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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 68,644 | $6.31M | 0.03% | +61,194+821.4% | Added |
| Telos Capital Management, Inc. | 69,103 | $6.35M | 0.69% | +1,048+1.5% | Added |
| Simmons Bank | 69,116 | $6.36M | 0.48% | −734−1.1% | Reduced |
| Carson Advisory Inc. | 69,410 | $6.38M | 4.30% | +40.0% | Added |
| Kestra Private Wealth Services, LLC | 69,476 | $6.39M | 0.11% | +6,724+10.7% | Added |
| Capital Investment Counsel, LLC | 70,228 | $6.46M | 1.07% | −2,224−3.1% | Reduced |
| South Dakota Investment Council | 70,240 | $6.46M | 0.13% | −243−0.3% | Reduced |
| Pacer Advisors, Inc. | 71,007 | $6.53M | 0.02% | −39,551−35.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 71,086 | $6.54M | 1.30% | −1,311−1.8% | Reduced |
| City Holding Co | 71,836 | $6.61M | 0.93% | +2,408+3.5% | Added |
| Merit Financial Group, LLC | 71,910 | $6.61M | 0.10% | +11,378+18.8% | Added |
| BFSG, LLC | 72,144 | $6.63M | 0.81% | −477−0.7% | Reduced |
| Equitable Holdings, Inc. | 72,429 | $6.66M | 0.06% | +8,345+13.0% | Added |
| Nicholas Hoffman & Company, LLC. | 72,903 | $6.70M | 0.25% | +40,209+123.0% | Added |
| D.A. Davidson & Co. | 73,144 | $6.73M | 0.05% | +2,337+3.3% | Added |
| Carret Asset Management, LLC | 73,224 | $6.73M | 0.76% | −500−0.7% | Reduced |
| Apollon Wealth Management, LLC | 73,379 | $6.75M | 0.15% | +484+0.7% | Added |
| Naples Global Advisors, LLC | 73,972 | $6.80M | 0.65% | +103+0.1% | Added |
| Coldstream Capital Management Inc | 74,270 | $6.83M | 0.15% | +271+0.4% | Added |
| Coston, McIsaac & Partners | 74,527 | $6.85M | 2.00% | +141+0.2% | Added |
| Kentucky Retirement Systems | 74,789 | $6.88M | 0.21% | −350−0.5% | Reduced |
| Anchor Investment Management, LLC | 74,983 | $6.89M | 0.64% | −1,338−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 75,353 | $6.93M | 0.17% | +9,619+14.6% | Added |
| TD Waterhouse Canada Inc. | 91,920 | $6.94M | 0.06% | +13,223+16.8% | Added |
| UniSuper Management Pty Ltd | 75,559 | $6.95M | 0.05% | +2,807+3.9% | Added |
| Americana Partners, LLC | 75,649 | $6.96M | 0.27% | +1,165+1.6% | Added |
| Old Point Trust & Financial Services N A | 75,723 | $6.96M | 2.44% | −1,280−1.7% | Reduced |
| MainStreet Investment Advisors LLC | 76,088 | $7.00M | 1.02% | −2,956−3.7% | Reduced |
| Railway Pension Investments Ltd | 76,200 | $7.01M | 0.10% | +18,500+32.1% | Added |
| Prospera Financial Services Inc | 77,674 | $7.14M | 0.16% | −5,832−7.0% | Reduced |
| Guggenheim Capital LLC | 77,998 | $7.17M | 0.07% | −19,193−19.7% | Reduced |
| Janus Henderson Group PLC | 79,001 | $7.20M | 0.00% | −52,813−40.1% | Reduced |
| Trustmark National Bank Trust Department | 78,401 | $7.21M | 0.53% | −1,892−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 80,483 | $7.23M | 0.58% | +2,990+3.9% | Added |
| Panagora Asset Management Inc | 78,694 | $7.24M | 0.04% | +21,795+38.3% | Added |
| United Capital Financial Advisers, LLC | 79,241 | $7.29M | 0.06% | −613−0.8% | Reduced |
| GLOBALT Investments LLC | 79,735 | $7.33M | 0.30% | +225+0.3% | Added |
| Massmutual Trust Co FSB | 79,944 | $7.35M | 0.21% | −4,105−4.9% | Reduced |
| Summit Financial, LLC | 80,214 | $7.38M | 0.21% | +22,546+39.1% | Added |
| Aull & Monroe Investment Management Corp | 80,363 | $7.39M | 3.68% | +694+0.9% | Added |
| Neuberger Berman Group LLC | 80,521 | $7.40M | 0.01% | +593+0.7% | Added |
| Parkside Investments, LLC | 81,333 | $7.48M | 1.10% | +19,578+31.7% | Added |
| Spirepoint Private Client, LLC | 81,952 | $7.54M | 0.98% | +9,409+13.0% | Added |
| NEOS Investment Management LLC | 82,008 | $7.54M | 0.14% | +15,008+22.4% | Added |
| Sky Investment Group LLC | 82,324 | $7.57M | 1.40% | +575+0.7% | Added |
| Central Trust Co | 82,909 | $7.62M | 0.19% | −427−0.5% | Reduced |
| Susquehanna International Group, LLP | 82,987 | $7.63M | 0.01% | −335,037−80.1% | Reduced |
| Albion Financial Group | 83,044 | $7.64M | 0.54% | +4,734+6.0% | Added |
| GF Fund Management Co. Ltd. | 83,355 | $7.66M | 0.18% | +3,884+4.9% | Added |
