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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 4,689 | $431.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,706 | $432.7K | 0.15% | −60−1.3% | Reduced |
| Boston Research & Management Inc | 4,710 | $433.1K | 0.11% | 00.0% | Unchanged |
| Manske Wealth Management | 4,720 | $434.0K | 0.16% | −230−4.6% | Reduced |
| RB Capital Management, LLC | 4,729 | $434.8K | 0.11% | −159−3.3% | Reduced |
| Tranquility Partners, LLC | 4,729 | $434.8K | 0.17% | −3−0.1% | Reduced |
| Nikulski Financial, Inc. | 4,737 | $435.5K | 0.13% | +714+17.7% | Added |
| Resolute Wealth Strategies, LLC | 4,742 | $436.0K | 0.24% | +2,169+84.3% | Added |
| Univest Financial Corp | 4,751 | $436.9K | 0.03% | +411+9.5% | Added |
| McGowan Group Asset Management, Inc. | 4,756 | $437.3K | 0.06% | +76+1.6% | Added |
| Nadler Financial Group, Inc. | 4,775 | $439.1K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 4,793 | $440.7K | 0.19% | −730−13.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,798 | $441.2K | 0.08% | +219+4.8% | Added |
| Two Sigma Investments, LP | 4,800 | $441.4K | 0.00% | −10,800−69.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,812 | $442.5K | 0.03% | −702−12.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,835 | $444.6K | 0.01% | +480+11.0% | Added |
| Key Client Fiduciary Advisors, LLC | 4,840 | $445.1K | 0.21% | +76+1.6% | Added |
| Gentry Private Wealth, LLC | 4,848 | $445.8K | 0.37% | +4,848 | New |
| Godsey & Gibb Associates | 4,858 | $446.7K | 0.04% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,870 | $447.8K | 0.10% | −4−0.1% | Reduced |
| Valued Retirements, Inc. | 4,876 | $448.3K | 0.59% | −89−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,885 | $449.2K | 0.04% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 4,920 | $452.4K | 0.04% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,921 | $452.5K | 0.03% | −87−1.7% | Reduced |
| Camden Capital, LLC | 4,950 | $455.1K | 0.05% | +57+1.2% | Added |
| Lokken Investment Group LLC | 4,961 | $456.2K | 0.19% | +218+4.6% | Added |
| Slagle Financial, LLC | 4,965 | $456.5K | 0.20% | −347−6.5% | Reduced |
| Bullock Wealth Management Group | 4,983 | $457.6K | 0.26% | −134−2.6% | Reduced |
| Bridgewater Advisors Inc. | 5,006 | $457.8K | 0.04% | +5,006 | New |
| Holistic Planning, LLC | 4,986 | $458.5K | 0.16% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 4,994 | $459.2K | 0.12% | −78−1.5% | Reduced |
| Corps Capital Advisors, LLC | 5,000 | $459.8K | 0.48% | 00.0% | Unchanged |
| Rithm Capital Corp. | 5,000 | $459.8K | 1.03% | +1,500+42.9% | Added |
| Argent Advisors, Inc. | 5,002 | $459.9K | 0.15% | +315+6.7% | Added |
| Virtue Capital Management, LLC | 5,010 | $460.2K | 0.05% | +347+7.4% | Added |
| Aster Capital Management (DIFC) Ltd | 5,139 | $461.4K | 0.09% | +1,909+59.1% | Added |
| JB Capital LLC | 5,019 | $461.6K | 0.03% | +4+0.1% | Added |
| Altus Wealth Group LLC | 5,032 | $462.6K | 0.22% | +9+0.2% | Added |
| Capital Investment Counsel, Inc | 5,038 | $463.2K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,630 | $463.5K | 0.15% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,041 | $463.5K | 0.28% | −157−3.0% | Reduced |
| David Loasby | 5,215 | $463.5K | 0.05% | −281−5.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $465.0K | 0.10% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,061 | $465.4K | 0.05% | +5,061 | New |
| Avestar Capital, LLC | 5,068 | $466.0K | 0.04% | −1,224−19.5% | Reduced |
| Rise Advisors, LLC | 5,073 | $466.4K | 0.21% | −657−11.5% | Reduced |
| Wealth Quarterback LLC | 5,079 | $467.0K | 0.26% | +277+5.8% | Added |
| Forum Financial Management, LP | 5,099 | $468.9K | 0.01% | −9−0.2% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 5,101 | $469.0K | 0.48% | −3,427−40.2% | Reduced |
