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 5 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 |
|---|---|---|---|---|---|
| Leslie Global Wealth, LLC | 3,379 | $310.7K | 0.15% | +3,379 | New |
| Premier Path Wealth Partners, LLC | 3,383 | $311.1K | 0.05% | −86−2.5% | Reduced |
| Heartland Bank & Trust Co | 3,397 | $312.4K | 0.16% | −483−12.4% | Reduced |
| Philip James Wealth Mangement, LLC | 3,420 | $314.5K | 0.04% | −24−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,494 | $316.1K | 0.23% | −50−1.4% | Reduced |
| Satovsky Asset Management LLC | 3,446 | $316.9K | 0.07% | +27+0.8% | Added |
| Wedgewood Investors Inc | 3,450 | $317.2K | 0.38% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,452 | $317.4K | 0.03% | −234−6.3% | Reduced |
| Sterling Capital Management LLC | 3,452 | $317.4K | 0.00% | +28+0.8% | Added |
| Crestwood Advisors Group LLC | 3,454 | $317.6K | 0.01% | +798+30.0% | Added |
| Cromwell Holdings LLC | 3,459 | $318.1K | 0.20% | +340+10.9% | Added |
| WealthBridge Capital Management, LLC | 3,460 | $318.1K | 0.09% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,471 | $319.2K | 0.15% | −169−4.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,477 | $319.7K | 0.01% | +3,477 | New |
| Stanley-Laman Group, Ltd. | 3,485 | $320.4K | 0.05% | −49−1.4% | Reduced |
| Integris Wealth Management, LLC | 3,488 | $320.7K | 0.09% | −112−3.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,496 | $321.5K | 0.01% | +3,496 | New |
| St. Louis Trust Co | 3,500 | $321.8K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,516 | $323.3K | 0.04% | 00.0% | Unchanged |
| First American Trust, FSB | 3,518 | $323.5K | 0.03% | −351−9.1% | Reduced |
| New Republic Capital, LLC | 3,525 | $324.1K | 0.14% | +247+7.5% | Added |
| Enclave Advisors LLC | 3,526 | $324.2K | 0.06% | +14+0.4% | Added |
| Brass Tax Wealth Management, Inc | 3,527 | $324.3K | 0.07% | +155+4.6% | Added |
| PDS Planning, Inc | 3,530 | $324.6K | 0.03% | +509+16.8% | Added |
| Wealth Management Nebraska | 3,531 | $324.7K | 0.05% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,533 | $324.9K | 0.06% | +111+3.2% | Added |
| New Hampshire Trust | 3,543 | $325.8K | 0.07% | +45+1.3% | Added |
| VSM Wealth Advisory, LLC | 3,549 | $326.4K | 0.12% | +2+0.1% | Added |
| Washington Trust Co | 3,560 | $327.3K | 0.01% | −200−5.3% | Reduced |
| Uniting Wealth Partners, LLC | 3,583 | $329.5K | 0.17% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,583 | $329.5K | 0.05% | +3,583 | New |
| First Citizens Financial Corp | 3,592 | $330.3K | 0.19% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,595 | $330.6K | 0.07% | −55−1.5% | Reduced |
| Proficio Capital Partners LLC | 3,599 | $330.9K | 0.03% | +52+1.5% | Added |
| Tyler-Stone Wealth Management | 3,606 | $331.6K | 0.06% | +18+0.5% | Added |
| MidWestOne Financial Group, Inc. | 3,607 | $331.7K | 0.05% | −65−1.8% | Reduced |
| Charles Schwab Trust Co | 3,609 | $331.8K | 0.03% | −1,050−22.5% | Reduced |
| Hall Capital Management Co Inc | 3,615 | $332.4K | 0.15% | +118+3.4% | Added |
| Shufro Rose & Co LLC | 3,627 | $333.5K | 0.03% | +748+26.0% | Added |
| OMNI 360 Wealth, Inc. | 3,628 | $333.6K | 0.22% | −20−0.5% | Reduced |
| Latitude Advisors, LLC | 3,636 | $334.3K | 0.19% | −54−1.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $337.5K | 0.07% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 3,673 | $337.7K | 0.07% | 00.0% | Unchanged |
| Fusion Capital, LLC | 3,675 | $337.9K | 0.13% | −35−0.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,678 | $338.2K | 0.01% | +140+4.0% | Added |
| MBB Public Markets I LLC | 3,690 | $339.3K | 0.04% | +3,690 | New |
| D'Orazio & Associates, Inc. | 3,712 | $341.3K | 0.05% | +134+3.7% | Added |
| Ellis Investment Partners, LLC | 3,717 | $341.7K | 0.07% | +19+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 3,725 | $342.5K | 0.01% | −156−4.0% | Reduced |
