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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 8,163 | $750.5K | 0.39% | +734+9.9% | Added |
| White Lighthouse Investment Management Inc. | 8,159 | $750.2K | 0.13% | −2,070−20.2% | Reduced |
| Beacon Financial Group | 8,159 | $750.2K | 0.08% | +55+0.7% | Added |
| Park Square Financial Group, LLC | 8,141 | $748.6K | 0.59% | −181−2.2% | Reduced |
| AXA S.A. | 8,140 | $748.5K | 0.00% | +8,140 | New |
| Private Capital Management, LLC | 8,122 | $746.8K | 0.08% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 8,113 | $746.1K | 0.31% | +49+0.6% | Added |
| CX Institutional | 8,109 | $746.0K | 0.03% | +634+8.5% | Added |
| Groesbeck Investment Management Corp | 8,100 | $745.0K | 1.04% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8,050 | $740.2K | 0.39% | +505+6.7% | Added |
| W Advisors, LLC | 8,022 | $737.6K | 0.46% | +54+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 8,014 | $736.8K | 0.01% | +59+0.7% | Added |
| Ambassador Advisors, LLC | 8,010 | $736.5K | 0.13% | +208+2.7% | Added |
| Archer Investment Corp | 8,007 | $736.2K | 0.19% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 8,004 | $736.0K | 0.13% | −17−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,974 | $733.2K | 0.04% | −406−4.8% | Reduced |
| Fiduciary Trust Co | 7,961 | $732.0K | 0.01% | −7−0.1% | Reduced |
| Element Wealth, LLC | 7,952 | $731.2K | 0.39% | −365−4.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7,900 | $726.4K | 0.34% | +5,200+192.6% | Added |
| Golden State Equity Partners | 7,891 | $725.6K | 0.14% | −3,648−31.6% | Reduced |
| SageOak Financial, LLC | 7,844 | $721.3K | 0.64% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 7,815 | $718.6K | 0.61% | 00.0% | Unchanged |
| Norden Group LLC | 7,812 | $718.4K | 0.08% | −312−3.8% | Reduced |
| ProVise Management Group, LLC | 7,753 | $712.9K | 0.06% | −513−6.2% | Reduced |
| Prairie Sky Financial Group LLC | 7,745 | $712.2K | 0.42% | 00.0% | Unchanged |
| Eastern Bank | 7,720 | $709.9K | 0.01% | +650+9.2% | Added |
| Northstar Advisory Group, LLC | 7,710 | $709.0K | 0.46% | −496−6.0% | Reduced |
| Baker Boyer National Bank | 7,691 | $707.2K | 0.26% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,690 | $707.1K | 0.16% | +1,126+17.2% | Added |
| Wealth Dimensions Group, Ltd. | 7,684 | $706.6K | 0.17% | −224−2.8% | Reduced |
| Sonora Investment Management Group, LLC | 7,640 | $702.5K | 0.06% | +368+5.1% | Added |
| Sar Wealth Management Group, LLC | 7,634 | $701.9K | 0.47% | +59+0.8% | Added |
| BluePath Capital Management, LLC | 7,604 | $699.2K | 0.73% | −4,699−38.2% | Reduced |
| Midland Wealth Advisors LLC | 7,584 | $697.3K | 0.04% | −881−10.4% | Reduced |
| FourThought Financial Partners, LLC | 7,567 | $695.8K | 0.07% | −266−3.4% | Reduced |
| Farringdon Capital, Ltd. | 7,529 | $692.3K | 0.35% | +7,529 | New |
| Skyline Advisors, Inc. | 7,507 | $690.3K | 0.27% | −10−0.1% | Reduced |
| Franklin Street Advisors Inc | 7,443 | $684.0K | 0.05% | −748−9.1% | Reduced |
| Polymer Capital Management (US) LLC | 7,437 | $683.8K | 0.21% | +7,437 | New |
| Abel Hall, LLC | 7,404 | $680.8K | 0.41% | +541+7.9% | Added |
| Modern Wealth Management, LLC | 7,393 | $679.8K | 0.02% | −1,556−17.4% | Reduced |
| First Command Advisory Services, Inc. | 7,378 | $678.4K | 0.01% | −1,634−18.1% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,375 | $678.3K | 0.51% | +6+0.1% | Added |
| WMG Financial Advisors, LLC | 7,352 | $676.1K | 0.29% | −7,563−50.7% | Reduced |
| McLean Asset Management Corp | 7,729 | $671.3K | 0.22% | −128−1.6% | Reduced |
| Delta Financial Group, Inc. | 7,553 | $671.0K | 0.15% | −268−3.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,293 | $670.6K | 0.41% | +95+1.3% | Added |
| Financial Enhancement Group LLC | 7,297 | $670.3K | 0.10% | +3,312+83.1% | Added |
