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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 43,051 | $3.96M | 0.10% | +20,860+94.0% | Added |
| Profund Advisors LLC | 43,155 | $3.97M | 0.17% | −16,024−27.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,214 | $3.97M | 0.03% | +28,039+184.8% | Added |
| Ethos Financial Group, LLC | 44,002 | $3.98M | 0.38% | +40,600+1,193.4% | Added |
| Great Lakes Advisors, LLC | 43,348 | $3.99M | 0.04% | +1,254+3.0% | Added |
| Bailard, Inc. | 43,551 | $4.00M | 0.10% | +50+0.1% | Added |
| RSM US Wealth Management LLC | 43,657 | $4.01M | 0.06% | +1,479+3.5% | Added |
| AE Wealth Management LLC | 43,805 | $4.03M | 0.03% | −4,151−8.7% | Reduced |
| MTM Investment Management, LLC | 43,941 | $4.03M | 1.56% | +30+0.1% | Added |
| Waters Parkerson & Co., LLC | 43,904 | $4.04M | 0.22% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 44,134 | $4.06M | 0.17% | −1,711−3.7% | Reduced |
| Nomura Holdings Inc | 44,228 | $4.07M | 0.02% | +8,124+22.5% | Added |
| L & S Advisors Inc | 44,341 | $4.08M | 0.50% | +186+0.4% | Added |
| Nepsis, Inc. | 44,393 | $4.08M | 1.01% | −3,696−7.7% | Reduced |
| Rench Wealth Management, Inc. | 44,486 | $4.09M | 1.41% | +61+0.1% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.13M | 0.57% | 00.0% | Unchanged |
| Agf Management Ltd | 44,982 | $4.14M | 0.02% | +36,446+427.0% | Added |
| Intact Investment Management Inc. | 45,300 | $4.17M | 0.14% | 00.0% | Unchanged |
| Apollon Financial, LLC | 45,312 | $4.17M | 0.98% | −505−1.1% | Reduced |
| Palisade Asset Management, LLC | 45,467 | $4.18M | 0.43% | +73+0.2% | Added |
| Morton Community Bank | 45,635 | $4.20M | 1.10% | −105−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 46,425 | $4.27M | 1.61% | −2,350−4.8% | Reduced |
| Brown Advisory Inc | 46,635 | $4.29M | 0.01% | −882−1.9% | Reduced |
| Pathway Financial Advisers, LLC | 46,863 | $4.31M | 1.48% | −3,322−6.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 47,554 | $4.37M | 0.22% | +844+1.8% | Added |
| Hengehold Capital Management LLC | 47,773 | $4.39M | 0.42% | +1,294+2.8% | Added |
| First Bank & Trust | 47,826 | $4.40M | 0.85% | −1,068−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 47,989 | $4.41M | 0.63% | +15,481+47.6% | Added |
| Laurel Wealth Advisors LLC | 48,060 | $4.42M | 0.69% | −1,096−2.2% | Reduced |
| Norinchukin Bank, The | 48,160 | $4.43M | 0.08% | +5,303+12.4% | Added |
| Prudential PLC | 48,346 | $4.45M | 0.02% | −31,159−39.2% | Reduced |
| Ieq Capital, LLC | 48,773 | $4.48M | 0.04% | −3,408−6.5% | Reduced |
| Shorepoint Capital Partners LLC | 49,256 | $4.53M | 1.02% | +1,495+3.1% | Added |
| Farmers Trust Co | 49,274 | $4.53M | 0.85% | +891+1.8% | Added |
| Greatmark Investment Partners, Inc. | 49,785 | $4.58M | 0.62% | −439−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 49,879 | $4.59M | 0.17% | +626+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 50,047 | $4.60M | 0.05% | +1,100+2.2% | Added |
| All Terrain Financial Advisors, LLC | 50,118 | $4.61M | 1.80% | +682+1.4% | Added |
| Montag A & Associates Inc | 50,363 | $4.63M | 0.23% | 00.0% | Unchanged |
| Signaturefd, LLC | 50,501 | $4.64M | 0.09% | +1,741+3.6% | Added |
| GQG Partners LLC | 51,078 | $4.70M | 0.01% | −14,751,176−99.7% | Reduced |
| New Mexico Educational Retirement Board | 51,187 | $4.71M | 0.17% | −900−1.7% | Reduced |
| Maryland State Retirement & Pension System | 51,207 | $4.71M | 0.11% | −7,492−12.8% | Reduced |
| Advisors Asset Management, Inc. | 51,354 | $4.72M | 0.09% | +1,953+4.0% | Added |
| Wesbanco Bank Inc | 51,403 | $4.73M | 0.16% | −622−1.2% | Reduced |
| Kentucky Trust Co | 51,892 | $4.77M | 2.84% | −725−1.4% | Reduced |
| Arrow Capital Pty Ltd | 50,000 | $4.80M | 5.99% | +50,000 | New |
| Main Street Financial Solutions, LLC | 52,295 | $4.81M | 0.42% | +6,177+13.4% | Added |
| Bremer Bank National Association | 52,595 | $4.84M | 0.86% | +3,622+7.4% | Added |
| Sigma Planning Corp | 52,778 | $4.85M | 0.15% | −3,234−5.8% | Reduced |
| Wealthcare Advisory Partners LLC | 52,901 | $4.86M | 0.13% | −951−1.8% | Reduced |
