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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 4,080 | $372.1K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,061 | $373.0K | 0.05% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,075 | $374.7K | 0.09% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,078 | $375.0K | 0.16% | +3,047+295.5% | Added |
| American State Bank (Iowa) | 4,081 | $375.2K | 0.23% | 00.0% | Unchanged |
| Claris Financial LLC | 4,560 | $375.4K | 0.25% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,085 | $375.6K | 0.08% | +4,085 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,120 | $378.8K | 0.00% | −231,338−98.3% | Reduced |
| Thompson Investment Management, Inc. | 4,128 | $379.6K | 0.06% | −20.0% | Reduced |
| Trust Co of Toledo NA | 4,135 | $380.2K | 0.05% | −200−4.6% | Reduced |
| Legacy Wealth Management, Inc | 4,143 | $380.9K | 0.03% | −667−13.9% | Reduced |
| Requisite Capital Management, LLC | 4,144 | $381.0K | 0.09% | −984−19.2% | Reduced |
| 1st Source Bank | 4,150 | $381.6K | 0.02% | −73−1.7% | Reduced |
| Sovran Advisors, LLC | 4,159 | $381.8K | 0.05% | +440+11.8% | Added |
| Hodges Capital Management Inc. | 4,150 | $382.0K | 0.04% | −50−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,166 | $383.1K | 0.11% | −147−3.4% | Reduced |
| Level Wealth Management LLC | 4,172 | $383.6K | 0.25% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,174 | $383.8K | 0.02% | +16+0.4% | Added |
| Garde Capital, Inc. | 4,174 | $383.8K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,175 | $383.9K | 0.29% | – | – |
| Brandywine Oak Private Wealth LLC | 4,179 | $384.3K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,186 | $384.9K | 0.02% | +87+2.1% | Added |
| Southland Equity Partners LLC | 4,190 | $385.3K | 0.09% | −54−1.3% | Reduced |
| Asset Dedication, LLC | 4,193 | $385.5K | 0.03% | +14+0.3% | Added |
| Radnor Capital Management, LLC | 4,200 | $386.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,196 | $386.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,218 | $387.8K | 0.02% | −2,066−32.9% | Reduced |
| GEM Asset Management, LLC | 4,230 | $388.4K | 0.22% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,227 | $388.7K | 0.27% | −400−8.6% | Reduced |
| Independence Bank of Kentucky | 4,230 | $388.9K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,238 | $389.7K | 0.28% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,240 | $389.9K | 0.04% | −4,643−52.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,241 | $390.0K | 0.00% | −266,546−98.4% | Reduced |
| Agp Franklin, LLC | 4,290 | $390.5K | 0.24% | +126+3.0% | Added |
| Archetype Wealth Partners | 4,255 | $391.0K | 0.06% | +1,500+54.4% | Added |
| Fiducient Advisors LLC | 4,253 | $391.1K | 0.05% | +4,253 | New |
| Auxano Advisors, LLC | 4,258 | $391.5K | 0.10% | +457+12.0% | Added |
| Palumbo Wealth Management LLC | 4,261 | $391.8K | 0.13% | +351+9.0% | Added |
| United Advisor Group, LLC | 4,274 | $393.0K | 0.08% | −1,414−24.9% | Reduced |
| Scotia Capital Inc. | 4,278 | $393.4K | 0.00% | −808−15.9% | Reduced |
| HC Advisors, LLC | 4,283 | $393.8K | 0.29% | +1,956+84.1% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,298 | $395.2K | 0.19% | +756+21.3% | Added |
| Longview Financial Advisors, Inc. | 4,316 | $396.9K | 0.34% | +4+0.1% | Added |
| Syverson Strege & Co | 4,326 | $397.8K | 0.13% | +62+1.5% | Added |
| Wealthspan Partners, LLC | 4,334 | $398.5K | 0.18% | +20.0% | Added |
| Plante Moran Financial Advisors, LLC | 4,336 | $398.7K | 0.03% | −402−8.5% | Reduced |
| Coppell Advisory Solutions LLC | 4,368 | $399.4K | 0.06% | +280+6.8% | Added |
| Flaharty Asset Management, LLC | 4,350 | $400.0K | 0.06% | −401−8.4% | Reduced |
| Trust Co of the South | 4,353 | $400.3K | 0.08% | +44+1.0% | Added |
