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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 2,979 | $273.9K | 0.08% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,976 | $273.6K | 0.27% | +3+0.1% | Added |
| Berry Wealth Group, LP | 2,966 | $272.7K | 0.21% | +13+0.4% | Added |
| Athena Investment Management | 2,958 | $272.0K | 0.16% | −165−5.3% | Reduced |
| Peak Retirement Planning, Inc. | 2,958 | $272.0K | 0.15% | +2,958 | New |
| Soltis Investment Advisors LLC | 2,955 | $271.7K | 0.02% | −346−10.5% | Reduced |
| Lazari Capital Management, Inc. | 2,950 | $271.3K | 0.11% | −244−7.6% | Reduced |
| Beck Mack & Oliver LLC | 2,950 | $271.3K | 0.01% | −500−14.5% | Reduced |
| Strategic Advisors LLC | 2,943 | $270.6K | 0.05% | −1,573−34.8% | Reduced |
| Glass Wealth Management Co LLC | 2,940 | $270.3K | 0.16% | −625−17.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,930 | $269.4K | 0.02% | +1,667+132.0% | Added |
| Harvey Investment Co LLC | 2,926 | $269.0K | 0.03% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,924 | $268.9K | 0.10% | +46+1.6% | Added |
| Ironwood Investment Counsel, LLC | 2,918 | $268.4K | 0.05% | +245+9.2% | Added |
| Saxony Capital Management, LLC | 2,907 | $267.3K | 0.23% | −161−5.2% | Reduced |
| Gateway Investment Advisers LLC | 2,906 | $267.2K | 0.00% | +7+0.2% | Added |
| Continuum Advisory, LLC | 2,906 | $267.2K | 0.03% | +1,126+63.3% | Added |
| Buttonwood Financial Advisors Inc. | 2,905 | $267.1K | 0.12% | 00.0% | Unchanged |
| Intellus Advisors LLC | 2,902 | $266.8K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 2,896 | $266.3K | 0.27% | +10.0% | Added |
| FDx Advisors, Inc. | 2,891 | $266.0K | 0.09% | −451−13.5% | Reduced |
| Octavia Wealth Advisors, LLC | 2,892 | $265.9K | 0.03% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,892 | $265.9K | 0.17% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,885 | $265.2K | 0.01% | +2,885 | New |
| Councilmark Asset Management, LLC | 2,883 | $265.1K | 0.18% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 2,879 | $264.8K | 0.23% | −62−2.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 2,878 | $264.6K | 0.05% | −5−0.2% | Reduced |
| N.E.W. Advisory Services LLC | 2,874 | $264.3K | 0.02% | +31+1.1% | Added |
| Forefront Wealth Management Inc. | 2,872 | $264.0K | 0.24% | −41−1.4% | Reduced |
| Cannon Wealth Management Services, LLC | 2,864 | $263.8K | 0.24% | −277−8.8% | Reduced |
| Exchange Capital Management, Inc. | 2,869 | $263.8K | 0.04% | −65−2.2% | Reduced |
| Northwest Bancshares, Inc. | 2,867 | $263.6K | 0.05% | −160−5.3% | Reduced |
| Chelsea Counsel Co | 2,855 | $262.5K | 0.14% | +100+3.6% | Added |
| Williams Jones Wealth Management, LLC. | 2,828 | $260.0K | 0.00% | −625−18.1% | Reduced |
| Haven Capital Group, Inc. | 2,825 | $260.0K | 0.29% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,827 | $260.0K | 0.12% | +118+4.4% | Added |
| North Star Asset Management Inc | 2,826 | $259.9K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,818 | $259.1K | 0.14% | −251−8.2% | Reduced |
| E Fund Management Co., Ltd. | 2,817 | $259.0K | 0.01% | +105+3.9% | Added |
| Optimize Financial Inc | 2,816 | $258.9K | 0.10% | +2,816 | New |
| Advyzon Investment Management, LLC | 2,812 | $258.6K | 0.09% | −98−3.4% | Reduced |
| FSA Wealth Management LLC | 2,812 | $258.6K | 0.11% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,808 | $258.2K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,807 | $258.0K | 0.06% | +2,807 | New |
| Brown Financial Advisory | 2,803 | $257.7K | 0.16% | +316+12.7% | Added |
| Peoples Bank | 2,800 | $257.5K | 0.17% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,788 | $256.4K | 0.11% | +2,788 | New |
| Evanson Asset Management, LLC | 2,779 | $255.5K | 0.02% | +2,779 | New |
| Pine Haven Investment Counsel, Inc | 2,773 | $255.0K | 0.21% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,770 | $254.7K | 0.02% | −19,667−87.7% | Reduced |
