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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 9,849 | $905.6K | 0.01% | −263−2.6% | Reduced |
| Journey Advisory Group, LLC | 9,833 | $904.1K | 0.07% | −200−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 9,830 | $903.9K | 0.42% | −5,568−36.2% | Reduced |
| Excalibur Management Corp | 9,825 | $903.4K | 0.36% | −25−0.3% | Reduced |
| Balentine LLC | 9,811 | $902.1K | 0.04% | +9,811 | New |
| SCP Investment, LP | 9,800 | $901.1K | 0.77% | +9,800 | New |
| HBW Advisory Services LLC | 9,798 | $900.9K | 0.13% | +398+4.2% | Added |
| BlueChip Wealth Advisors LLC | 9,779 | $899.2K | 0.44% | +125+1.3% | Added |
| Secure Asset Management, LLC | 9,766 | $897.9K | 0.18% | −114−1.2% | Reduced |
| Financial Advocates Investment Management | 9,742 | $895.7K | 0.06% | +255+2.7% | Added |
| Chicago Partners Investment Group LLC | 9,715 | $894.9K | 0.03% | +308+3.3% | Added |
| Pine Valley Investments Ltd Liability Co | 9,721 | $893.8K | 0.06% | +177+1.9% | Added |
| Ascent Group, LLC | 9,707 | $892.6K | 0.04% | +5,624+137.7% | Added |
| Beaumont Financial Advisors, LLC | 9,679 | $890.0K | 0.07% | +29+0.3% | Added |
| HM Payson & Co | 9,678 | $889.9K | 0.02% | +840+9.5% | Added |
| Chicago Trust Co NA | 9,654 | $887.7K | 0.16% | +495+5.4% | Added |
| Trueblood Wealth Management, LLC | 9,633 | $885.8K | 0.41% | −5−0.1% | Reduced |
| Garner Asset Management Corp | 9,624 | $884.9K | 0.39% | +31+0.3% | Added |
| Monetary Management Group Inc | 9,607 | $883.4K | 0.24% | 00.0% | Unchanged |
| Intrust Bank NA | 9,595 | $882.3K | 0.09% | −126−1.3% | Reduced |
| WSFS Capital Management, LLC | 9,540 | $877.2K | 0.05% | −170−1.8% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $876.1K | 0.04% | −114−1.2% | Reduced |
| AdvisorNet Financial, Inc | 9,522 | $875.5K | 0.07% | +1,573+19.8% | Added |
| Ancora Advisors, LLC | 9,501 | $873.7K | 0.02% | +12+0.1% | Added |
| William Allan, LLC | 9,483 | $872.0K | 0.55% | +975+11.5% | Added |
| Richards, Merrill & Peterson, Inc. | 9,466 | $870.4K | 0.45% | +504+5.6% | Added |
| Clarendon Private LLC | 9,450 | $868.9K | 0.92% | +3,988+73.0% | Added |
| MONECO Advisors, LLC | 9,448 | $868.8K | 0.09% | +539+6.1% | Added |
| Inspire Advisors, LLC | 9,432 | $867.2K | 0.10% | +6,661+240.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,412 | $865.4K | 0.11% | +10+0.1% | Added |
| Eagle Strategies LLC | 9,405 | $864.8K | 0.15% | −46−0.5% | Reduced |
| Belpointe Asset Management LLC | 9,357 | $859.8K | 0.04% | −3,203−25.5% | Reduced |
| Davis Capital Management | 9,316 | $856.6K | 0.68% | −2,885−23.6% | Reduced |
| Clear Creek Financial Management, LLC | 9,306 | $855.7K | 0.09% | −188−2.0% | Reduced |
| Concentric Capital Strategies, LP | 9,291 | $854.3K | 0.09% | +9,291 | New |
| Infrastructure Capital Advisors, LLC | 9,284 | $853.7K | 0.11% | +594+6.8% | Added |
| Affinity Wealth Management LLC | 9,274 | $852.7K | 0.16% | −35−0.4% | Reduced |
| Graypoint LLC | 9,272 | $852.6K | 0.05% | +3,919+73.2% | Added |
| YHB Investment Advisors, Inc. | 9,272 | $852.6K | 0.07% | +1,832+24.6% | Added |
| Trust Point Inc. | 9,266 | $852.0K | 0.08% | −3,693−28.5% | Reduced |
| Yeomans Consulting Group, Inc. | 9,208 | $846.7K | 0.33% | −5,658−38.1% | Reduced |
| Axq Capital, LP | 9,192 | $845.2K | 0.34% | +9,192 | New |
| Aberdeen Wealth Management LLC | 9,171 | $843.3K | 0.58% | +40.0% | Added |
| Mainsail Asset Management, LLC | 9,165 | $842.8K | 0.58% | +12+0.1% | Added |
| Golden State Wealth Management, LLC | 9,155 | $841.8K | 0.13% | +1,442+18.7% | Added |
| Sage Mountain Advisors LLC | 9,139 | $840.3K | 0.06% | +5,455+148.1% | Added |
| Salem Investment Counselors Inc | 9,139 | $840.3K | 0.03% | −9,937−52.1% | Reduced |
| Advisors Preferred, LLC | 9,150 | $840.2K | 0.11% | +9,150 | New |
| Summit Global Investments | 9,131 | $840.0K | 0.06% | +9,131 | New |
