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 |
|---|---|---|---|---|---|
| Wedgewood Investors Inc | 3,450 | $317.2K | 0.38% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,446 | $316.9K | 0.07% | +27+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,494 | $316.1K | 0.23% | −50−1.4% | Reduced |
| Philip James Wealth Mangement, LLC | 3,420 | $314.5K | 0.04% | −24−0.7% | Reduced |
| Heartland Bank & Trust Co | 3,397 | $312.4K | 0.16% | −483−12.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,383 | $311.1K | 0.05% | −86−2.5% | Reduced |
| Leslie Global Wealth, LLC | 3,379 | $310.7K | 0.15% | +3,379 | New |
| Stephens Consulting, LLC | 3,377 | $310.5K | 0.08% | +452+15.5% | Added |
| Nalls Sherbakoff Group, LLC | 3,357 | $308.7K | 0.25% | +3,357 | New |
| Sentry Investment Management LLC | 3,530 | $308.0K | 0.21% | +3,530 | New |
| DF Dent & Co Inc | 3,341 | $307.2K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,278 | $306.9K | 0.05% | +4,278 | New |
| Willis Johnson & Associates, Inc. | 3,333 | $306.5K | 0.02% | +4+0.1% | Added |
| Zullo Investment Group, Inc. | 3,327 | $305.9K | 0.13% | −35−1.0% | Reduced |
| Gibbs Wealth Management | 3,317 | $305.0K | 0.07% | +165+5.2% | Added |
| USAdvisors Wealth Management, LLC | 3,327 | $305.0K | 0.11% | +77+2.4% | Added |
| Cedar Mountain Advisors, LLC | 3,314 | $304.7K | 0.07% | +26+0.8% | Added |
| Alpha Omega Wealth Management LLC | 3,307 | $304.1K | 0.06% | +200+6.4% | Added |
| Morris Financial Concepts, Inc. | 3,304 | $303.8K | 0.13% | −342−9.4% | Reduced |
| Magnolia Wealth Management, LLC | 3,301 | $303.5K | 0.22% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,301 | $303.5K | 0.02% | +3,301 | New |
| Mallini Complete Financial Planning LLC | – | $303.0K | 0.29% | – | – |
| Bank of New Hampshire | 3,293 | $302.8K | 0.08% | +325+11.0% | Added |
| Summit Wealth Partners, LLC | 3,290 | $302.5K | 0.06% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 3,284 | $301.9K | 0.22% | +4+0.1% | Added |
| PBMares Wealth Management LLC | 3,279 | $301.5K | 0.06% | +5+0.2% | Added |
| Sivia Capital Partners, LLC | 3,275 | $301.2K | 0.14% | +144+4.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $301.0K | 0.29% | +3,274 | New |
| SkyOak Wealth, LLC | 3,265 | $300.2K | 0.07% | +3,265 | New |
| Sittner & Nelson, LLC | 3,261 | $299.8K | 0.13% | +15+0.5% | Added |
| Royal Fund Management, LLC | 3,253 | $299.2K | 0.04% | +21+0.6% | Added |
| Neville Rodie & Shaw Inc | 3,245 | $299.0K | 0.02% | +595+22.5% | Added |
| Insigneo Advisory Services, LLC | 3,249 | $298.7K | 0.03% | +102+3.2% | Added |
| Insight Advisors, LLC | 3,247 | $298.6K | 0.05% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,246 | $298.5K | 0.24% | +3,246 | New |
| Catalyst Financial Partners LLC | 3,242 | $298.1K | 0.05% | −71−2.1% | Reduced |
| Petros Family Wealth, LLC | 3,239 | $297.8K | 0.33% | +68+2.1% | Added |
| Sound Income Strategies, LLC | 3,232 | $297.2K | 0.02% | −4,244−56.8% | Reduced |
| Investment Advisory Services Inc | 3,226 | $296.6K | 0.11% | +18+0.6% | Added |
| Choate Investment Advisors | 3,216 | $295.7K | 0.01% | +52+1.6% | Added |
| Power Wealth Management LLC | 3,204 | $294.6K | 0.12% | +24+0.8% | Added |
| Private Capital Advisors, Inc. | 3,200 | $294.2K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,199 | $294.1K | 0.02% | −61−1.9% | Reduced |
| Zhang Financial LLC | 3,195 | $293.8K | 0.02% | −281−8.1% | Reduced |
| Calton & Associates, Inc. | 3,194 | $293.7K | 0.07% | +3,194 | New |
| Biltmore Wealth Management, LLC | 3,194 | $293.6K | 0.12% | +3+0.1% | Added |
| Coastline Trust Co | 3,188 | $293.1K | 0.04% | +1,008+46.2% | Added |
| Leigh Baldwin & Co., LLC | 3,181 | $292.5K | 0.24% | +12+0.4% | Added |
| Code Waechter LLC | 3,173 | $292.0K | 0.24% | +3,173 | New |
