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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 2,950 | $271.3K | 0.11% | −244−7.6% | Reduced |
| Soltis Investment Advisors LLC | 2,955 | $271.7K | 0.02% | −346−10.5% | Reduced |
| Athena Investment Management | 2,958 | $272.0K | 0.16% | −165−5.3% | Reduced |
| Peak Retirement Planning, Inc. | 2,958 | $272.0K | 0.15% | +2,958 | New |
| Berry Wealth Group, LP | 2,966 | $272.7K | 0.21% | +13+0.4% | Added |
| Luts & Greenleigh Group, Inc | 2,976 | $273.6K | 0.27% | +3+0.1% | Added |
| Vermillion Wealth Management, Inc. | 2,979 | $273.9K | 0.08% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 2,982 | $274.2K | 0.12% | −147−4.7% | Reduced |
| Gerber, LLC | 2,984 | $274.3K | 0.23% | −61−2.0% | Reduced |
| First Financial Bankshares Inc | 2,993 | $275.2K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 3,040 | $275.7K | 0.03% | +164+5.7% | Added |
| CRA Financial Services, LLC | 2,999 | $275.8K | 0.05% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 3,000 | $275.8K | 0.22% | −133−4.2% | Reduced |
| Anchor Capital Advisors LLC | 3,000 | $275.9K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $275.9K | 0.19% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,000 | $275.9K | 0.26% | +3,000 | New |
| KKM Financial LLC | 3,001 | $275.9K | 0.12% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,002 | $276.0K | 0.14% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,008 | $277.0K | 0.11% | +19+0.6% | Added |
| Gryphon Financial Partners LLC | 3,017 | $277.4K | 0.04% | +147+5.1% | Added |
| Searcy Financial Services Inc | 3,018 | $277.5K | 0.12% | −162−5.1% | Reduced |
| Davis R M Inc | 3,024 | $278.0K | 0.01% | +18+0.6% | Added |
| Joel Isaacson & Co., LLC | 3,028 | $278.4K | 0.01% | +78+2.6% | Added |
| Ironsides Asset Advisors, LLC | 3,030 | $278.6K | 0.08% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,031 | $278.7K | 0.13% | +3,031 | New |
| Prospect Financial Services LLC | 3,049 | $280.4K | 0.16% | +49+1.6% | Added |
| Argus Investors' Counsel, Inc. | 3,049 | $280.4K | 0.21% | −7−0.2% | Reduced |
| Barnett & Company, Inc. | 3,058 | $281.2K | 0.24% | −10.0% | Reduced |
| Peak Asset Management, LLC | 3,060 | $281.4K | 0.05% | −810−20.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,068 | $282.1K | 0.07% | +221+7.8% | Added |
| Warwick Investment Management, Inc. | 3,073 | $282.6K | 0.06% | +232+8.2% | Added |
| VeraBank, N.A. | 3,077 | $282.9K | 0.08% | −197−6.0% | Reduced |
| Sapient Capital LLC | 3,090 | $284.1K | 0.01% | +7+0.2% | Added |
| Brendel Financial Advisors LLC | 3,100 | $285.0K | 0.17% | 00.0% | Unchanged |
| Colonial Trust Co | 3,103 | $285.3K | 0.04% | −315−9.2% | Reduced |
| Capital Planning Advisors, LLC | 3,104 | $285.4K | 0.04% | +25+0.8% | Added |
| Kaydan Wealth Management, Inc. | 3,111 | $286.0K | 0.09% | −206−6.2% | Reduced |
| AMG National Trust Bank | 3,112 | $286.2K | 0.01% | +24+0.8% | Added |
| Pure Portfolios Holdings LLC | 3,114 | $286.3K | 0.11% | −198−6.0% | Reduced |
| Brookwood Investment Group LLC | 3,115 | $286.4K | 0.05% | +3,115 | New |
| Gilman Hill Asset Management, LLC | 3,115 | $286.4K | 0.05% | −75−2.4% | Reduced |
| Berkshire Bank | 3,118 | $286.7K | 0.07% | +166+5.6% | Added |
| Pure Financial Advisors, Inc. | 3,124 | $287.3K | 0.01% | +459+17.2% | Added |
| Worth Asset Management, LLC | 3,128 | $287.6K | 0.16% | +319+11.4% | Added |
| May Hill Capital, LLC | 3,137 | $288.5K | 0.11% | −330−9.5% | Reduced |
| Aurdan Capital Management, LLC | 3,139 | $288.6K | 0.11% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,150 | $289.0K | 0.15% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,144 | $289.1K | 0.04% | +16+0.5% | Added |
| Compass Wealth Management LLC | 3,150 | $289.6K | 0.07% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,151 | $289.7K | 0.13% | +3,151 | New |
