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 |
|---|---|---|---|---|---|
| Traveka Wealth, LLC | 2,538 | $233.4K | 0.13% | +2,538 | New |
| Meriwether Wealth & Planning, LLC | 2,542 | $233.7K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,544 | $233.9K | 0.09% | +2+0.1% | Added |
| LMCG Investments, LLC | 2,550 | $234.5K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,558 | $235.2K | 0.03% | +75+3.0% | Added |
| Foster Group, Inc. | 2,565 | $235.9K | 0.01% | +2,565 | New |
| Mayflower Financial Advisors, LLC | 2,566 | $236.0K | 0.04% | +23+0.9% | Added |
| Francis Financial, Inc. | 2,570 | $236.3K | 0.06% | −260−9.2% | Reduced |
| Longboard Asset Management, LP | 2,573 | $236.6K | 0.69% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,573 | $236.6K | 0.10% | +7+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,574 | $236.7K | 0.02% | −19−0.7% | Reduced |
| Traphagen Investment Advisors LLC | 2,576 | $236.8K | 0.02% | +2,576 | New |
| Alteri Wealth LLC | 2,577 | $236.9K | 0.10% | −357−12.2% | Reduced |
| Q3 Asset Management | 2,586 | $237.0K | 0.16% | +2,586 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 2,580 | $237.2K | 0.08% | +100+4.0% | Added |
| Princeton Global Asset Management LLC | 2,585 | $237.7K | 0.05% | −575−18.2% | Reduced |
| Marcum Wealth, LLC | 2,589 | $238.1K | 0.02% | −225−8.0% | Reduced |
| Curran Financial Partners, LLC | 2,591 | $238.3K | 0.06% | −184−6.6% | Reduced |
| Laffer Tengler Investments | 2,600 | $239.1K | 0.05% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,606 | $239.6K | 0.18% | +2,606 | New |
| Wood Tarver Financial Group, LLC | 2,609 | $239.9K | 0.08% | −387−12.9% | Reduced |
| Barlow Wealth Partners, Inc. | 2,653 | $239.9K | 0.03% | +2,653 | New |
| Badgley Phelps Wealth Managers, LLC | 2,611 | $240.1K | 0.01% | +10.0% | Added |
| Colonial River Wealth Management, LLC | 2,612 | $240.2K | 0.13% | −1,138−30.3% | Reduced |
| Nova R Wealth, Inc. | 2,616 | $240.5K | 0.12% | +2+0.1% | Added |
| NBW Capital LLC | 2,617 | $240.6K | 0.05% | +2,617 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $241.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,626 | $241.5K | 0.03% | +113+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 2,634 | $242.2K | 0.01% | +131+5.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,640 | $242.7K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 2,650 | $243.7K | 0.00% | +10.0% | Added |
| Chickasaw Capital Management LLC | 2,652 | $244.0K | 0.01% | 00.0% | Unchanged |
| Unified Investment Management | 2,656 | $244.2K | 0.29% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 2,661 | $244.7K | 0.02% | +2,661 | New |
| Turning Point Benefit Group, Inc. | 2,814 | $245.4K | 0.23% | −1,305−31.7% | Reduced |
| Maripau Wealth Management LLC | 2,670 | $245.5K | 0.14% | −14−0.5% | Reduced |
| Waterford Advisors, LLC | 2,671 | $245.6K | 0.10% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,676 | $246.1K | 0.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,682 | $246.6K | 0.05% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,689 | $247.3K | 0.01% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 2,696 | $247.9K | 0.14% | −205−7.1% | Reduced |
| Oxford Financial Group Ltd | 2,698 | $248.1K | 0.02% | −1,217−31.1% | Reduced |
| Crew Capital Management, Ltd. | 2,698 | $248.1K | 0.20% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $248.1K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,699 | $248.2K | 0.02% | +2,699 | New |
| Callahan Advisors, LLC | 2,700 | $248.3K | 0.02% | +125+4.9% | Added |
| Rodgers & Associates, LTD | 2,705 | $248.7K | 0.03% | +22+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 3,021 | $248.7K | 0.08% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,708 | $249.0K | 0.03% | −24−0.9% | Reduced |
