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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 2,235 | $205.5K | 0.11% | +2,235 | New |
| Sanders Morris Harris LLC | 2,240 | $206.0K | 0.03% | +2,240 | New |
| Titleist Asset Management, LLC | 2,242 | $206.1K | 0.02% | +2,242 | New |
| AGH Wealth Advisors, LLC | 2,245 | $206.4K | 0.20% | +2,245 | New |
| Eisler Capital Management Ltd. | 2,247 | $206.5K | 0.01% | −35,361−94.0% | Reduced |
| Northeast Investment Management | 2,247 | $206.6K | 0.01% | +2,247 | New |
| Emprise Bank | 2,248 | $206.7K | 0.11% | +2,248 | New |
| Alaethes Wealth LLC | 2,250 | $206.9K | 0.08% | +2,250 | New |
| BXM Wealth LLC | 2,250 | $206.9K | 0.25% | +2,250 | New |
| Stonebridge Financial Planning Group, LLC | 2,260 | $207.8K | 0.09% | +2,260 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,267 | $208.2K | 0.02% | −9,376−80.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,270 | $208.4K | 0.08% | +2,270 | New |
| Hardin Capital Partners, LLC | 2,271 | $208.8K | 0.13% | +2,271 | New |
| Roberts Wealth Advisors, LLC | 2,271 | $208.8K | 0.06% | +2,271 | New |
| Engineers Gate Manager LP | 2,275 | $209.2K | 0.00% | −5,761−71.7% | Reduced |
| Crowley Wealth Management, Inc. | 2,280 | $209.6K | 0.20% | −200−8.1% | Reduced |
| Headinvest, LLC | 2,284 | $210.0K | 0.04% | +2,284 | New |
| Patrick M Sweeney & Associates, Inc | 2,293 | $210.9K | 0.16% | +2,293 | New |
| Tiemann Investment Advisors, LLC | 2,295 | $211.0K | 0.10% | +2,295 | New |
| Alamar Capital Management, LLC | 2,298 | $211.3K | 0.13% | +2,298 | New |
| ORG Partners LLC | 2,302 | $211.4K | 0.05% | +152+7.1% | Added |
| AllGen Financial Advisors, Inc. | 2,300 | $211.5K | 0.06% | +2,300 | New |
| Sage Private Wealth Group, LLC | 2,305 | $211.9K | 0.16% | +2,305 | New |
| Accel Wealth Management | 2,307 | $212.1K | 0.08% | +2,307 | New |
| Parthenon LLC | 2,307 | $212.1K | 0.03% | +2,307 | New |
| Phillips Wealth Planners LLC | 2,361 | $212.1K | 0.22% | +2,361 | New |
| Braun-Bostich & Associates Inc. | 2,310 | $212.4K | 0.16% | +2,310 | New |
| Noesis Capital Mangement Corp | 2,311 | $212.5K | 0.04% | +2,311 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,312 | $212.6K | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,315 | $213.0K | 0.01% | +400+20.9% | Added |
| Muirfield Wealth Advisors LLC | 2,320 | $213.3K | 0.18% | +2,320 | New |
| Accredited Investors Inc. | 2,326 | $213.9K | 0.01% | +2,326 | New |
| Sonata Capital Group Inc | 2,325 | $214.0K | 0.09% | +2,325 | New |
| Frederick Financial Consultants, LLC | 2,329 | $214.1K | 0.15% | +2,329 | New |
| CVA Family Office, LLC | 2,336 | $214.8K | 0.03% | +212+10.0% | Added |
| Greenfield Seitz Capital Management, LLC | 2,339 | $215.1K | 0.08% | +2,339 | New |
| BankPlus Wealth Management LLC | 2,352 | $216.3K | 0.16% | +2,352 | New |
| William B. Walkup & Associates, Inc. | 2,358 | $216.8K | 0.13% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,362 | $217.2K | 0.02% | +569+31.7% | Added |
| RMB Capital Management, LLC | 2,365 | $217.5K | 0.01% | +2,365 | New |
| Bank of Stockton | 2,370 | $217.9K | 0.07% | +2,370 | New |
| MPS Loria Financial Planners, LLC | 2,374 | $218.3K | 0.06% | +2,374 | New |
| Wealth Architects, LLC | 2,379 | $218.7K | 0.02% | +2,379 | New |
| Partners in Financial Planning | 2,386 | $219.4K | 0.04% | +2,386 | New |
| Oak Family Advisors, LLC | 2,388 | $219.6K | 0.09% | +2,388 | New |
| Essex Investment Management Co LLC | 2,391 | $219.9K | 0.05% | −9−0.4% | Reduced |
| CFO4Life Group, LLC | 2,392 | $220.0K | 0.04% | +2,392 | New |
| Wrapmanager Inc | 2,393 | $220.0K | 0.06% | +2,393 | New |
| Atlanta Consulting Group Advisors, LLC | 2,395 | $220.2K | 0.06% | −263−9.9% | Reduced |