| Zevin Asset Management LLC | 3,150 | $290.0K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,155 | $290.1K | 0.03% | +85+2.8% | Added |
| Eagle Wealth Strategies LLC | 3,156 | $290.2K | 0.18% | −238−7.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,158 | $290.4K | 0.22% | +19+0.6% | Added |
| Wela Strategies, Inc. | 3,160 | $290.5K | 0.12% | +45+1.4% | Added |
| Rossmore Private Capital | 3,164 | $290.9K | 0.04% | +6+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 3,171 | $291.6K | 0.07% | −231−6.8% | Reduced |
| Chesapeake Wealth Management | 3,173 | $291.8K | 0.10% | −60−1.9% | Reduced |
| Code Waechter LLC | 3,173 | $292.0K | 0.24% | +3,173 | New |
| Leigh Baldwin & Co., LLC | 3,181 | $292.5K | 0.24% | +12+0.4% | Added |
| Coastline Trust Co | 3,188 | $293.1K | 0.04% | +1,008+46.2% | Added |
| Biltmore Wealth Management, LLC | 3,194 | $293.6K | 0.12% | +3+0.1% | Added |
| Calton & Associates, Inc. | 3,194 | $293.7K | 0.07% | +3,194 | New |
| Zhang Financial LLC | 3,195 | $293.8K | 0.02% | −281−8.1% | Reduced |
| Patriot Investment Management Inc. | 3,199 | $294.1K | 0.02% | −61−1.9% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $294.2K | 0.04% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,204 | $294.6K | 0.12% | +24+0.8% | Added |
| Choate Investment Advisors | 3,216 | $295.7K | 0.01% | +52+1.6% | Added |
| Investment Advisory Services Inc | 3,226 | $296.6K | 0.11% | +18+0.6% | Added |
| Sound Income Strategies, LLC | 3,232 | $297.2K | 0.02% | −4,244−56.8% | Reduced |
| Petros Family Wealth, LLC | 3,239 | $297.8K | 0.33% | +68+2.1% | Added |
| Catalyst Financial Partners LLC | 3,242 | $298.1K | 0.05% | −71−2.1% | Reduced |
| FSA Advisors, Inc. | 3,246 | $298.5K | 0.24% | +3,246 | New |
| Insight Advisors, LLC | 3,247 | $298.6K | 0.05% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,249 | $298.7K | 0.03% | +102+3.2% | Added |
| Neville Rodie & Shaw Inc | 3,245 | $299.0K | 0.02% | +595+22.5% | Added |
| Royal Fund Management, LLC | 3,253 | $299.2K | 0.04% | +21+0.6% | Added |
| Sittner & Nelson, LLC | 3,261 | $299.8K | 0.13% | +15+0.5% | Added |
| SkyOak Wealth, LLC | 3,265 | $300.2K | 0.07% | +3,265 | New |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $301.0K | 0.29% | +3,274 | New |
| Sivia Capital Partners, LLC | 3,275 | $301.2K | 0.14% | +144+4.6% | Added |
| PBMares Wealth Management LLC | 3,279 | $301.5K | 0.06% | +5+0.2% | Added |
| WealthTrust Asset Management, LLC | 3,284 | $301.9K | 0.22% | +4+0.1% | Added |
| Summit Wealth Partners, LLC | 3,290 | $302.5K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,293 | $302.8K | 0.08% | +325+11.0% | Added |
| Mallini Complete Financial Planning LLC | – | $303.0K | 0.29% | – | – |
| Magnolia Wealth Management, LLC | 3,301 | $303.5K | 0.22% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,301 | $303.5K | 0.02% | +3,301 | New |
| Morris Financial Concepts, Inc. | 3,304 | $303.8K | 0.13% | −342−9.4% | Reduced |
| Alpha Omega Wealth Management LLC | 3,307 | $304.1K | 0.06% | +200+6.4% | Added |
| Cedar Mountain Advisors, LLC | 3,314 | $304.7K | 0.07% | +26+0.8% | Added |
| USAdvisors Wealth Management, LLC | 3,327 | $305.0K | 0.11% | +77+2.4% | Added |
| Gibbs Wealth Management | 3,317 | $305.0K | 0.07% | +165+5.2% | Added |
| Zullo Investment Group, Inc. | 3,327 | $305.9K | 0.13% | −35−1.0% | Reduced |
| Willis Johnson & Associates, Inc. | 3,333 | $306.5K | 0.02% | +4+0.1% | Added |
| Inscription Capital, LLC | 4,278 | $306.9K | 0.05% | +4,278 | New |
| DF Dent & Co Inc | 3,341 | $307.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,530 | $308.0K | 0.21% | +3,530 | New |
| Nalls Sherbakoff Group, LLC | 3,357 | $308.7K | 0.25% | +3,357 | New |
| Stephens Consulting, LLC | 3,377 | $310.5K | 0.08% | +452+15.5% | Added |