| Legacy Edge Advisors, LLC | 2,714 | $249.6K | 0.04% | −29−1.1% | Reduced |
| Pavion Blue Capital, LLC | 2,715 | $249.6K | 0.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,725 | $250.6K | 0.01% | +20+0.7% | Added |
| 111 Capital | 2,740 | $251.9K | 0.05% | −4,647−62.9% | Reduced |
| NorthStar Asset Management LLC | 2,748 | $252.7K | 0.16% | +2,748 | New |
| 44 Wealth Management LLC | 2,754 | $253.2K | 0.10% | −123−4.3% | Reduced |
| MJP Associates Inc | 2,764 | $254.2K | 0.05% | +159+6.1% | Added |
| Boyar Asset Management Inc. | 2,765 | $254.2K | 0.18% | −600−17.8% | Reduced |
| Westpac Banking Corp | 2,770 | $254.7K | 0.02% | −19,667−87.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,773 | $255.0K | 0.21% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,779 | $255.5K | 0.02% | +2,779 | New |
| Baron Wealth Management LLC | 2,788 | $256.4K | 0.11% | +2,788 | New |
| Peoples Bank | 2,800 | $257.5K | 0.17% | 00.0% | Unchanged |
| Brown Financial Advisory | 2,803 | $257.7K | 0.16% | +316+12.7% | Added |
| LaSalle St. Investment Advisors, LLC | 2,807 | $258.0K | 0.06% | +2,807 | New |
| Finer Wealth Management, Inc. | 2,808 | $258.2K | 0.15% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,812 | $258.6K | 0.11% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,812 | $258.6K | 0.09% | −98−3.4% | Reduced |
| Optimize Financial Inc | 2,816 | $258.9K | 0.10% | +2,816 | New |
| E Fund Management Co., Ltd. | 2,817 | $259.0K | 0.01% | +105+3.9% | Added |
| Sunpointe, LLC | 2,818 | $259.1K | 0.14% | −251−8.2% | Reduced |
| North Star Asset Management Inc | 2,826 | $259.9K | 0.01% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,827 | $260.0K | 0.12% | +118+4.4% | Added |
| Haven Capital Group, Inc. | 2,825 | $260.0K | 0.29% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,828 | $260.0K | 0.00% | −625−18.1% | Reduced |
| Chelsea Counsel Co | 2,855 | $262.5K | 0.14% | +100+3.6% | Added |
| Northwest Bancshares, Inc. | 2,867 | $263.6K | 0.05% | −160−5.3% | Reduced |
| Exchange Capital Management, Inc. | 2,869 | $263.8K | 0.04% | −65−2.2% | Reduced |
| Cannon Wealth Management Services, LLC | 2,864 | $263.8K | 0.24% | −277−8.8% | Reduced |
| Forefront Wealth Management Inc. | 2,872 | $264.0K | 0.24% | −41−1.4% | Reduced |
| N.E.W. Advisory Services LLC | 2,874 | $264.3K | 0.02% | +31+1.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,878 | $264.6K | 0.05% | −5−0.2% | Reduced |
| Ipsen Advisor Group LLC | 2,879 | $264.8K | 0.23% | −62−2.1% | Reduced |
| Councilmark Asset Management, LLC | 2,883 | $265.1K | 0.18% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,885 | $265.2K | 0.01% | +2,885 | New |
| Ledgewood Wealth Advisors, LLC | 2,892 | $265.9K | 0.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,892 | $265.9K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,891 | $266.0K | 0.09% | −451−13.5% | Reduced |
| Onefund, LLC | 2,896 | $266.3K | 0.27% | +10.0% | Added |
| Intellus Advisors LLC | 2,902 | $266.8K | 0.05% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,905 | $267.1K | 0.12% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,906 | $267.2K | 0.00% | +7+0.2% | Added |
| Continuum Advisory, LLC | 2,906 | $267.2K | 0.03% | +1,126+63.3% | Added |
| Saxony Capital Management, LLC | 2,907 | $267.3K | 0.23% | −161−5.2% | Reduced |
| Ironwood Investment Counsel, LLC | 2,918 | $268.4K | 0.05% | +245+9.2% | Added |
| Duncan Williams Asset Management, LLC | 2,924 | $268.9K | 0.10% | +46+1.6% | Added |
| Harvey Investment Co LLC | 2,926 | $269.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,930 | $269.4K | 0.02% | +1,667+132.0% | Added |
| Glass Wealth Management Co LLC | 2,940 | $270.3K | 0.16% | −625−17.5% | Reduced |
| Strategic Advisors LLC | 2,943 | $270.6K | 0.05% | −1,573−34.8% | Reduced |
| Beck Mack & Oliver LLC | 2,950 | $271.3K | 0.01% | −500−14.5% | Reduced |