| OneAscent Family Office, LLC | 9,120 | $838.0K | 0.78% | +4,750+108.7% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $832.6K | 0.28% | 00.0% | Unchanged |
| Insight Inv LLC | 9,030 | $830.3K | 0.57% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,983 | $825.0K | 0.00% | −1,817−16.8% | Reduced |
| Breakwater Capital Group | 8,955 | $823.4K | 0.15% | +1,497+20.1% | Added |
| Community Bank of Raymore | 8,950 | $823.0K | 0.67% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 8,946 | $822.6K | 0.41% | −176−1.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,909 | $819.2K | 0.23% | +95+1.1% | Added |
| Gables Capital Management Inc. | 8,896 | $818.0K | 0.40% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,891 | $817.5K | 0.06% | +6+0.1% | Added |
| Mechanics Financial Corp | 8,813 | $810.4K | 0.37% | −35−0.4% | Reduced |
| Xcel Wealth Management, LLC | 8,812 | $810.3K | 0.25% | +36+0.4% | Added |
| Wulff, Hansen & Co. | 8,798 | $809.0K | 0.74% | +1,450+19.7% | Added |
| Wagner Wealth Management, LLC | 8,779 | $807.2K | 0.20% | +250+2.9% | Added |
| Court Place Advisors, LLC | 8,777 | $807.0K | 0.27% | −223−2.5% | Reduced |
| Viawealth, LLC | 8,740 | $803.6K | 0.50% | −1,423−14.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,704 | $800.4K | 0.03% | −259−2.9% | Reduced |
| First National Corp | 8,704 | $800.3K | 0.18% | −134−1.5% | Reduced |
| Advisor Resource Council | 8,744 | $800.0K | 0.06% | +8,744 | New |
| one8zero8, LLC | 8,698 | $799.7K | 0.19% | −229−2.6% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $799.7K | 0.06% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,693 | $799.3K | 0.37% | +10.0% | Added |
| Exencial Wealth Advisors, LLC | 8,690 | $799.1K | 0.03% | −129−1.5% | Reduced |
| Certified Advisory Corp | 8,682 | $798.3K | 0.09% | −1,303−13.0% | Reduced |
| Vista Capital Partners, Inc. | 8,666 | $796.8K | 0.10% | +13+0.2% | Added |
| Banco Santander, S.A. | 8,663 | $796.6K | 0.01% | +980+12.8% | Added |
| Smith, Salley & Associates | 8,612 | $791.9K | 0.05% | −400−4.4% | Reduced |
| JT Stratford LLC | 8,600 | $790.7K | 0.14% | −384−4.3% | Reduced |
| Roberts Glore & Co Inc | 8,577 | $788.7K | 0.24% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 8,565 | $787.5K | 0.13% | +116+1.4% | Added |
| Allred Capital Management, LLC | 8,490 | $780.6K | 0.31% | +8+0.1% | Added |
| Triad Wealth Partners, LLC | 8,485 | $780.2K | 0.24% | +127+1.5% | Added |
| Visionary Horizons, LLC | 8,474 | $779.3K | 0.55% | −1,435−14.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,400 | $772.3K | 0.02% | +1,652+24.5% | Added |
| Atlantic Union Bankshares Corp | 8,384 | $770.9K | 0.05% | +150+1.8% | Added |
| Benin Management CORP | 8,383 | $770.8K | 0.22% | +258+3.2% | Added |
| Shell Asset Management Co | 8,369 | $770.0K | 0.04% | +30.0% | Added |
| Valley Brook Capital Group | 8,357 | $768.4K | 0.60% | +53+0.6% | Added |
| Rodgers Brothers Inc. | 8,343 | $767.1K | 0.10% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 8,337 | $766.6K | 0.07% | +1,542+22.7% | Added |
| Park National Corp | 8,330 | $765.9K | 0.03% | −40.0% | Reduced |
| Grove Bank & Trust | 8,323 | $765.3K | 0.10% | +600+7.8% | Added |
| Centre Asset Management, LLC | 8,317 | $765.0K | 0.20% | +519+6.7% | Added |
| Successful Portfolios LLC | 8,314 | $764.5K | 0.52% | 00.0% | Unchanged |
| Searle & Co. | 8,250 | $758.6K | 0.22% | +2,500+43.5% | Added |
| Symphony Financial, Ltd. Co. | 8,392 | $755.2K | 0.45% | −7,369−46.8% | Reduced |
| Aviance Capital Partners, LLC | 8,210 | $754.9K | 0.11% | −88−1.1% | Reduced |
| Northstar Financial Companies, Inc. | 8,209 | $754.8K | 0.82% | +1,358+19.8% | Added |
| Blalock Williams, LLC | 8,208 | $754.7K | 0.85% | +623+8.2% | Added |
| FCG Investment Co | 8,206 | $754.5K | 0.47% | −23,795−74.4% | Reduced |
| Autumn Glory Partners, LLC | 8,185 | $752.6K | 0.38% | 00.0% | Unchanged |