| Boyar Asset Management Inc. | 2,765 | $254.2K | 0.18% | −600−17.8% | Reduced |
| MJP Associates Inc | 2,764 | $254.2K | 0.05% | +159+6.1% | Added |
| 44 Wealth Management LLC | 2,754 | $253.2K | 0.10% | −123−4.3% | Reduced |
| NorthStar Asset Management LLC | 2,748 | $252.7K | 0.16% | +2,748 | New |
| 111 Capital | 2,740 | $251.9K | 0.05% | −4,647−62.9% | Reduced |
| Gradient Investments LLC | 2,725 | $250.6K | 0.01% | +20+0.7% | Added |
| Pavion Blue Capital, LLC | 2,715 | $249.6K | 0.12% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,714 | $249.6K | 0.04% | −29−1.1% | Reduced |
| KLCM Advisors, Inc. | 2,708 | $249.0K | 0.03% | −24−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,021 | $248.7K | 0.08% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 2,705 | $248.7K | 0.03% | +22+0.8% | Added |
| Callahan Advisors, LLC | 2,700 | $248.3K | 0.02% | +125+4.9% | Added |
| Landscape Capital Management, L.L.C. | 2,699 | $248.2K | 0.02% | +2,699 | New |
| Oxford Financial Group Ltd | 2,698 | $248.1K | 0.02% | −1,217−31.1% | Reduced |
| Crew Capital Management, Ltd. | 2,698 | $248.1K | 0.20% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $248.1K | 0.08% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 2,696 | $247.9K | 0.14% | −205−7.1% | Reduced |
| Strategic Financial Services, Inc, | 2,689 | $247.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,682 | $246.6K | 0.05% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,676 | $246.1K | 0.08% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,671 | $245.6K | 0.10% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 2,670 | $245.5K | 0.14% | −14−0.5% | Reduced |
| Turning Point Benefit Group, Inc. | 2,814 | $245.4K | 0.23% | −1,305−31.7% | Reduced |
| Resonant Capital Advisors, LLC | 2,661 | $244.7K | 0.02% | +2,661 | New |
| Unified Investment Management | 2,656 | $244.2K | 0.29% | +10.0% | Added |
| Chickasaw Capital Management LLC | 2,652 | $244.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 2,650 | $243.7K | 0.00% | +10.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,640 | $242.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,634 | $242.2K | 0.01% | +131+5.2% | Added |
| Parkside Financial Bank & Trust | 2,626 | $241.5K | 0.03% | +113+4.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $241.1K | 0.00% | 00.0% | Unchanged |
| NBW Capital LLC | 2,617 | $240.6K | 0.05% | +2,617 | New |
| Nova R Wealth, Inc. | 2,616 | $240.5K | 0.12% | +2+0.1% | Added |
| Colonial River Wealth Management, LLC | 2,612 | $240.2K | 0.13% | −1,138−30.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,611 | $240.1K | 0.01% | +10.0% | Added |
| Barlow Wealth Partners, Inc. | 2,653 | $239.9K | 0.03% | +2,653 | New |
| Wood Tarver Financial Group, LLC | 2,609 | $239.9K | 0.08% | −387−12.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,606 | $239.6K | 0.18% | +2,606 | New |
| Laffer Tengler Investments | 2,600 | $239.1K | 0.05% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,591 | $238.3K | 0.06% | −184−6.6% | Reduced |
| Marcum Wealth, LLC | 2,589 | $238.1K | 0.02% | −225−8.0% | Reduced |
| Princeton Global Asset Management LLC | 2,585 | $237.7K | 0.05% | −575−18.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,580 | $237.2K | 0.08% | +100+4.0% | Added |
| Q3 Asset Management | 2,586 | $237.0K | 0.16% | +2,586 | New |
| Alteri Wealth LLC | 2,577 | $236.9K | 0.10% | −357−12.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,576 | $236.8K | 0.02% | +2,576 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,574 | $236.7K | 0.02% | −19−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 2,573 | $236.6K | 0.10% | +7+0.3% | Added |
| Longboard Asset Management, LP | 2,573 | $236.6K | 0.69% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,570 | $236.3K | 0.06% | −260−9.2% | Reduced |