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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,612 | $516.0K | 0.20% | +950+20.4% | Added |
| Capital Asset Advisory Services LLC | 5,640 | $515.0K | 0.03% | +98+1.8% | Added |
| Ballew Advisors, Inc | 5,730 | $514.9K | 0.35% | −119−2.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 5,600 | $514.9K | 0.04% | 00.0% | Unchanged |
| SCS Capital Management LLC | 5,597 | $514.6K | 0.01% | +5,597 | New |
| GPS Wealth Strategies Group, LLC | 5,593 | $514.3K | 0.07% | −383−6.4% | Reduced |
| Vista Investment Partners II, LLC | 5,592 | $514.2K | 0.28% | +21+0.4% | Added |
| Brighton Securities Corp. | 5,590 | $514.0K | 0.25% | +33+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,590 | $514.0K | 0.33% | +5,590 | New |
| Doliver Advisors, LP | 5,578 | $512.9K | 0.14% | −150−2.6% | Reduced |
| OneAscent Investment Solutions LLC | 5,551 | $510.0K | 0.61% | +5,551 | New |
| Woodward Diversified Capital, LLC | 5,532 | $508.7K | 0.36% | +392+7.6% | Added |
| Donald L. Hagan, LLC | 5,485 | $504.3K | 0.26% | +10.0% | Added |
| Mathes Company, Inc. | 5,450 | $501.0K | 0.20% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 5,439 | $500.1K | 0.29% | −48−0.9% | Reduced |
| Moseley Investment Management Inc | 5,437 | $500.0K | 0.20% | −858−13.6% | Reduced |
| Childress Capital Advisors, LLC | 5,429 | $499.2K | 0.14% | +250+4.8% | Added |
| Legacy Financial Advisors, Inc. | 5,425 | $498.9K | 0.08% | +394+7.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,424 | $498.7K | 0.35% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,415 | $497.9K | 0.04% | −185−3.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,405 | $497.0K | 0.36% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,400 | $496.5K | 0.17% | 00.0% | Unchanged |
| 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 |
| PSI Advisors, LLC | 5,399 | $496.5K | 0.16% | −622−10.3% | Reduced |
| Clarity Wealth Development LLC | 5,396 | $495.8K | 0.55% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,391 | $495.7K | 0.07% | +302+5.9% | Added |
| Cornerstone Wealth Management, LLC | 5,376 | $494.3K | 0.03% | +578+12.0% | Added |
| TruWealth Advisors, LLC | 5,370 | $493.7K | 0.03% | −67−1.2% | Reduced |
| Willis Investment Counsel | 5,367 | $493.5K | 0.03% | +1,800+50.5% | Added |
| Mindset Wealth Management, LLC | 5,356 | $492.5K | 0.19% | +1,043+24.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,347 | $491.7K | 0.10% | −150−2.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,324 | $489.5K | 0.05% | +1,115+26.5% | Added |
| Joel Adams & Associates, Inc. | 5,315 | $488.7K | 0.44% | +200+3.9% | Added |
| Cypress Capital Group | 5,300 | $487.3K | 0.06% | −508−8.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,911 | $486.6K | 0.16% | +822+16.2% | Added |
| Colonial Trust Advisors | 5,282 | $485.7K | 0.04% | +444+9.2% | Added |
| Hartline Investment Corp | 5,260 | $483.7K | 0.06% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,250 | $482.7K | 0.10% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 5,290 | $482.3K | 0.21% | +10.0% | Added |
| First National Bank & Trust Co of Newtown | 5,235 | $481.4K | 0.10% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,218 | $479.8K | 0.13% | +1,251+31.5% | Added |
| United Community Bank | 5,215 | $479.5K | 0.18% | +217+4.3% | Added |
| Consolidated Portfolio Review Corp | 5,213 | $479.3K | 0.08% | +5,213 | New |
| Retirement Planning Group | 5,208 | $478.8K | 0.02% | +228+4.6% | Added |
| FineMark National Bank & Trust | 5,204 | $478.5K | 0.02% | +500+10.6% | Added |
| South Plains Financial, Inc. | 5,194 | $477.6K | 0.37% | −6,180−54.3% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $476.8K | 0.23% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,177 | $476.0K | 0.03% | +68+1.3% | Added |