| Lloyd Advisory Services, LLC. | 3,727 | $342.7K | 0.17% | +106+2.9% | Added |
| Investment Planning Advisors, Inc. | 3,735 | $343.4K | 0.14% | +233+6.7% | Added |
| SIMA Wealth Partners, LLC | 3,780 | $347.6K | 0.29% | +31+0.8% | Added |
| Tennessee Valley Asset Management Partners | 3,785 | $348.0K | 0.06% | +3,785 | New |
| King Wealth | 3,783 | $348.0K | 0.05% | +146+4.0% | Added |
| Cornerstone Management, Inc. | 3,796 | $349.1K | 0.07% | +10.0% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $349.6K | 0.10% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,808 | $350.1K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,821 | $351.3K | 0.12% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,823 | $351.5K | 0.21% | −41−1.1% | Reduced |
| FLC Capital Advisors | 3,840 | $353.1K | 0.08% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,854 | $354.0K | 0.09% | −1,718−30.8% | Reduced |
| Cabot Wealth Management Inc | 3,855 | $354.5K | 0.05% | 00.0% | Unchanged |
| Narwhal Capital Management | 3,859 | $354.8K | 0.03% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,860 | $354.9K | 0.19% | +64+1.7% | Added |
| Platform Technology Partners | 3,872 | $356.0K | 0.10% | +145+3.9% | Added |
| Signal Advisors Wealth, LLC | 3,879 | $356.7K | 0.03% | −106−2.7% | Reduced |
| Institute for Wealth Management, LLC. | 3,885 | $357.3K | 0.05% | −99−2.5% | Reduced |
| ICONIQ Capital, LLC | 3,893 | $358.0K | 0.01% | −152−3.8% | Reduced |
| Wealth Group, Ltd. | 3,896 | $358.0K | 0.23% | −1,873−32.5% | Reduced |
| Quent Capital, LLC | 3,909 | $359.4K | 0.04% | +66+1.7% | Added |
| Financial Advisors, LLC | 3,912 | $359.7K | 0.07% | +31+0.8% | Added |
| Elite Financial, Inc. | 3,919 | $360.0K | 0.19% | −619−13.6% | Reduced |
| Klingman & Associates, LLC | 3,922 | $360.6K | 0.02% | +83+2.2% | Added |
| Spinnaker Trust | 3,928 | $361.2K | 0.02% | +3,928 | New |
| Live Oak Private Wealth LLC | 3,929 | $361.2K | 0.06% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $361.5K | 0.16% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,933 | $361.6K | 0.02% | −100−2.5% | Reduced |
| Wayfinding Financial, LLC | 3,945 | $362.0K | 0.16% | +42+1.1% | Added |
| Advisory Alpha, LLC | 3,944 | $362.6K | 0.01% | +80+2.1% | Added |
| Simplicity Wealth,LLC | 3,948 | $363.0K | 0.03% | +3,948 | New |
| Cutter & CO Brokerage, Inc. | 3,959 | $364.1K | 0.09% | −349−8.1% | Reduced |
| Huntleigh Advisors, Inc. | 3,962 | $364.4K | 0.06% | −27−0.7% | Reduced |
| Cooper Financial Group | 3,976 | $365.6K | 0.05% | +337+9.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,978 | $365.8K | 0.18% | +15+0.4% | Added |
| BLB&B Advisors, LLC | 3,979 | $365.9K | 0.02% | −37−0.9% | Reduced |
| Park Place Capital Corp | 3,980 | $366.0K | 0.10% | −1,047−20.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,988 | $366.7K | 0.01% | +25+0.6% | Added |
| Plancorp, LLC | 3,996 | $367.4K | 0.01% | +196+5.2% | Added |
| Semmax Financial Advisors Inc. | 4,067 | $367.5K | 0.10% | +29+0.7% | Added |
| Alps Advisors Inc | 3,999 | $367.7K | 0.00% | −10.0% | Reduced |
| Elmwood Wealth Management, Inc. | 4,000 | $367.8K | 0.15% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,011 | $368.9K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,014 | $369.1K | 0.01% | +2,491+163.6% | Added |
| 4WEALTH Advisors, Inc. | 4,018 | $369.5K | 0.41% | −214−5.1% | Reduced |
| American Financial Advisors, LLC | 4,021 | $369.7K | 0.05% | −603−13.0% | Reduced |
| STAR Financial Bank | 4,021 | $369.7K | 0.27% | −346−7.9% | Reduced |
| Worth Financial Advisory Group, LLC | 4,027 | $370.3K | 0.24% | +4,027 | New |
| Pinnacle Bancorp, Inc. | 4,031 | $370.6K | 0.12% | +32+0.8% | Added |
| ESL Trust Services, LLC | 4,043 | $371.8K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,044 | $371.8K | 0.03% | −1,582−28.1% | Reduced |