| MBM Wealth Consultants, LLC | 4,386 | $403.2K | 0.12% | +525+13.6% | Added |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,449 | $404.0K | 0.12% | −4,605−50.9% | Reduced |
| Jane Street Group, LLC | 4,403 | $404.9K | 0.00% | −11,127−71.6% | Reduced |
| Bey-Douglas LLC | 4,423 | $406.7K | 0.37% | −7−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 4,424 | $406.8K | 0.03% | −15−0.3% | Reduced |
| Crews Bank & Trust | 4,425 | $406.9K | 0.07% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,429 | $407.2K | 0.09% | +4,429 | New |
| TCI Wealth Advisors, Inc. | 4,432 | $407.5K | 0.03% | +58+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,435 | $407.8K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,436 | $407.9K | 0.09% | +1,407+46.5% | Added |
| V-Square Quantitative Management LLC | 4,437 | $408.0K | 0.06% | −373−7.8% | Reduced |
| Gsa Capital Partners LLP | 4,432 | $408.0K | 0.04% | −538−10.8% | Reduced |
| Fonville Wealth Management LLC | 4,457 | $408.2K | 0.12% | −118−2.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,452 | $409.3K | 0.04% | +4+0.1% | Added |
| SNS Financial Group, LLC | 4,455 | $409.6K | 0.04% | +25+0.6% | Added |
| Investment House LLC | 4,458 | $409.9K | 0.02% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 4,465 | $410.5K | 0.37% | +2,030+83.4% | Added |
| Members Wealth LLC | 4,467 | $410.8K | 0.31% | +13+0.3% | Added |
| Campion Asset Management LLC | 4,474 | $411.4K | 0.32% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,475 | $411.5K | 0.27% | +750+20.1% | Added |
| Orca Wealth Management, LLC | 4,480 | $411.9K | 0.37% | +20.0% | Added |
| Rainey & Randall Investment Management Inc. | 4,491 | $412.9K | 0.08% | +4,491 | New |
| Seelaus Asset Management LLC | 4,513 | $415.0K | 0.40% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,784 | $417.3K | 0.20% | +8+0.2% | Added |
| Transcend Wealth Collective, LLC | 4,545 | $417.9K | 0.03% | +521+12.9% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $418.4K | 0.34% | +200+4.6% | Added |
| Green Harvest Asset Management LLC | 4,551 | $418.5K | 0.01% | +8+0.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,558 | $419.1K | 0.48% | −120−2.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,559 | $419.2K | 0.06% | +252+5.9% | Added |
| Independent Financial Group, LLC | 4,559 | $419.2K | 0.01% | −227−4.7% | Reduced |
| Smith Anglin Financial, LLC | 4,571 | $420.3K | 0.04% | −2,170−32.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,576 | $420.8K | 0.05% | +30+0.7% | Added |
| Avidian Wealth Solutions, LLC | 4,591 | $422.1K | 0.02% | −187−3.9% | Reduced |
| Phoenix Holdings Ltd. | 4,572 | $422.5K | 0.01% | +4,572 | New |
| St Germain D J Co Inc | 4,595 | $422.5K | 0.02% | −3,325−42.0% | Reduced |
| Firestone Capital Management | 4,612 | $424.1K | 0.11% | +332+7.8% | Added |
| CMG Global Holdings, LLC | 4,660 | $424.3K | 0.28% | −242−4.9% | Reduced |
| Duncker Streett & Co Inc | 4,615 | $424.3K | 0.08% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 4,619 | $424.7K | 0.07% | +20.0% | Added |
| L2 Asset Management, LLC | 4,620 | $424.8K | 0.09% | +416+9.9% | Added |
| KG&L Capital Management,LLC | 4,674 | $424.9K | 0.14% | −44−0.9% | Reduced |
| Drive Wealth Management, LLC | 4,621 | $424.9K | 0.10% | +165+3.7% | Added |
| Walkner Condon Financial Advisors LLC | 4,629 | $425.7K | 0.09% | −1,183−20.4% | Reduced |
| Violich Capital Management, Inc. | 4,629 | $426.0K | 0.06% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 4,633 | $426.0K | 0.35% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,645 | $427.1K | 0.01% | +182+4.1% | Added |
| Thomas Story & Son LLC | 4,650 | $427.6K | 0.17% | 00.0% | Unchanged |
| EWG Elevate Inc. | 4,667 | $429.1K | 0.16% | +3+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 4,671 | $430.0K | 0.00% | +4,671 | New |
| CenterStar Asset Management, LLC | 4,678 | $430.3K | 0.62% | +4,678 | New |