| Trajan Wealth LLC | 53,204 | $4.89M | 0.27% | −1,290−2.4% | Reduced |
| Cornerstone Advisors, LLC | 53,500 | $4.92M | 0.21% | −26,500−33.1% | Reduced |
| Csenge Advisory Group | 53,734 | $4.93M | 0.28% | −3,167−5.6% | Reduced |
| Money Concepts Capital Corp | 54,320 | $4.99M | 0.37% | +3,496+6.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 54,496 | $5.01M | 1.00% | +1,202+2.3% | Added |
| Sagespring Wealth Partners, LLC | 54,616 | $5.02M | 0.13% | −4,820−8.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 54,812 | $5.04M | 3.11% | −2,267−4.0% | Reduced |
| Trinity Legacy Partners, LLC | 59,550 | $5.10M | 1.29% | +949+1.6% | Added |
| Clearstead Advisors, LLC | 55,425 | $5.10M | 0.08% | −60.0% | Reduced |
| United Bank | 55,991 | $5.15M | 2.13% | +335+0.6% | Added |
| Clearbridge Investments, LLC | 56,845 | $5.23M | 0.00% | +865+1.5% | Added |
| Meridian Wealth Management, LLC | 57,208 | $5.26M | 0.25% | +4,949+9.5% | Added |
| Stratos Wealth Partners, LTD. | 57,525 | $5.29M | 0.08% | −1,416−2.4% | Reduced |
| Securian Asset Management, Inc | 57,968 | $5.33M | 0.16% | −920−1.6% | Reduced |
| First Citizens Bank & Trust Co | 58,492 | $5.38M | 0.14% | +2,371+4.2% | Added |
| Bridge Creek Capital Management LLC | 58,558 | $5.38M | 1.70% | −355−0.6% | Reduced |
| Schnieders Capital Management LLC | 58,824 | $5.41M | 1.16% | −1,700−2.8% | Reduced |
| Oppenheimer & Co Inc | 58,894 | $5.42M | 0.08% | −10,714−15.4% | Reduced |
| Louisiana State Employees Retirement System | 58,900 | $5.42M | 0.11% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 59,013 | $5.43M | 3.37% | +3,550+6.4% | Added |
| Zions Bancorporation, National Association | 59,081 | $5.43M | 0.34% | +59,081 | New |
| Baugh & Associates, LLC | 61,486 | $5.45M | 2.76% | −40.0% | Reduced |
| Goelzer Investment Management, Inc. | 59,379 | $5.46M | 0.32% | −1,173−1.9% | Reduced |
| Cornerstone Capital, Inc. | 60,519 | $5.56M | 0.60% | −3,445−5.4% | Reduced |
| Annex Advisory Services, LLC | 60,584 | $5.57M | 0.16% | +57,080+1,629.0% | Added |
| American Trust Investment Advisors, LLC | 60,944 | $5.60M | 2.34% | −355−0.6% | Reduced |
| Shilanski & Associates, Inc. | 61,699 | $5.67M | 1.77% | +433+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 61,821 | $5.68M | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 62,358 | $5.73M | 0.20% | −24,797−28.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 62,624 | $5.76M | 1.45% | +13,437+27.3% | Added |
| Thrivent Financial for Lutherans | 64,230 | $5.84M | 0.01% | −21,336−24.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,706 | $5.86M | 0.48% | −200−0.3% | Reduced |
| Woodstock Corp | 63,724 | $5.86M | 0.58% | +21,901+52.4% | Added |
| Umb Bank N A | 64,018 | $5.89M | 0.10% | −330−0.5% | Reduced |
| Marietta Wealth Management, LLC | 64,111 | $5.90M | 0.87% | +52,469+450.7% | Added |
| Moors & Cabot, Inc. | 64,185 | $5.90M | 0.30% | −271−0.4% | Reduced |
| Canada Pension Plan Investment Board | 64,514 | $5.93M | 0.01% | −1,076,788−94.3% | Reduced |
| Nordea Investment Management AB | 64,286 | $5.95M | 0.01% | +5,405+9.2% | Added |
| Buckhead Capital Management LLC | 64,735 | $5.95M | 1.91% | +1,361+2.1% | Added |
| Vident Advisory, LLC | 65,068 | $5.98M | 0.09% | +2,938+4.7% | Added |
| Community Bank & Trust, Waco, Texas | 65,215 | $6.00M | 1.41% | −1,014−1.5% | Reduced |
| Cary Street Partners Financial LLC | 65,485 | $6.02M | 0.19% | +25,700+64.6% | Added |
| Morgan Dempsey Capital Management LLC | 66,223 | $6.09M | 2.54% | −7,150−9.7% | Reduced |
| National Asset Management, Inc. | 66,478 | $6.11M | 0.19% | −7,837−10.5% | Reduced |
| Hartford Investment Management Co | 66,836 | $6.15M | 0.21% | −931−1.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 67,731 | $6.23M | 1.29% | +49+0.1% | Added |
| Integrated Wealth Concepts LLC | 67,911 | $6.24M | 0.07% | −1,934−2.8% | Reduced |
| Glenmede Trust Co NA | 68,181 | $6.27M | 0.03% | −21,207−23.7% | Reduced |
| Cullen Investment Group, Ltd. | 68,223 | $6.27M | 0.95% | +46,756+217.8% | Added |