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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 264 | $24.3K | 0.01% | +84+46.7% | Added |
| Clark Wealth Partners | 265 | $24.4K | 0.02% | +57+27.4% | Added |
| Key Financial Inc | 269 | $24.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 270 | $24.8K | 0.01% | +216+400.0% | Added |
| Tidemark, LLC | 272 | $25.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $26.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $27.6K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 305 | $27.8K | 0.00% | +305 | New |
| Pflug Koory, LLC | 306 | $28.1K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 310 | $28.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 312 | $28.7K | 0.01% | +93+42.5% | Added |
| Morton Brown Family Wealth, LLC | 314 | $28.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 316 | $29.0K | 0.02% | +3+1.0% | Added |
| YANKCOM Partnership | 319 | $29.3K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 320 | $29.4K | 0.01% | +19+6.3% | Added |
| NVWM, LLC | 327 | $30.1K | 0.01% | +10+3.2% | Added |
| Evermay Wealth Management LLC | 340 | $31.2K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 340 | $31.2K | 0.01% | −220−39.3% | Reduced |
| High Note Wealth, LLC | 343 | $31.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,832 | $31.7K | 0.00% | +262+16.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 345 | $31.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 346 | $31.9K | 0.02% | +2+0.6% | Added |
| Centerpoint Advisors, LLC | 346 | $32.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 350 | $32.2K | 0.00% | −25−6.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 350 | $32.2K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $32.2K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 350 | $32.2K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 360 | $33.0K | 0.01% | +360 | New |
| Safe Harbor Fiduciary, LLC | 371 | $34.1K | 0.04% | +1+0.3% | Added |
| CBIZ Investment Advisory Services, LLC | 383 | $35.2K | 0.00% | +96+33.4% | Added |
| Accredited Wealth Management, LLC | 390 | $35.9K | 0.03% | +390 | New |
| Binnacle Investments Inc | 395 | $36.3K | 0.03% | +395 | New |
| First Community Trust NA | 400 | $36.8K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 403 | $37.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 405 | $37.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 407 | $37.4K | 0.01% | +7+1.8% | Added |
| Perritt Capital Management Inc | 418 | $38.5K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 422 | $38.8K | 0.02% | +1+0.2% | Added |
| Rossby Financial, LCC | 435 | $39.3K | 0.02% | +435 | New |
| Saudi Central Bank | 431 | $39.6K | 0.21% | +431 | New |
| JNBA Financial Advisors | 437 | $40.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 448 | $41.2K | 0.02% | −868−66.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 448 | $41.2K | 0.04% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $41.4K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 450 | $41.4K | 0.02% | +1+0.2% | Added |
| Sierra Ocean, LLC | 470 | $43.2K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 473 | $43.5K | 0.01% | +7+1.5% | Added |
| Stuart Chaussee & Associates, Inc. | 485 | $44.6K | 0.01% | −103−17.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $46.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 502 | $46.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 507 | $46.6K | 0.01% | −255−33.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 508 | $46.7K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 569 | $46.8K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 534 | $49.1K | 0.06% | +534 | New |
| JFS Wealth Advisors, LLC | 534 | $49.1K | 0.00% | +7+1.3% | Added |
| Moser Wealth Advisors, LLC | 537 | $49.4K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 542 | $49.8K | 0.02% | +542 | New |
| Fourth Dimension Wealth, LLC | 543 | $49.9K | 0.02% | +393+262.0% | Added |
| Capital Analysts, LLC | 556 | $51.0K | 0.00% | −444−44.4% | Reduced |
| Kennebec Savings Bank | 557 | $51.2K | 0.05% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 566 | $52.0K | 0.03% | +566 | New |
| SOA Wealth Advisors, LLC. | 582 | $53.6K | 0.01% | +2+0.3% | Added |
| Missouri Trust & Investment Co | 585 | $53.8K | 0.02% | −86−12.8% | Reduced |
| West Branch Capital LLC | 616 | $56.6K | 0.02% | +115+23.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 617 | $56.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 619 | $56.9K | 0.03% | −125−16.8% | Reduced |
| Sachetta, LLC | 621 | $57.1K | 0.02% | −4−0.6% | Reduced |
| HighMark Wealth Management LLC | 622 | $57.2K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $58.1K | 0.03% | −400−38.8% | Reduced |
| Piscataqua Savings Bank | 640 | $58.8K | 0.05% | 00.0% | Unchanged |
| S&T Bank | 648 | $59.6K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 653 | $60.0K | 0.02% | +6+0.9% | Added |
| Global Trust Asset Management, LLC | 663 | $61.0K | 0.04% | −100−13.1% | Reduced |
| North Capital, Inc. | 690 | $63.4K | 0.06% | +690 | New |
| Canton Hathaway, LLC | 705 | $65.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 714 | $65.7K | 0.06% | −67−8.6% | Reduced |
| Olistico Wealth, LLC | 722 | $66.4K | 0.04% | −914−55.9% | Reduced |
| Richardson Financial Services Inc. | 739 | $68.0K | 0.05% | −3−0.4% | Reduced |
| Covestor Ltd | 747 | $68.0K | 0.05% | +148+24.7% | Added |
| Atticus Wealth Management, LLC | 750 | $69.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 754 | $69.3K | 0.01% | −2,064−73.2% | Reduced |
| Addison Advisors LLC | 768 | $70.6K | 0.02% | −13−1.7% | Reduced |
| Webster Bank, N. A. | 776 | $71.4K | 0.01% | −686−46.9% | Reduced |
| Flagship Wealth Advisors, LLC | 800 | $73.6K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 831 | $75.7K | 0.02% | +7+0.8% | Added |
| Roxbury Financial LLC | 858 | $77.0K | 0.08% | −315−26.9% | Reduced |
| GW&K Investment Management, LLC | 847 | $78.0K | 0.00% | +350+70.4% | Added |
| Hazlett, Burt & Watson, Inc. | 865 | $79.0K | 0.04% | −168−16.3% | Reduced |
| Plato Investment Management Ltd | 876 | $81.4K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 888 | $81.6K | 0.07% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 898 | $82.6K | 0.03% | −138−13.3% | Reduced |
| Acadian Asset Management LLC | 909 | $83.0K | 0.00% | −3,136−77.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 914 | $84.0K | 0.16% | +746+444.0% | Added |
| TruNorth Capital Management, LLC | 934 | $85.9K | 0.02% | +389+71.4% | Added |
| Hemington Wealth Management | 938 | $86.0K | 0.01% | +25+2.7% | Added |
| Hopwood Financial Services, Inc. | 950 | $87.4K | 0.07% | −380−28.6% | Reduced |
| American Capital Advisory, LLC | 959 | $88.2K | 0.05% | +9+0.9% | Added |