.69% | +41,467 | New |
| TrueWealth Advisors, LLC | 41,682 | $3.83M | 1.26% | +785+1.9% | Added |
| Resources Investment Advisors, LLC. | 42,024 | $3.86M | 0.05% | +293+0.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,788 | $3.93M | 0.00% | +10,388+32.1% | Added |
| Concord Wealth Partners | 42,832 | $3.94M | 0.65% | +2,671+6.7% | Added |