| J.W. Cole Advisors, Inc. | 83,492 | $7.68M | 0.24% | +52,890+172.8% | Added |
| First PREMIER Bank | 84,371 | $7.76M | 1.97% | −1,316−1.5% | Reduced |
| KBC Group NV | 84,442 | $7.76M | 0.02% | −2,324−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 84,649 | $7.78M | 0.07% | +3,673+4.5% | Added |
| Lido Advisors, LLC | 84,942 | $7.81M | 0.05% | +6,803+8.7% | Added |
| Sequoia Financial Advisors, LLC | 84,943 | $7.81M | 0.06% | +19,761+30.3% | Added |
| Lifeworks Advisors, LLC | 85,279 | $7.84M | 1.30% | +20,953+32.6% | Added |
| Chronos Wealth Management, LLC | 85,740 | $7.88M | 4.23% | +304+0.4% | Added |
| Thomasville National Bank | 85,762 | $7.89M | 0.58% | −1,462−1.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 86,424 | $7.95M | 0.73% | −385−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 86,588 | $7.96M | 0.09% | −20.0% | Reduced |
| Mizuho Securities USA LLC | 87,731 | $8.07M | 0.17% | −16,115−15.5% | Reduced |
| Tower Research Capital LLC (TRC) | 88,060 | $8.10M | 0.24% | +18,074+25.8% | Added |
| Core Alternative Capital | 88,214 | $8.11M | 1.95% | −18,090−17.0% | Reduced |
| Windle Wealth, LLC | 88,894 | $8.17M | 4.21% | +593+0.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 89,530 | $8.23M | 0.44% | +3,906+4.6% | Added |
| Dynamic Advisor Solutions LLC | 90,063 | $8.28M | 0.27% | +90,063 | New |
| Cornerstone Wealth Group, LLC | 90,635 | $8.33M | 0.69% | −5,433−5.7% | Reduced |
| Hantz Financial Services, Inc. | 90,644 | $8.34M | 0.15% | −2,513−2.7% | Reduced |
| Verition Fund Management LLC | 90,812 | $8.35M | 0.05% | −84,613−48.2% | Reduced |
| Advocate Group LLC | 91,021 | $8.37M | 1.53% | −1,986−2.1% | Reduced |
| Balyasny Asset Management LLC | 91,148 | $8.38M | 0.02% | +91,148 | New |
| CIBC World Markets Inc. | 91,336 | $8.40M | 0.02% | −61,403−40.2% | Reduced |
| Ronald Blue Trust, Inc. | 91,633 | $8.43M | 0.11% | −3,362−3.5% | Reduced |
| Voleon Capital Management LP | 91,806 | $8.44M | 0.66% | +23,677+34.8% | Added |
| Sound View Wealth Advisors Group, LLC | 92,134 | $8.47M | 0.70% | −1,899−2.0% | Reduced |
| Metis Global Partners, LLC | 92,529 | $8.51M | 0.24% | +10,538+12.9% | Added |
| AustralianSuper Pty Ltd | 92,552 | $8.51M | 0.05% | −16,578−15.2% | Reduced |
| Woodline Partners LP | 92,569 | $8.51M | 0.06% | +26,769+40.7% | Added |
| CWM, LLC | 93,165 | $8.57M | 0.03% | −92,555−49.8% | Reduced |
| Davenport & Co LLC | 93,454 | $8.59M | 0.05% | +3,194+3.5% | Added |
| Oregon Public Employees Retirement Fund | 94,170 | $8.66M | 0.17% | +260+0.3% | Added |
| Visionary Wealth Advisors | 96,220 | $8.85M | 0.53% | −2,512−2.5% | Reduced |
| Fiduciary Group LLC | 96,952 | $8.91M | 0.89% | −2,515−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 97,032 | $8.92M | 0.10% | −48,776−33.5% | Reduced |
| StoneX Group Inc. | 97,626 | $8.98M | 0.49% | +860+0.9% | Added |
| Am Investment Strategies LLC | 97,780 | $8.99M | 2.18% | +8,339+9.3% | Added |
| Associated Banc-Corp | 97,976 | $9.01M | 0.27% | −53−0.1% | Reduced |
| Rafferty Asset Management, LLC | 98,600 | $9.07M | 0.04% | −24,411−19.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 98,800 | $9.08M | 1.28% | +2,255+2.3% | Added |
| Avantax Advisory Services, Inc. | 99,123 | $9.11M | 0.06% | +1,134+1.2% | Added |
| Rakuten Investment Management, Inc. | 100,147 | $9.13M | 0.04% | +100,147 | New |
| Advisors Management Group Inc | 99,310 | $9.13M | 1.99% | −367−0.4% | Reduced |
| IFG Advisory, LLC | 100,222 | $9.22M | 0.51% | +862+0.9% | Added |
| Rothschild Investment LLC | 100,994 | $9.29M | 0.62% | +2,614+2.7% | Added |
| Blair William & Co | 101,801 | $9.36M | 0.03% | −1,426−1.4% | Reduced |
| Keel Point, LLC | 101,852 | $9.37M | 0.73% | +6,153+6.4% | Added |
| Kovitz Investment Group Partners, LLC | 102,115 | $9.39M | 0.05% | +2,962+3.0% | Added |
| Azimuth Capital Investment Management LLC | 102,538 | $9.43M | 0.38% | +2,123+2.1% | Added |
| Atria Wealth Solutions, Inc. | 103,579 | $9.52M | 0.11% | −9,759−8.6% | Reduced |
| Principle Wealth Partners LLC | 104,922 | $9.65M | 0.69% | +2,015+2.0% | Added |