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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,558 | $1.15M | 0.00% | −1,328−9.6% | Reduced |
| Rocky Mountain Advisers, LLC | 12,525 | $1.15M | 0.36% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,520 | $1.15M | 0.14% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,519 | $1.15M | 0.24% | +35+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 12,510 | $1.15M | 0.08% | +800+6.8% | Added |
| Firethorn Wealth Partners, LLC | 12,443 | $1.14M | 0.55% | +37+0.3% | Added |
| Sterling Investment Counsel, LLC | 12,424 | $1.14M | 0.39% | +9,225+288.4% | Added |
| Evercore Wealth Management, LLC | 12,416 | $1.14M | 0.02% | −28−0.2% | Reduced |
| Financial Security Advisor, Inc. | 12,293 | $1.13M | 0.29% | +21+0.2% | Added |
| Essex Savings Bank | 12,293 | $1.13M | 0.28% | +1,899+18.3% | Added |
| Marino, Stram & Associates LLC | 12,266 | $1.13M | 0.25% | +50.0% | Added |
| Fidelis Capital Partners, LLC | 12,418 | $1.12M | 0.12% | −106−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 12,183 | $1.12M | 0.14% | −614−4.8% | Reduced |
| Integrated Advisors Network LLC | 12,164 | $1.12M | 0.06% | −242−2.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.10M | 0.60% | 00.0% | Unchanged |
| Balboa Wealth Partners | 11,978 | $1.10M | 0.27% | +63+0.5% | Added |
| CWS Financial Advisors, LLC | 11,955 | $1.10M | 0.35% | +28+0.2% | Added |
| BIP Wealth, LLC | 11,950 | $1.10M | 0.07% | +230+2.0% | Added |
| Cassaday & Co Wealth Management LLC | 11,949 | $1.10M | 0.03% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 11,942 | $1.10M | 0.10% | +20.0% | Added |
| Widmann Financial Services, Inc. | 11,888 | $1.09M | 0.85% | +25+0.2% | Added |
| Allegheny Financial Group LTD | 11,853 | $1.09M | 0.28% | −89−0.7% | Reduced |
| Busey Wealth Management | 11,815 | $1.09M | 0.04% | +49+0.4% | Added |
| Diversify Advisory Services, LLC | 11,861 | $1.08M | 0.07% | +2,089+21.4% | Added |
| Integrity Alliance, LLC. | 11,783 | $1.08M | 0.04% | +11,783 | New |
| Bush Investment Group, LLC | 11,735 | $1.08M | 0.81% | +141+1.2% | Added |
| RS Crum Inc. | 11,684 | $1.07M | 0.29% | +10.0% | Added |
| GSB Wealth Management, LLC | 11,644 | $1.07M | 0.28% | +41+0.4% | Added |
| Blue Fin Capital, Inc. | 11,583 | $1.07M | 0.21% | −102−0.9% | Reduced |
| Hills Bank & Trust Co | 11,579 | $1.06M | 0.07% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 11,461 | $1.05M | 0.37% | 00.0% | Unchanged |
| Columbia Asset Management | 11,439 | $1.05M | 0.21% | −446−3.8% | Reduced |
| Larson Financial Group LLC | 11,425 | $1.05M | 0.05% | +1,231+12.1% | Added |
| Stableford Capital II LLC | 11,436 | $1.05M | 0.44% | −306−2.6% | Reduced |
| Norris Perne & French LLP | 11,413 | $1.05M | 0.08% | −216,965−95.0% | Reduced |
| Tradewinds, LLC. | 11,377 | $1.05M | 0.30% | +19+0.2% | Added |
| Magnolia Capital Advisors LLC | 11,316 | $1.04M | 0.28% | −192−1.7% | Reduced |
| Leisure Capital Management | 11,309 | $1.04M | 0.43% | +2,579+29.5% | Added |
| Burney Co | 11,286 | $1.04M | 0.04% | −1,499−11.7% | Reduced |
| KPP Advisory Services LLC | 11,275 | $1.04M | 0.20% | +2,144+23.5% | Added |
| Ami Asset Management Corp | 11,245 | $1.03M | 0.06% | −220−1.9% | Reduced |
| 1620 Investment Advisors, Inc. | 11,245 | $1.03M | 0.79% | −6−0.1% | Reduced |
| Resources Management Corp | 11,220 | $1.03M | 0.15% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 11,220 | $1.03M | 0.70% | −654−5.5% | Reduced |
| LaFleur & Godfrey LLC | 11,070 | $1.02M | 0.14% | +7+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 11,055 | $1.02M | 0.31% | +292+2.7% | Added |
| Cigna Investments Inc | 11,046 | $1.02M | 0.19% | −154−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 11,031 | $1.01M | 0.06% | −813−6.9% | Reduced |
| SevenBridge Financial Group, LLC | 11,543 | $1.01M | 0.20% | −7,210−38.4% | Reduced |
