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 |
|---|---|---|---|---|---|
| Oak Thistle LLC | 4,085 | $375.6K | 0.08% | +4,085 | New |
| Claris Financial LLC | 4,560 | $375.4K | 0.25% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,081 | $375.2K | 0.23% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 4,078 | $375.0K | 0.16% | +3,047+295.5% | Added |
| Oak Hill Wealth Advisors, LLC | 4,075 | $374.7K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,061 | $373.0K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,080 | $372.1K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,044 | $371.8K | 0.03% | −1,582−28.1% | Reduced |
| ESL Trust Services, LLC | 4,043 | $371.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,031 | $370.6K | 0.12% | +32+0.8% | Added |
| Worth Financial Advisory Group, LLC | 4,027 | $370.3K | 0.24% | +4,027 | New |
| STAR Financial Bank | 4,021 | $369.7K | 0.27% | −346−7.9% | Reduced |
| American Financial Advisors, LLC | 4,021 | $369.7K | 0.05% | −603−13.0% | Reduced |
| 4WEALTH Advisors, Inc. | 4,018 | $369.5K | 0.41% | −214−5.1% | Reduced |
| Altshuler Shaham Ltd | 4,014 | $369.1K | 0.01% | +2,491+163.6% | Added |
| Fagan Associates, Inc. | 4,011 | $368.9K | 0.06% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,000 | $367.8K | 0.15% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,999 | $367.7K | 0.00% | −10.0% | Reduced |
| Semmax Financial Advisors Inc. | 4,067 | $367.5K | 0.10% | +29+0.7% | Added |
| Plancorp, LLC | 3,996 | $367.4K | 0.01% | +196+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,988 | $366.7K | 0.01% | +25+0.6% | Added |
| Park Place Capital Corp | 3,980 | $366.0K | 0.10% | −1,047−20.8% | Reduced |
| BLB&B Advisors, LLC | 3,979 | $365.9K | 0.02% | −37−0.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,978 | $365.8K | 0.18% | +15+0.4% | Added |
| Cooper Financial Group | 3,976 | $365.6K | 0.05% | +337+9.3% | Added |
| Huntleigh Advisors, Inc. | 3,962 | $364.4K | 0.06% | −27−0.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,959 | $364.1K | 0.09% | −349−8.1% | Reduced |
| Simplicity Wealth,LLC | 3,948 | $363.0K | 0.03% | +3,948 | New |
| Advisory Alpha, LLC | 3,944 | $362.6K | 0.01% | +80+2.1% | Added |
| Wayfinding Financial, LLC | 3,945 | $362.0K | 0.16% | +42+1.1% | Added |
| Mogy Joel R Investment Counsel Inc | 3,933 | $361.6K | 0.02% | −100−2.5% | Reduced |
| Bourne Lent Asset Management Inc | 3,931 | $361.5K | 0.16% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,929 | $361.2K | 0.06% | 00.0% | Unchanged |
| Spinnaker Trust | 3,928 | $361.2K | 0.02% | +3,928 | New |
| Klingman & Associates, LLC | 3,922 | $360.6K | 0.02% | +83+2.2% | Added |
| Elite Financial, Inc. | 3,919 | $360.0K | 0.19% | −619−13.6% | Reduced |
| Financial Advisors, LLC | 3,912 | $359.7K | 0.07% | +31+0.8% | Added |
| Quent Capital, LLC | 3,909 | $359.4K | 0.04% | +66+1.7% | Added |
| Wealth Group, Ltd. | 3,896 | $358.0K | 0.23% | −1,873−32.5% | Reduced |
| ICONIQ Capital, LLC | 3,893 | $358.0K | 0.01% | −152−3.8% | Reduced |
| Institute for Wealth Management, LLC. | 3,885 | $357.3K | 0.05% | −99−2.5% | Reduced |
| Signal Advisors Wealth, LLC | 3,879 | $356.7K | 0.03% | −106−2.7% | Reduced |
| Platform Technology Partners | 3,872 | $356.0K | 0.10% | +145+3.9% | Added |
| Genesis Private Wealth, LLC | 3,860 | $354.9K | 0.19% | +64+1.7% | Added |
| Narwhal Capital Management | 3,859 | $354.8K | 0.03% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,855 | $354.5K | 0.05% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,854 | $354.0K | 0.09% | −1,718−30.8% | Reduced |
| FLC Capital Advisors | 3,840 | $353.1K | 0.08% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,823 | $351.5K | 0.21% | −41−1.1% | Reduced |
