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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 6,709 | $616.9K | 0.05% | +28+0.4% | Added |
| Simon Quick Advisors, LLC | 6,680 | $614.3K | 0.03% | +1,572+30.8% | Added |
| Builder Investment Group Inc | 6,662 | $612.6K | 0.17% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,662 | $612.6K | 0.12% | +152+2.3% | Added |
| TFR Capital, LLC. | 6,660 | $612.4K | 0.25% | +6,660 | New |
| Brown Miller Wealth Management, LLC | 6,659 | $612.3K | 0.21% | +6,659 | New |
| Beta Wealth Group, Inc. | 6,624 | $609.0K | 0.22% | −95−1.4% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $605.0K | 0.19% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 6,566 | $603.7K | 0.55% | +6,566 | New |
| Moneta Group Investment Advisors LLC | 6,558 | $603.1K | 0.01% | −595−8.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,550 | $602.3K | 0.04% | +9+0.1% | Added |
| CVFG LLC | 6,550 | $602.3K | 0.55% | +50+0.8% | Added |
| Mosaic Family Wealth Partners, LLC | 6,540 | $601.4K | 0.09% | +137+2.1% | Added |
| Clarius Group, LLC | 6,502 | $597.9K | 0.04% | −39−0.6% | Reduced |
| River Wealth Advisors LLC | 6,496 | $597.3K | 0.08% | −278−4.1% | Reduced |
| Prosperity Financial Group, Inc. | 6,485 | $596.3K | 0.30% | +21+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 6,470 | $594.9K | 0.04% | −49−0.8% | Reduced |
| Trust Co of Virginia | 6,424 | $590.7K | 0.05% | +136+2.2% | Added |
| Baker Avenue Asset Management, LP | 6,411 | $589.5K | 0.02% | −1,791−21.8% | Reduced |
| Goldstone Financial Group, LLC | 6,407 | $589.1K | 0.09% | −40−0.6% | Reduced |
| Cordatus Wealth Management LLC | 6,410 | $589.0K | 0.16% | +258+4.2% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $588.2K | 0.07% | −46−0.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,450 | $587.8K | 0.20% | +475+7.9% | Added |
| NFP Retirement, Inc. | 6,390 | $587.5K | 0.05% | −158−2.4% | Reduced |
| Welch & Forbes LLC | 6,349 | $583.8K | 0.01% | −429−6.3% | Reduced |
| Strategies Wealth Advisors, LLC | 6,335 | $582.5K | 0.07% | +6,335 | New |
| Bill Few Associates, Inc. | 6,324 | $581.5K | 0.21% | +500+8.6% | Added |
| Aaron Wealth Advisors | 6,318 | $580.9K | 0.07% | +346+5.8% | Added |
| Broyhill Asset Management | 6,317 | $580.8K | 0.47% | 00.0% | Unchanged |
| Citizens Business Bank | 6,298 | $579.1K | 0.13% | +4,026+177.2% | Added |
| Syon Capital LLC | 6,298 | $579.1K | 0.05% | +1,119+21.6% | Added |
| LCNB Corp | 6,295 | $578.8K | 0.21% | +278+4.6% | Added |
| Nilsine Partners, LLC | 6,281 | $577.5K | 0.06% | +125+2.0% | Added |
| BCR Wealth Strategies, LLC | 6,285 | $577.0K | 0.25% | −251−3.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 6,198 | $569.9K | 0.35% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 6,186 | $568.8K | 0.40% | −14−0.2% | Reduced |
| Atlas Brown,Inc. | 6,177 | $567.9K | 0.20% | +73+1.2% | Added |
| Howe & Rusling Inc | 6,171 | $567.4K | 0.05% | +59+1.0% | Added |
| Summitry LLC | 6,150 | $565.5K | 0.03% | +50+0.8% | Added |
| Alamea Verwaltungs GmbH | 6,146 | $565.1K | 0.49% | +6,146 | New |
| FORA Capital, LLC | 6,135 | $564.1K | 0.06% | −37,783−86.0% | Reduced |
| Thrive Wealth Management, LLC | 6,134 | $564.0K | 0.11% | −317−4.9% | Reduced |
| PFW Advisors LLC | 6,114 | $562.2K | 0.18% | +116+1.9% | Added |
| Heritage Wealth Advisors | 6,104 | $561.3K | 0.03% | −223−3.5% | Reduced |
| Trinity Financial Advisors LLC | 6,017 | $557.0K | 0.20% | +1,961+48.3% | Added |
| Reliant Investment Partners, LLC | 6,041 | $555.5K | 0.57% | −74−1.2% | Reduced |
| Cranbrook Wealth Management, LLC | 6,036 | $555.0K | 0.13% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 6,036 | $555.0K | 0.15% | +6,036 | New |
| Capstone Wealth Management, LLC | 6,035 | $554.9K | 0.55% | −902−13.0% | Reduced |