| Hilton Capital Management, LLC | 2,400 | $220.7K | 0.02% | +2,400 | New |
| Idaho Trust Bank | 2,400 | $220.7K | 0.09% | +2,400 | New |
| Catalyst Funds Management Pty Ltd | 2,400 | $220.7K | 0.06% | +2,400 | New |
| R.H. Investment Group, LLC | 2,400 | $220.7K | 0.21% | +2,400 | New |
| Harvest Fund Management Co., Ltd | 2,399 | $221.0K | 0.01% | +120+5.3% | Added |
| Forbes Financial Planning, Inc. | 2,404 | $221.0K | 0.16% | +2,404 | New |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $221.1K | 0.06% | +2,405 | New |
| Floyd Financial Group LLC | 2,407 | $221.3K | 0.20% | +2,407 | New |
| Live Oak Investment Partners | 2,422 | $222.7K | 0.18% | – | – |
| Axecap Investments, LLC | 2,426 | $223.1K | 0.19% | +2,426 | New |
| Old Mission Investment Co LLC | 2,428 | $223.3K | 0.07% | +2,428 | New |
| Founders Financial Alliance, LLC | 2,431 | $223.5K | 0.05% | +2,431 | New |
| LexAurum Advisors, LLC | 2,431 | $223.6K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,436 | $224.0K | 0.03% | +2,436 | New |
| waypoint wealth counsel | 2,438 | $224.1K | 0.14% | +3+0.1% | Added |
| Liberty Capital Management, Inc. | 2,442 | $224.5K | 0.05% | +12+0.5% | Added |
| Aldebaran Financial Inc. | 2,450 | $225.3K | 0.28% | +2,450 | New |
| Fiduciary Planning LLC | 2,453 | $225.6K | 0.07% | +2,453 | New |
| Tompkins Financial Corp | 2,455 | $225.7K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,460 | $226.2K | 0.04% | +2,460 | New |
| WealthShield Partners, LLC | 2,460 | $226.2K | 0.03% | +2,460 | New |
| First Financial Bank - Trust Division | 2,464 | $226.6K | 0.02% | −352−12.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 2,464 | $226.6K | 0.08% | 00.0% | Unchanged |
| Outfitter Financial LLC | 2,465 | $226.7K | 0.20% | +2,465 | New |
| Whalen Wealth Management Inc. | 2,465 | $226.7K | 0.15% | −116−4.5% | Reduced |
| Delta Investment Management, LLC | 2,466 | $226.7K | 0.05% | +10.0% | Added |
| Santori & Peters | 2,467 | $226.9K | 0.09% | +18+0.7% | Added |
| Jacobsen Capital Management | 2,468 | $226.9K | 0.10% | +11+0.4% | Added |
| Forbes J M & Co LLP | 2,472 | $227.3K | 0.02% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 2,496 | $227.5K | 0.10% | −56−2.2% | Reduced |
| Seven Springs Wealth Group, LLC | 2,474 | $227.5K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,480 | $228.0K | 0.13% | +242+10.8% | Added |
| Cornerstone Planning Group LLC | 2,502 | $228.0K | 0.05% | +264+11.8% | Added |
| Opinicus Capital, Inc. | 2,481 | $228.2K | 0.20% | −221−8.2% | Reduced |
| Tucker Asset Management LLC | 2,483 | $228.3K | 0.07% | −224−8.3% | Reduced |
| Kingdom Financial Group LLC. | 2,485 | $228.5K | 0.17% | −1,208−32.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 2,486 | $228.6K | 0.10% | −200−7.4% | Reduced |
| Advance Capital Management, Inc. | 2,489 | $228.9K | 0.01% | −16−0.6% | Reduced |
| Abacus Planning Group, Inc. | 2,498 | $229.7K | 0.04% | +2,498 | New |
| Fayez Sarofim & Co | 2,500 | $229.9K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $229.9K | 0.15% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $229.9K | 0.18% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,501 | $230.0K | 0.11% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,501 | $230.0K | 0.06% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,502 | $230.0K | 0.03% | +16+0.6% | Added |
| Tobam | 2,507 | $231.0K | 0.10% | −1,706−40.5% | Reduced |
| Versant Capital Management, Inc | 2,522 | $231.9K | 0.04% | +1,260+99.8% | Added |
| Catalytic Wealth RIA, LLC | 2,528 | $232.4K | 0.04% | +2,528 | New |
| Madrona Financial Services, LLC | 2,529 | $232.5K | 0.06% | −11−0.4% | Reduced |
| Holos Integrated Wealth LLC | 2,530 | $232.6K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 2,558 | $233.3K | 0.16% | −73−2.8% | Reduced |