| O'Brien Greene & Co. Inc | 3,821 | $351.3K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,808 | $350.1K | 0.16% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,802 | $349.6K | 0.10% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,796 | $349.1K | 0.07% | +10.0% | Added |
| King Wealth | 3,783 | $348.0K | 0.05% | +146+4.0% | Added |
| Tennessee Valley Asset Management Partners | 3,785 | $348.0K | 0.06% | +3,785 | New |
| SIMA Wealth Partners, LLC | 3,780 | $347.6K | 0.29% | +31+0.8% | Added |
| Investment Planning Advisors, Inc. | 3,735 | $343.4K | 0.14% | +233+6.7% | Added |
| Lloyd Advisory Services, LLC. | 3,727 | $342.7K | 0.17% | +106+2.9% | Added |
| Douglass Winthrop Advisors, LLC | 3,725 | $342.5K | 0.01% | −156−4.0% | Reduced |
| Ellis Investment Partners, LLC | 3,717 | $341.7K | 0.07% | +19+0.5% | Added |
| D'Orazio & Associates, Inc. | 3,712 | $341.3K | 0.05% | +134+3.7% | Added |
| MBB Public Markets I LLC | 3,690 | $339.3K | 0.04% | +3,690 | New |
| Quotient Wealth Partners, LLC | 3,678 | $338.2K | 0.01% | +140+4.0% | Added |
| Fusion Capital, LLC | 3,675 | $337.9K | 0.13% | −35−0.9% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $337.7K | 0.07% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $337.5K | 0.07% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,636 | $334.3K | 0.19% | −54−1.5% | Reduced |
| OMNI 360 Wealth, Inc. | 3,628 | $333.6K | 0.22% | −20−0.5% | Reduced |
| Shufro Rose & Co LLC | 3,627 | $333.5K | 0.03% | +748+26.0% | Added |
| Hall Capital Management Co Inc | 3,615 | $332.4K | 0.15% | +118+3.4% | Added |
| Charles Schwab Trust Co | 3,609 | $331.8K | 0.03% | −1,050−22.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,607 | $331.7K | 0.05% | −65−1.8% | Reduced |
| Tyler-Stone Wealth Management | 3,606 | $331.6K | 0.06% | +18+0.5% | Added |
| Proficio Capital Partners LLC | 3,599 | $330.9K | 0.03% | +52+1.5% | Added |
| IFC Advisors LLC | 3,595 | $330.6K | 0.07% | −55−1.5% | Reduced |
| First Citizens Financial Corp | 3,592 | $330.3K | 0.19% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 3,583 | $329.5K | 0.17% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,583 | $329.5K | 0.05% | +3,583 | New |
| Washington Trust Co | 3,560 | $327.3K | 0.01% | −200−5.3% | Reduced |
| VSM Wealth Advisory, LLC | 3,549 | $326.4K | 0.12% | +2+0.1% | Added |
| New Hampshire Trust | 3,543 | $325.8K | 0.07% | +45+1.3% | Added |
| Aspen Grove Capital, LLC | 3,533 | $324.9K | 0.06% | +111+3.2% | Added |
| Wealth Management Nebraska | 3,531 | $324.7K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,530 | $324.6K | 0.03% | +509+16.8% | Added |
| Brass Tax Wealth Management, Inc | 3,527 | $324.3K | 0.07% | +155+4.6% | Added |
| Enclave Advisors LLC | 3,526 | $324.2K | 0.06% | +14+0.4% | Added |
| New Republic Capital, LLC | 3,525 | $324.1K | 0.14% | +247+7.5% | Added |
| First American Trust, FSB | 3,518 | $323.5K | 0.03% | −351−9.1% | Reduced |
| Symmetry Partners, LLC | 3,516 | $323.3K | 0.04% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $321.8K | 0.05% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,496 | $321.5K | 0.01% | +3,496 | New |
| Integris Wealth Management, LLC | 3,488 | $320.7K | 0.09% | −112−3.1% | Reduced |
| Stanley-Laman Group, Ltd. | 3,485 | $320.4K | 0.05% | −49−1.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,477 | $319.7K | 0.01% | +3,477 | New |
| Arbor Trust Wealth Advisors, LLC | 3,471 | $319.2K | 0.15% | −169−4.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,460 | $318.1K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,459 | $318.1K | 0.20% | +340+10.9% | Added |
| Crestwood Advisors Group LLC | 3,454 | $317.6K | 0.01% | +798+30.0% | Added |
| Sterling Capital Management LLC | 3,452 | $317.4K | 0.00% | +28+0.8% | Added |
| Stonebridge Capital Advisors LLC | 3,452 | $317.4K | 0.03% | −234−6.3% | Reduced |