| Bank of Jackson Hole Trust | 6,176 | $554.5K | 0.36% | −60−1.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,030 | $554.5K | 0.14% | −181−2.9% | Reduced |
| Integras Partners LLC | 6,025 | $554.0K | 0.50% | +10.0% | Added |
| Nations Financial Group Inc, | 6,013 | $552.9K | 0.04% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 6,012 | $552.8K | 0.63% | −188−3.0% | Reduced |
| Orion Investment Co | 6,011 | $552.7K | 0.23% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 6,010 | $552.6K | 0.09% | +201+3.5% | Added |
| BankPlus Trust Department | 6,008 | $552.4K | 0.18% | +29+0.5% | Added |
| Lindbrook Capital, LLC | 6,008 | $552.4K | 0.05% | +159+2.7% | Added |
| United Capital Management of KS, Inc. | 5,998 | $551.5K | 0.11% | +285+5.0% | Added |
| Legacy Financial Strategies, LLC | 5,994 | $551.2K | 0.12% | −15−0.2% | Reduced |
| Arcus Capital Partners, LLC | 5,993 | $551.0K | 0.22% | +451+8.1% | Added |
| Red Wave Investments LLC | 5,974 | $549.3K | 0.20% | +3+0.1% | Added |
| Ossiam | 5,970 | $548.9K | 0.01% | −106,592−94.7% | Reduced |
| Arlington Trust Co LLC | 5,952 | $547.3K | 0.12% | −1,466−19.8% | Reduced |
| Capital City Trust Co | 5,945 | $546.6K | 0.15% | +5,945 | New |
| Mirador Capital Partners LP | 5,944 | $546.6K | 0.10% | +260+4.6% | Added |
| Intrua Financial, LLC | 5,907 | $543.1K | 0.09% | +106+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,902 | $542.7K | 0.08% | +35+0.6% | Added |
| Probity Advisors, Inc. | 5,900 | $542.5K | 0.10% | −200−3.3% | Reduced |
| Spirit of America Management Corp | 5,900 | $542.5K | 0.11% | +500+9.3% | Added |
| Verus Financial Partners, Inc. | 5,950 | $541.6K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,885 | $541.1K | 0.31% | −10.0% | Reduced |
| Schulhoff & Co Inc | 5,875 | $540.2K | 0.24% | −125−2.1% | Reduced |
| OMC Financial Services LTD | 5,867 | $539.5K | 0.24% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,856 | $538.5K | 0.05% | +517+9.7% | Added |
| Diligent Investors, LLC | 5,855 | $538.4K | 0.13% | −97−1.6% | Reduced |
| Cross Staff Investments Inc | 5,835 | $536.5K | 0.41% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,833 | $536.3K | 0.25% | 00.0% | Unchanged |
| Charter Trust Co | 5,807 | $534.0K | 0.04% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 5,803 | $533.6K | 0.30% | +97+1.7% | Added |
| Alpha Cubed Investments, LLC | 5,779 | $531.4K | 0.02% | +298+5.4% | Added |
| O'Rourke & Company, Inc | 5,778 | $531.3K | 0.26% | +6+0.1% | Added |
| Knollwood Investment Advisory, LLC | 5,776 | $531.1K | 0.06% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 5,756 | $529.3K | 0.52% | +2,800+94.7% | Added |
| Convergence Investment Partners, LLC | 5,750 | $528.7K | 0.15% | +5,750 | New |
| Summit Asset Management, LLC | 5,746 | $528.4K | 0.09% | +15+0.3% | Added |
| Hickory Point Bank & Trust | 5,743 | $528.1K | 0.46% | −50−0.9% | Reduced |
| Motco | 5,729 | $526.8K | 0.06% | +211+3.8% | Added |
| IVC Wealth Advisors LLC | 5,716 | $525.6K | 0.28% | +4+0.1% | Added |
| Financial Partners Group, LLC | 5,714 | $525.4K | 0.23% | −199−3.4% | Reduced |
| Ausdal Financial Partners, Inc. | 5,686 | $522.9K | 0.04% | +405+7.7% | Added |
| Moody National Bank Trust Division | 5,676 | $521.9K | 0.05% | +398+7.5% | Added |
| Journey Strategic Wealth LLC | 5,668 | $521.2K | 0.02% | +728+14.7% | Added |
| Fee-Only Financial Planning, L.C. | 5,650 | $519.5K | 0.35% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 5,629 | $517.5K | 0.17% | −127−2.2% | Reduced |
| Centiva Capital, LP | 5,628 | $517.5K | 0.03% | +5,628 | New |
| Davy Global Fund Management Ltd | 5,625 | $517.2K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,623 | $517.1K | 0.03% | −376−6.3% | Reduced |
| Apexium Financial, LP | 5,623 | $517.0K | 0.03% | +853+17.9% | Added |
| TBH Global Asset Management, LLC | 5,617 | $516.4K | 0.10% | −455−7.5% | Reduced |