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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 4,737 | $435.5K | 0.13% | +714+17.7% | Added |
| Tranquility Partners, LLC | 4,729 | $434.8K | 0.17% | −3−0.1% | Reduced |
| RB Capital Management, LLC | 4,729 | $434.8K | 0.11% | −159−3.3% | Reduced |
| Manske Wealth Management | 4,720 | $434.0K | 0.16% | −230−4.6% | Reduced |
| Boston Research & Management Inc | 4,710 | $433.1K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,706 | $432.7K | 0.15% | −60−1.3% | Reduced |
| Bridges Investment Management Inc | 4,689 | $431.2K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 4,678 | $430.3K | 0.62% | +4,678 | New |
| T. Rowe Price Investment Management, Inc. | 4,671 | $430.0K | 0.00% | +4,671 | New |
| EWG Elevate Inc. | 4,667 | $429.1K | 0.16% | +3+0.1% | Added |
| Thomas Story & Son LLC | 4,650 | $427.6K | 0.17% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,645 | $427.1K | 0.01% | +182+4.1% | Added |
| AdviceOne Advisory Services, LLC | 4,633 | $426.0K | 0.35% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,629 | $426.0K | 0.06% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,629 | $425.7K | 0.09% | −1,183−20.4% | Reduced |
| Drive Wealth Management, LLC | 4,621 | $424.9K | 0.10% | +165+3.7% | Added |
| KG&L Capital Management,LLC | 4,674 | $424.9K | 0.14% | −44−0.9% | Reduced |
| L2 Asset Management, LLC | 4,620 | $424.8K | 0.09% | +416+9.9% | Added |
| Sargent Investment Group, LLC | 4,619 | $424.7K | 0.07% | +20.0% | Added |
| Duncker Streett & Co Inc | 4,615 | $424.3K | 0.08% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,660 | $424.3K | 0.28% | −242−4.9% | Reduced |
| Firestone Capital Management | 4,612 | $424.1K | 0.11% | +332+7.8% | Added |
| St Germain D J Co Inc | 4,595 | $422.5K | 0.02% | −3,325−42.0% | Reduced |
| Phoenix Holdings Ltd. | 4,572 | $422.5K | 0.01% | +4,572 | New |
| Avidian Wealth Solutions, LLC | 4,591 | $422.1K | 0.02% | −187−3.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 4,576 | $420.8K | 0.05% | +30+0.7% | Added |
| Smith Anglin Financial, LLC | 4,571 | $420.3K | 0.04% | −2,170−32.2% | Reduced |
| Independent Financial Group, LLC | 4,559 | $419.2K | 0.01% | −227−4.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,559 | $419.2K | 0.06% | +252+5.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,558 | $419.1K | 0.48% | −120−2.6% | Reduced |
| Green Harvest Asset Management LLC | 4,551 | $418.5K | 0.01% | +8+0.2% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $418.4K | 0.34% | +200+4.6% | Added |
| Transcend Wealth Collective, LLC | 4,545 | $417.9K | 0.03% | +521+12.9% | Added |
| MKT Advisors LLC | 4,784 | $417.3K | 0.20% | +8+0.2% | Added |
| Seelaus Asset Management LLC | 4,513 | $415.0K | 0.40% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 4,491 | $412.9K | 0.08% | +4,491 | New |
| Orca Wealth Management, LLC | 4,480 | $411.9K | 0.37% | +20.0% | Added |
| Fortis Advisors, LLC | 4,475 | $411.5K | 0.27% | +750+20.1% | Added |
| Campion Asset Management LLC | 4,474 | $411.4K | 0.32% | 00.0% | Unchanged |
| Members Wealth LLC | 4,467 | $410.8K | 0.31% | +13+0.3% | Added |
| Birch Financial Group, LLC | 4,465 | $410.5K | 0.37% | +2,030+83.4% | Added |
| Investment House LLC | 4,458 | $409.9K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,455 | $409.6K | 0.04% | +25+0.6% | Added |
| J. L. Bainbridge & Co., Inc. | 4,452 | $409.3K | 0.04% | +4+0.1% | Added |
| Fonville Wealth Management LLC | 4,457 | $408.2K | 0.12% | −118−2.6% | Reduced |
| Gsa Capital Partners LLP | 4,432 | $408.0K | 0.04% | −538−10.8% | Reduced |
| V-Square Quantitative Management LLC | 4,437 | $408.0K | 0.06% | −373−7.8% | Reduced |
| Truvestments Capital LLC | 4,436 | $407.9K | 0.09% | +1,407+46.5% | Added |
