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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 966 | $88.8K | 0.02% | +340+54.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 985 | $90.6K | 0.07% | +196+24.8% | Added |
| Leonteq Securities AG | 992 | $91.2K | 0.01% | +219+28.3% | Added |
| DAGCO, Inc. | 1,000 | $92.0K | 0.03% | +1,000 | New |
| LRI Investments, LLC | 1,004 | $92.3K | 0.01% | +69+7.4% | Added |
| Redwood Park Advisors LLC | 1,020 | $93.8K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 1,175 | $96.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,056 | $97.5K | 0.05% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,068 | $98.2K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,069 | $98.3K | 0.05% | −35−3.2% | Reduced |
| IAG Wealth Partners, LLC | 1,074 | $98.7K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $100.9K | 0.02% | +1,097 | New |
| Valley National Advisers Inc | 1,128 | $102.0K | 0.02% | +694+159.9% | Added |
| Quest 10 Wealth Builders, Inc. | 1,132 | $104.1K | 0.11% | +8+0.7% | Added |
| Hughes Financial Services, LLC | 1,140 | $104.7K | 0.02% | +1,140 | New |
| Fortitude Family Office, LLC | 1,140 | $104.8K | 0.04% | −2,468−68.4% | Reduced |
| TD Capital Management LLC | 1,146 | $105.4K | 0.01% | +5+0.4% | Added |
| Bruce G. Allen Investments, LLC | 1,152 | $105.9K | 0.08% | −2−0.2% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,184 | $108.9K | 0.01% | −32−2.6% | Reduced |
| Whittier Trust Co | 1,191 | $109.5K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,197 | $110.1K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $110.3K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,207 | $111.0K | 0.02% | +1,207 | New |
| Capula Management Ltd | 1,241 | $114.1K | 0.00% | −4,833−79.6% | Reduced |
| Cutler Capital Management, LLC | 1,258 | $115.7K | 0.04% | +1,258 | New |
| Teachers Insurance & Annuity Association of America | 1,264 | $116.2K | 0.15% | +1,264 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $116.8K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $117.1K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,299 | $119.5K | 0.02% | +76+6.2% | Added |
| Puff Wealth Management, LLC | 1,301 | $119.6K | 0.21% | +1,301 | New |
| Smallwood Wealth Investment Management, LLC | 1,310 | $120.5K | 0.08% | +1,310 | New |
| Ruedi Wealth Management, Inc. | 1,329 | $122.2K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,347 | $123.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,357 | $124.8K | 0.08% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,369 | $125.9K | 0.05% | +1,369 | New |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $133.3K | 0.07% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,451 | $133.4K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,479 | $136.0K | 0.02% | +13+0.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,479 | $136.0K | 0.02% | +186+14.4% | Added |
| Barrett & Company, Inc. | 1,486 | $136.6K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $137.9K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,550 | $142.5K | 0.02% | −100−6.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,558 | $143.3K | 0.07% | −60−3.7% | Reduced |
| Toth Financial Advisory Corp | 1,576 | $145.0K | 0.02% | −97−5.8% | Reduced |
| S.A. Mason LLC | 1,588 | $146.0K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,658 | $152.4K | 0.01% | +97+6.2% | Added |
| MV Capital Management, Inc. | 1,666 | $153.2K | 0.02% | +25+1.5% | Added |
| Medallion Wealth Advisors, LLC | 1,703 | $156.6K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $158.8K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,733 | $159.3K | 0.02% | +56+3.3% | Added |