| Chesapeake Wealth Management | 3,173 | $291.8K | 0.10% | −60−1.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,171 | $291.6K | 0.07% | −231−6.8% | Reduced |
| Rossmore Private Capital | 3,164 | $290.9K | 0.04% | +6+0.2% | Added |
| Wela Strategies, Inc. | 3,160 | $290.5K | 0.12% | +45+1.4% | Added |
| Meadow Creek Wealth Advisors LLC | 3,158 | $290.4K | 0.22% | +19+0.6% | Added |
| Eagle Wealth Strategies LLC | 3,156 | $290.2K | 0.18% | −238−7.0% | Reduced |
| Savvy Advisors, Inc. | 3,155 | $290.1K | 0.03% | +85+2.8% | Added |
| Zevin Asset Management LLC | 3,150 | $290.0K | 0.05% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,151 | $289.7K | 0.13% | +3,151 | New |
| Compass Wealth Management LLC | 3,150 | $289.6K | 0.07% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,144 | $289.1K | 0.04% | +16+0.5% | Added |
| PFC Capital Group, Inc. | 3,150 | $289.0K | 0.15% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 3,139 | $288.6K | 0.11% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,137 | $288.5K | 0.11% | −330−9.5% | Reduced |
| Worth Asset Management, LLC | 3,128 | $287.6K | 0.16% | +319+11.4% | Added |
| Pure Financial Advisors, Inc. | 3,124 | $287.3K | 0.01% | +459+17.2% | Added |
| Berkshire Bank | 3,118 | $286.7K | 0.07% | +166+5.6% | Added |
| Gilman Hill Asset Management, LLC | 3,115 | $286.4K | 0.05% | −75−2.4% | Reduced |
| Brookwood Investment Group LLC | 3,115 | $286.4K | 0.05% | +3,115 | New |
| Pure Portfolios Holdings LLC | 3,114 | $286.3K | 0.11% | −198−6.0% | Reduced |
| AMG National Trust Bank | 3,112 | $286.2K | 0.01% | +24+0.8% | Added |
| Kaydan Wealth Management, Inc. | 3,111 | $286.0K | 0.09% | −206−6.2% | Reduced |
| Capital Planning Advisors, LLC | 3,104 | $285.4K | 0.04% | +25+0.8% | Added |
| Colonial Trust Co | 3,103 | $285.3K | 0.04% | −315−9.2% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $285.0K | 0.17% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,090 | $284.1K | 0.01% | +7+0.2% | Added |
| VeraBank, N.A. | 3,077 | $282.9K | 0.08% | −197−6.0% | Reduced |
| Warwick Investment Management, Inc. | 3,073 | $282.6K | 0.06% | +232+8.2% | Added |
| Rappaport Reiches Capital Management, LLC | 3,068 | $282.1K | 0.07% | +221+7.8% | Added |
| Peak Asset Management, LLC | 3,060 | $281.4K | 0.05% | −810−20.9% | Reduced |
| Barnett & Company, Inc. | 3,058 | $281.2K | 0.24% | −10.0% | Reduced |
| Argus Investors' Counsel, Inc. | 3,049 | $280.4K | 0.21% | −7−0.2% | Reduced |
| Prospect Financial Services LLC | 3,049 | $280.4K | 0.16% | +49+1.6% | Added |
| Paragon Private Wealth Management, LLC | 3,031 | $278.7K | 0.13% | +3,031 | New |
| Ironsides Asset Advisors, LLC | 3,030 | $278.6K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,028 | $278.4K | 0.01% | +78+2.6% | Added |
| Davis R M Inc | 3,024 | $278.0K | 0.01% | +18+0.6% | Added |
| Searcy Financial Services Inc | 3,018 | $277.5K | 0.12% | −162−5.1% | Reduced |
| Gryphon Financial Partners LLC | 3,017 | $277.4K | 0.04% | +147+5.1% | Added |
| Grandview Asset Management LLC | 3,008 | $277.0K | 0.11% | +19+0.6% | Added |
| Investors Asset Management of Georgia Inc | 3,002 | $276.0K | 0.14% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $275.9K | 0.12% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,000 | $275.9K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $275.9K | 0.19% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,000 | $275.9K | 0.26% | +3,000 | New |
| KRS Capital Management, LLC | 3,000 | $275.8K | 0.22% | −133−4.2% | Reduced |
| CRA Financial Services, LLC | 2,999 | $275.8K | 0.05% | 00.0% | Unchanged |
| Baader Bank INC | 3,040 | $275.7K | 0.03% | +164+5.7% | Added |
| First Financial Bankshares Inc | 2,993 | $275.2K | 0.01% | 00.0% | Unchanged |
| Gerber, LLC | 2,984 | $274.3K | 0.23% | −61−2.0% | Reduced |
| Ardent Capital Management, Inc. | 2,982 | $274.2K | 0.12% | −147−4.7% | Reduced |