| Penobscot Investment Management Company, Inc. | 4,435 | $407.8K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,432 | $407.5K | 0.03% | +58+1.3% | Added |
| Gateway Wealth Partners, LLC | 4,429 | $407.2K | 0.09% | +4,429 | New |
| Crews Bank & Trust | 4,425 | $406.9K | 0.07% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,424 | $406.8K | 0.03% | −15−0.3% | Reduced |
| Bey-Douglas LLC | 4,423 | $406.7K | 0.37% | −7−0.2% | Reduced |
| Jane Street Group, LLC | 4,403 | $404.9K | 0.00% | −11,127−71.6% | Reduced |
| World Equity Group, Inc. | 4,449 | $404.0K | 0.12% | −4,605−50.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4,386 | $403.2K | 0.12% | +525+13.6% | Added |
| Trust Co of the South | 4,353 | $400.3K | 0.08% | +44+1.0% | Added |
| Flaharty Asset Management, LLC | 4,350 | $400.0K | 0.06% | −401−8.4% | Reduced |
| Coppell Advisory Solutions LLC | 4,368 | $399.4K | 0.06% | +280+6.8% | Added |
| Plante Moran Financial Advisors, LLC | 4,336 | $398.7K | 0.03% | −402−8.5% | Reduced |
| Wealthspan Partners, LLC | 4,334 | $398.5K | 0.18% | +20.0% | Added |
| Syverson Strege & Co | 4,326 | $397.8K | 0.13% | +62+1.5% | Added |
| Longview Financial Advisors, Inc. | 4,316 | $396.9K | 0.34% | +4+0.1% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,298 | $395.2K | 0.19% | +756+21.3% | Added |
| HC Advisors, LLC | 4,283 | $393.8K | 0.29% | +1,956+84.1% | Added |
| Scotia Capital Inc. | 4,278 | $393.4K | 0.00% | −808−15.9% | Reduced |
| United Advisor Group, LLC | 4,274 | $393.0K | 0.08% | −1,414−24.9% | Reduced |
| Palumbo Wealth Management LLC | 4,261 | $391.8K | 0.13% | +351+9.0% | Added |
| Auxano Advisors, LLC | 4,258 | $391.5K | 0.10% | +457+12.0% | Added |
| Fiducient Advisors LLC | 4,253 | $391.1K | 0.05% | +4,253 | New |
| Archetype Wealth Partners | 4,255 | $391.0K | 0.06% | +1,500+54.4% | Added |
| Agp Franklin, LLC | 4,290 | $390.5K | 0.24% | +126+3.0% | Added |
| Jacobs Levy Equity Management, Inc | 4,241 | $390.0K | 0.00% | −266,546−98.4% | Reduced |
| Legacy Advisors, LLC | 4,240 | $389.9K | 0.04% | −4,643−52.3% | Reduced |
| Keynote Financial Services LLC | 4,238 | $389.7K | 0.28% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,230 | $388.9K | 0.06% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,227 | $388.7K | 0.27% | −400−8.6% | Reduced |
| GEM Asset Management, LLC | 4,230 | $388.4K | 0.22% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,218 | $387.8K | 0.02% | −2,066−32.9% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $386.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,196 | $386.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,193 | $385.5K | 0.03% | +14+0.3% | Added |
| Southland Equity Partners LLC | 4,190 | $385.3K | 0.09% | −54−1.3% | Reduced |
| SageView Advisory Group, LLC | 4,186 | $384.9K | 0.02% | +87+2.1% | Added |
| Brandywine Oak Private Wealth LLC | 4,179 | $384.3K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,175 | $383.9K | 0.29% | – | – |
| Garde Capital, Inc. | 4,174 | $383.8K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,174 | $383.8K | 0.02% | +16+0.4% | Added |
| Level Wealth Management LLC | 4,172 | $383.6K | 0.25% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,166 | $383.1K | 0.11% | −147−3.4% | Reduced |
| Hodges Capital Management Inc. | 4,150 | $382.0K | 0.04% | −50−1.2% | Reduced |
| Sovran Advisors, LLC | 4,159 | $381.8K | 0.05% | +440+11.8% | Added |
| 1st Source Bank | 4,150 | $381.6K | 0.02% | −73−1.7% | Reduced |
| Requisite Capital Management, LLC | 4,144 | $381.0K | 0.09% | −984−19.2% | Reduced |
| Legacy Wealth Management, Inc | 4,143 | $380.9K | 0.03% | −667−13.9% | Reduced |
| Trust Co of Toledo NA | 4,135 | $380.2K | 0.05% | −200−4.6% | Reduced |
| Thompson Investment Management, Inc. | 4,128 | $379.6K | 0.06% | −20.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,120 | $378.8K | 0.00% | −231,338−98.3% | Reduced |