| Tritonpoint Wealth, LLC | 7,273 | $668.7K | 0.06% | +46+0.6% | Added |
| HBK Sorce Advisory LLC | 7,241 | $665.8K | 0.02% | −3,183−30.5% | Reduced |
| Asset Planning Corporation | 7,235 | $665.3K | 0.39% | 00.0% | Unchanged |
| David J Yvars Group | 7,233 | $665.1K | 0.52% | +4+0.1% | Added |
| Conning Inc. | 7,233 | $665.1K | 0.02% | +139+2.0% | Added |
| AlphaCore Capital LLC | 7,213 | $663.2K | 0.06% | +1,318+22.4% | Added |
| Beacon Investment Advisors LLC | 7,212 | $663.2K | 0.31% | +228+3.3% | Added |
| Steel Peak Wealth Management LLC | 7,197 | $661.7K | 0.03% | −31,561−81.4% | Reduced |
| City State Bank | 7,187 | $660.8K | 0.22% | 00.0% | Unchanged |
| Country Trust Bank | 7,183 | $660.5K | 0.02% | +45+0.6% | Added |
| Atlantic Trust, LLC | 7,177 | $660.0K | 0.15% | +238+3.4% | Added |
| Bath Savings Trust Co | 7,175 | $659.7K | 0.07% | −359−4.8% | Reduced |
| Atlas Wealth Partners, LLC | 7,162 | $659.0K | 0.81% | +740+11.5% | Added |
| Berger Financial Group, Inc | 7,141 | $656.6K | 0.05% | −30−0.4% | Reduced |
| Lathrop Investment Management Corp | 7,126 | $655.0K | 0.13% | +30.0% | Added |
| Richwood Investment Advisors, LLC | 7,108 | $653.6K | 0.56% | −425−5.6% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $651.9K | 0.36% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,083 | $651.3K | 0.06% | +295+4.3% | Added |
| Sentry LLC | 7,081 | $651.1K | 0.13% | +2,958+71.7% | Added |
| Destination Wealth Management | 7,076 | $650.6K | 0.02% | −347−4.7% | Reduced |
| Patten Group, Inc. | 7,074 | $650.5K | 0.15% | −32−0.5% | Reduced |
| Abound Wealth Management | 7,053 | $648.5K | 0.22% | −145−2.0% | Reduced |
| First Business Financial Services, Inc. | 7,050 | $648.2K | 0.06% | −440−5.9% | Reduced |
| Davidson Trust Co | 7,045 | $647.8K | 0.31% | +7,045 | New |
| Formidable Asset Management, LLC | 7,028 | $646.2K | 0.11% | −107−1.5% | Reduced |
| First Dallas Securities Inc. | 7,020 | $645.0K | 0.27% | 00.0% | Unchanged |
| Marex Group plc | 7,000 | $643.6K | 0.01% | −2,500−26.3% | Reduced |
| Chicago Capital, LLC | 6,991 | $642.8K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 6,984 | $642.2K | 0.01% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 6,964 | $640.4K | 0.13% | −31−0.4% | Reduced |
| Baldwin Brothers Inc | 6,964 | $640.3K | 0.04% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 7,000 | $637.9K | 0.40% | −12,000−63.2% | Reduced |
| Tower Bridge Advisors | 6,894 | $633.9K | 0.07% | +150+2.2% | Added |
| Wealth Alliance Advisory Group, LLC | 6,884 | $633.0K | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,884 | $633.0K | 0.01% | +1,149+20.0% | Added |
| Evergreen Capital Management LLC | 6,881 | $632.7K | 0.02% | +371+5.7% | Added |
| Koss-Olinger Consulting, LLC | 6,878 | $632.0K | 0.05% | +6,878 | New |
| Cidel Asset Management Inc | 6,866 | $631.3K | 0.04% | −480−6.5% | Reduced |
| Congress Asset Management Co | 6,858 | $630.6K | 0.00% | −300−4.2% | Reduced |
| Finward Bancorp | 6,856 | $630.4K | 0.55% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,851 | $629.9K | 0.03% | +88+1.3% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $627.9K | 0.11% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 6,809 | $626.1K | 0.42% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 6,803 | $625.6K | 0.24% | −158−2.3% | Reduced |
| Union Savings Bank | 6,796 | $624.9K | 0.31% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 6,794 | $624.7K | 0.16% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,771 | $622.6K | 0.06% | +10.0% | Added |
| Values First Advisors, Inc. | 6,768 | $621.6K | 0.36% | +122+1.8% | Added |
| Howard Capital Management Inc. | 6,759 | $621.5K | 0.02% | −711−9.5% | Reduced |
| Madden Securities Corp | 6,750 | $620.7K | 0.24% | −2,500−27.0% | Reduced |
| SFMG, LLC | 6,728 | $618.7K | 0.05% | +575+9.3% | Added |
| Fox Run Management, L.L.C. | 6,715 | $617.4K | 0.10% | +6,715 | New |