| Veracity Capital LLC | 5,110 | $469.9K | 0.18% | −41−0.8% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $472.4K | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,138 | $472.5K | 0.06% | −5,719−52.7% | Reduced |
| Cozad Asset Management Inc | 5,150 | $473.5K | 0.05% | −200−3.7% | Reduced |
| Cornerstone Advisory, LLC | 5,201 | $474.4K | 0.06% | −382−6.8% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $474.5K | 0.34% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,765 | $474.6K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,172 | $475.6K | 0.02% | +312+6.4% | Added |
| Carolinas Wealth Consulting LLC | 5,173 | $475.7K | 0.10% | +41+0.8% | Added |
| Sigma Investment Counselors Inc | 5,177 | $476.0K | 0.03% | +68+1.3% | Added |
| Eastover Investment Advisors LLC | 5,185 | $476.8K | 0.23% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 5,194 | $477.6K | 0.37% | −6,180−54.3% | Reduced |
| FineMark National Bank & Trust | 5,204 | $478.5K | 0.02% | +500+10.6% | Added |
| Retirement Planning Group | 5,208 | $478.8K | 0.02% | +228+4.6% | Added |
| Consolidated Portfolio Review Corp | 5,213 | $479.3K | 0.08% | +5,213 | New |
| United Community Bank | 5,215 | $479.5K | 0.18% | +217+4.3% | Added |
| Drake & Associates, LLC | 5,218 | $479.8K | 0.13% | +1,251+31.5% | Added |
| First National Bank & Trust Co of Newtown | 5,235 | $481.4K | 0.10% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,290 | $482.3K | 0.21% | +10.0% | Added |
| Correct Capital Wealth Management | 5,250 | $482.7K | 0.10% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,260 | $483.7K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,282 | $485.7K | 0.04% | +444+9.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,911 | $486.6K | 0.16% | +822+16.2% | Added |
| Cypress Capital Group | 5,300 | $487.3K | 0.06% | −508−8.7% | Reduced |
| Joel Adams & Associates, Inc. | 5,315 | $488.7K | 0.44% | +200+3.9% | Added |
| Moss Adams Wealth Advisors LLC | 5,324 | $489.5K | 0.05% | +1,115+26.5% | Added |
| Summit Financial Wealth Advisors, LLC | 5,347 | $491.7K | 0.10% | −150−2.7% | Reduced |
| Mindset Wealth Management, LLC | 5,356 | $492.5K | 0.19% | +1,043+24.2% | Added |
| Willis Investment Counsel | 5,367 | $493.5K | 0.03% | +1,800+50.5% | Added |
| TruWealth Advisors, LLC | 5,370 | $493.7K | 0.03% | −67−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 5,376 | $494.3K | 0.03% | +578+12.0% | Added |
| Keebeck Wealth Management, LLC | 5,391 | $495.7K | 0.07% | +302+5.9% | Added |
| Clarity Wealth Development LLC | 5,396 | $495.8K | 0.55% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,399 | $496.5K | 0.16% | −622−10.3% | Reduced |
| Wilkins Investment Counsel Inc | 5,400 | $496.5K | 0.07% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,400 | $496.5K | 0.12% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,400 | $496.5K | 0.17% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,405 | $497.0K | 0.36% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,415 | $497.9K | 0.04% | −185−3.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $498.7K | 0.35% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,425 | $498.9K | 0.08% | +394+7.8% | Added |
| Childress Capital Advisors, LLC | 5,429 | $499.2K | 0.14% | +250+4.8% | Added |
| Moseley Investment Management Inc | 5,437 | $500.0K | 0.20% | −858−13.6% | Reduced |
| Cohen Investment Advisors LLC | 5,439 | $500.1K | 0.29% | −48−0.9% | Reduced |
| Mathes Company, Inc. | 5,450 | $501.0K | 0.20% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,485 | $504.3K | 0.26% | +10.0% | Added |
| Woodward Diversified Capital, LLC | 5,532 | $508.7K | 0.36% | +392+7.6% | Added |
| OneAscent Investment Solutions LLC | 5,551 | $510.0K | 0.61% | +5,551 | New |
| Doliver Advisors, LP | 5,578 | $512.9K | 0.14% | −150−2.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,590 | $514.0K | 0.33% | +5,590 | New |
| Brighton Securities Corp. | 5,590 | $514.0K | 0.25% | +33+0.6% | Added |