| Harbor Investment Advisory, LLC | 1,747 | $160.6K | 0.02% | −80−4.4% | Reduced |
| Proathlete Wealth Management LLC | 1,763 | $162.2K | 0.06% | +1,763 | New |
| Acropolis Investment Management, LLC | 1,769 | $162.7K | 0.01% | +222+14.4% | Added |
| Anderson Financial Strategies, LLC | 1,795 | $165.1K | 0.10% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,839 | $169.0K | 0.07% | −515−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,850 | $170.0K | 0.02% | +748+67.9% | Added |
| MCF Advisors LLC | 1,854 | $170.5K | 0.01% | −37−2.0% | Reduced |
| Ransom Advisory, Ltd | 1,866 | $171.6K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 1,867 | $171.7K | 0.17% | −22−1.2% | Reduced |
| Raiffeisen Bank International AG | 1,906 | $173.2K | 0.00% | −175−8.4% | Reduced |
| Gen-Wealth Partners Inc | 1,915 | $176.1K | 0.07% | −271−12.4% | Reduced |
| Clear Investment Research, LLC | 1,917 | $176.3K | 0.24% | −14−0.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,922 | $176.7K | 0.10% | −10−0.5% | Reduced |
| Tower Trust & Investment Co | 2,006 | $184.3K | 0.15% | +2,006 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,032 | $186.9K | 0.07% | +15+0.7% | Added |
| Old Second National Bank of Aurora | 2,036 | $187.2K | 0.04% | −744−26.8% | Reduced |
| Indiana Trust & Investment Management CO | 2,060 | $189.4K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,075 | $190.8K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,089 | $192.1K | 0.13% | −170−7.5% | Reduced |
| American National Bank | 2,095 | $192.6K | 0.02% | +627+42.7% | Added |
| Legacy Bridge, LLC | 2,095 | $192.6K | 0.11% | −56−2.6% | Reduced |
| Catalyst Capital Advisors LLC | 2,106 | $193.6K | 0.00% | +292+16.1% | Added |
| TFC Financial Management | 2,108 | $193.8K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,130 | $195.9K | 0.05% | −276−11.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $198.2K | 0.02% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 2,177 | $200.2K | 0.13% | +2,177 | New |
| Coastal Investment Advisors, Inc. | 2,179 | $200.4K | 0.09% | +2,179 | New |
| Copia Wealth Management | 2,181 | $200.5K | 0.19% | +1,631+296.5% | Added |
| Commonwealth Financial Services, LLC | 2,181 | $200.5K | 0.04% | +2,181 | New |
| Founders Financial Securities LLC | 2,214 | $200.9K | 0.02% | +2,214 | New |
| ACT Advisors, LLC. | 2,186 | $201.0K | 0.11% | +2,186 | New |
| Altman Advisors, Inc. | 2,200 | $202.2K | 0.09% | +2,200 | New |
| Tudor Financial Inc. | 2,199 | $202.2K | 0.12% | +2,199 | New |
| Camelot Portfolios, LLC | 2,200 | $202.3K | 0.13% | +2,200 | New |
| Summit Financial Strategies, Inc. | 2,200 | $202.3K | 0.02% | +2,200 | New |
| Covenant Asset Management, LLC | 2,200 | $202.3K | 0.05% | +2,200 | New |
| Manchester Capital Management LLC | 2,200 | $202.3K | 0.02% | +377+20.7% | Added |
| DT Investment Partners, LLC | 2,201 | $202.4K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,202 | $202.5K | 0.08% | +2,202 | New |
| Interactive Financial Advisors | 2,208 | $203.0K | 0.11% | +2,208 | New |
| Rathbone Brothers plc | 2,210 | $203.2K | 0.00% | +2,210 | New |
| Mason & Associates Inc | 2,211 | $203.3K | 0.05% | +2,211 | New |
| Hardy Reed LLC | 2,212 | $203.4K | 0.02% | +2,212 | New |
| MBA Advisors LLC | 2,213 | $203.5K | 0.10% | +2,213 | New |
| JBR Co Financial Management Inc | 2,215 | $203.7K | 0.12% | +2,215 | New |
| Fiduciary Wealth Partners, LLC | 2,218 | $203.9K | 0.18% | +2,218 | New |
| Kathmere Capital Management, LLC | 2,218 | $203.9K | 0.02% | +2,218 | New |
| Parkside Advisors LLC | 2,228 | $204.8K | 0.05% | +2,228 | New |
| Verus Capital Partners, LLC | 2,231 | $205.2K | 0.02% | −214−8.8% | Reduced |