| Carolinas Wealth Consulting LLC | 5,173 | $475.7K | 0.10% | +41+0.8% | Added |
| GHP Investment Advisors, Inc. | 5,172 | $475.6K | 0.02% | +312+6.4% | Added |
| Armstrong Advisory Group, Inc | 5,765 | $474.6K | 0.04% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,160 | $474.5K | 0.34% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,201 | $474.4K | 0.06% | −382−6.8% | Reduced |
| Cozad Asset Management Inc | 5,150 | $473.5K | 0.05% | −200−3.7% | Reduced |
| Altfest L J & Co Inc | 5,138 | $472.5K | 0.06% | −5,719−52.7% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $472.4K | 0.14% | 00.0% | Unchanged |
| Veracity Capital LLC | 5,110 | $469.9K | 0.18% | −41−0.8% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 5,101 | $469.0K | 0.48% | −3,427−40.2% | Reduced |
| Forum Financial Management, LP | 5,099 | $468.9K | 0.01% | −9−0.2% | Reduced |
| Wealth Quarterback LLC | 5,079 | $467.0K | 0.26% | +277+5.8% | Added |
| Rise Advisors, LLC | 5,073 | $466.4K | 0.21% | −657−11.5% | Reduced |
| Avestar Capital, LLC | 5,068 | $466.0K | 0.04% | −1,224−19.5% | Reduced |
| MBL Wealth, LLC | 5,061 | $465.4K | 0.05% | +5,061 | New |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $465.0K | 0.10% | 00.0% | Unchanged |
| David Loasby | 5,215 | $463.5K | 0.05% | −281−5.1% | Reduced |
| Wynn Capital, LLC | 5,041 | $463.5K | 0.28% | −157−3.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,630 | $463.5K | 0.15% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,038 | $463.2K | 0.07% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,032 | $462.6K | 0.22% | +9+0.2% | Added |
| JB Capital LLC | 5,019 | $461.6K | 0.03% | +4+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 5,139 | $461.4K | 0.09% | +1,909+59.1% | Added |
| Virtue Capital Management, LLC | 5,010 | $460.2K | 0.05% | +347+7.4% | Added |
| Argent Advisors, Inc. | 5,002 | $459.9K | 0.15% | +315+6.7% | Added |
| 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 |
| Rosenberg Matthew Hamilton | 4,994 | $459.2K | 0.12% | −78−1.5% | Reduced |
| Holistic Planning, LLC | 4,986 | $458.5K | 0.16% | +10.0% | Added |
| Bridgewater Advisors Inc. | 5,006 | $457.8K | 0.04% | +5,006 | New |
| Bullock Wealth Management Group | 4,983 | $457.6K | 0.26% | −134−2.6% | Reduced |
| Slagle Financial, LLC | 4,965 | $456.5K | 0.20% | −347−6.5% | Reduced |
| Lokken Investment Group LLC | 4,961 | $456.2K | 0.19% | +218+4.6% | Added |
| Camden Capital, LLC | 4,950 | $455.1K | 0.05% | +57+1.2% | Added |
| Fulton Breakefield Broenniman LLC | 4,921 | $452.5K | 0.03% | −87−1.7% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $452.4K | 0.04% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,885 | $449.2K | 0.04% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 4,876 | $448.3K | 0.59% | −89−1.8% | Reduced |
| Cim Investment Mangement Inc | 4,870 | $447.8K | 0.10% | −4−0.1% | Reduced |
| Godsey & Gibb Associates | 4,858 | $446.7K | 0.04% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 4,848 | $445.8K | 0.37% | +4,848 | New |
| Key Client Fiduciary Advisors, LLC | 4,840 | $445.1K | 0.21% | +76+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 4,835 | $444.6K | 0.01% | +480+11.0% | Added |
| McKinley Carter Wealth Services, Inc. | 4,812 | $442.5K | 0.03% | −702−12.7% | Reduced |
| Two Sigma Investments, LP | 4,800 | $441.4K | 0.00% | −10,800−69.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,798 | $441.2K | 0.08% | +219+4.8% | Added |
| Wealth Management Associates, Inc. | 4,793 | $440.7K | 0.19% | −730−13.2% | Reduced |
| Nadler Financial Group, Inc. | 4,775 | $439.1K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 4,756 | $437.3K | 0.06% | +76+1.6% | Added |
| Univest Financial Corp | 4,751 | $436.9K | 0.03% | +411+9.5% | Added |
| Resolute Wealth Strategies, LLC | 4,742 | $436.0K | 0.24% | +2,169+84.3% | Added |