| Cherokee Insurance Co | 11,000 | $1.01M | 0.45% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 10,999 | $1.01M | 0.85% | 00.0% | Unchanged |
| Nwam LLC | 10,964 | $1.01M | 0.09% | −484−4.2% | Reduced |
| Linscomb & Williams, Inc. | 10,875 | $1.00M | 0.05% | −80−0.7% | Reduced |
| Second Line Capital, LLC | 10,861 | $998.7K | 0.26% | −1,112−9.3% | Reduced |
| Commerzbank Aktiengesellschaft | 10,794 | $993.0K | 0.02% | +1,371+14.5% | Added |
| Everstar Asset Management, LLC | 10,796 | $992.7K | 0.66% | +212+2.0% | Added |
| Rogco, LP | 10,794 | $992.5K | 0.40% | −665−5.8% | Reduced |
| Modera Wealth Management, LLC | 10,765 | $989.8K | 0.01% | −1,148−9.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,733 | $986.9K | 0.05% | +648+6.4% | Added |
| Texas Bank & Trust Co | 10,707 | $984.5K | 0.42% | −81−0.8% | Reduced |
| Patton Albertson Miller Group, LLC | 10,703 | $984.1K | 0.15% | −2,131−16.6% | Reduced |
| Wealth Alliance | 10,692 | $983.1K | 0.12% | −6−0.1% | Reduced |
| MEMBERS Trust Co | 10,576 | $972.5K | 0.03% | +69+0.7% | Added |
| Apella Capital, LLC | 11,052 | $970.4K | 0.03% | +4,961+81.4% | Added |
| Chesley Taft & Associates LLC | 10,547 | $969.8K | 0.05% | +32+0.3% | Added |
| Field & Main Bank | 10,505 | $965.9K | 0.34% | −485−4.4% | Reduced |
| Gilbert & Cook, Inc. | 10,495 | $965.0K | 0.14% | +32+0.3% | Added |
| BEAM Asset Management, LLC | 10,471 | $962.8K | 0.32% | −398−3.7% | Reduced |
| Driehaus Capital Management LLC | 10,406 | $956.8K | 0.01% | +6,262+151.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $954.0K | 0.24% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,370 | $953.5K | 0.37% | −324−3.0% | Reduced |
| Banque Cantonale Vaudoise | 10,272 | $945.0K | 0.04% | +10,272 | New |
| Severin Investments, LLC | 10,257 | $943.1K | 0.94% | +5,835+132.0% | Added |
| West Family Investments, Inc. | 10,253 | $942.8K | 0.36% | +822+8.7% | Added |
| Thoroughbred Financial Services, LLC | 10,252 | $942.0K | 0.06% | +84+0.8% | Added |
| Sunburst Financial Group, LLC | 10,239 | $941.5K | 0.23% | +50.0% | Added |
| RIA Advisory Group LLC | 10,233 | $940.9K | 0.31% | −40.0% | Reduced |
| Edge Financial Advisors LLC | 10,218 | $939.6K | 0.59% | +82+0.8% | Added |
| Mendel Money Management | 10,189 | $936.9K | 0.44% | +33+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $933.6K | 0.05% | −2,921−22.3% | Reduced |
| Acorn Wealth Advisors, LLC | 10,143 | $932.6K | 0.39% | +85+0.8% | Added |
| Investment Partners Asset Management, Inc. | 10,137 | $932.1K | 0.73% | −133−1.3% | Reduced |
| Haverford Trust Co | 10,123 | $930.8K | 0.01% | +1,685+20.0% | Added |
| Trustco Bank Corp N Y | 10,122 | $930.7K | 1.01% | −335−3.2% | Reduced |
| Marco Investment Management LLC | 10,121 | $930.6K | 0.09% | +18+0.2% | Added |
| Bradley Foster & Sargent Inc | 10,121 | $930.6K | 0.02% | +68+0.7% | Added |
| Kingsman Wealth Management, Inc. | 10,111 | $929.7K | 0.68% | +10,111 | New |
| Eqis Capital Management, Inc. | 10,069 | $925.8K | 0.08% | −870−8.0% | Reduced |
| Keudell/Morrison Wealth Management | 10,032 | $922.4K | 0.22% | +110+1.1% | Added |
| Shepherd Financial Partners LLC | 10,030 | $922.3K | 0.11% | −1,112−10.0% | Reduced |
| Plimoth Trust Co LLC | 10,012 | $920.6K | 0.24% | −235−2.3% | Reduced |
| CoreCap Advisors, LLC | 10,006 | $920.1K | 0.04% | −21,315−68.1% | Reduced |
| TCG Advisory Services, LLC | 9,930 | $913.1K | 0.04% | −1,043−9.5% | Reduced |
| Home Federal Bank of Tennessee | 9,890 | $909.4K | 0.27% | −100−1.0% | Reduced |
| Montecito Bank & Trust | 9,876 | $908.1K | 0.16% | +496+5.3% | Added |
| Rehmann Capital Advisory Group | 9,874 | $908.0K | 0.06% | +759+8.3% | Added |
| Legacy Wealth Asset Management, LLC | 9,869 | $907.5K | 0.25% | −164−1.6% | Reduced |
| Means Investment Co., Inc. | 9,852 | $905.9K | 0.10% | −4,139−29.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,849 | $905.6K | 0.06% | −792−7.4% | Reduced |
| Roundview Capital LLC | 9,849 | $905.6K | 0.07% | −401−3.9% | Reduced |