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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ1 2025: 2,207 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ1 2025: $69.0B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2024.

Institutions holding SO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mayflower Financial Advisors, LLC2,566$236.0K0.04%+23+0.9%Added
Foster Group, Inc.2,565$235.9K0.01%+2,565New
Revolve Wealth Partners, LLC2,558$235.2K0.03%+75+3.0%Added
LMCG Investments, LLC2,550$234.5K0.02%00.0%Unchanged
Horan Securities, Inc.2,544$233.9K0.09%+2+0.1%Added
Meriwether Wealth & Planning, LLC2,542$233.7K0.15%00.0%Unchanged
Traveka Wealth, LLC2,538$233.4K0.13%+2,538New
Keystone Financial Group, Inc.2,558$233.3K0.16%−73−2.8%Reduced
Holos Integrated Wealth LLC2,530$232.6K0.15%00.0%Unchanged
Madrona Financial Services, LLC2,529$232.5K0.06%−11−0.4%Reduced
Catalytic Wealth RIA, LLC2,528$232.4K0.04%+2,528New
Versant Capital Management, Inc2,522$231.9K0.04%+1,260+99.8%Added
Tobam2,507$231.0K0.10%−1,706−40.5%Reduced
Per Stirling Capital Management, LLC.2,502$230.0K0.03%+16+0.6%Added
Greenfield Savings Bank2,501$230.0K0.11%00.0%Unchanged
AA Financial Advisors, LLC2,501$230.0K0.06%00.0%Unchanged
Fayez Sarofim & Co2,500$229.9K0.00%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.2,500$229.9K0.15%00.0%Unchanged
Enhancing Capital LLC2,500$229.9K0.18%00.0%Unchanged
Abacus Planning Group, Inc.2,498$229.7K0.04%+2,498New
Advance Capital Management, Inc.2,489$228.9K0.01%−16−0.6%Reduced
Alexander Labrunerie & Co., Inc.2,486$228.6K0.10%−200−7.4%Reduced
Kingdom Financial Group LLC.2,485$228.5K0.17%−1,208−32.7%Reduced
Tucker Asset Management LLC2,483$228.3K0.07%−224−8.3%Reduced
Opinicus Capital, Inc.2,481$228.2K0.20%−221−8.2%Reduced
Cornerstone Planning Group LLC2,502$228.0K0.05%+264+11.8%Added
Cary Street Partner Investment Advisory LLC2,480$228.0K0.13%+242+10.8%Added
Seven Springs Wealth Group, LLC2,474$227.5K0.08%00.0%Unchanged
Keeler & Nadler Financial Planning & Wealth Management2,496$227.5K0.10%−56−2.2%Reduced
Forbes J M & Co LLP2,472$227.3K0.02%00.0%Unchanged
Jacobsen Capital Management2,468$226.9K0.10%+11+0.4%Added
Santori & Peters2,467$226.9K0.09%+18+0.7%Added
Delta Investment Management, LLC2,466$226.7K0.05%+10.0%Added
Whalen Wealth Management Inc.2,465$226.7K0.15%−116−4.5%Reduced
Outfitter Financial LLC2,465$226.7K0.20%+2,465New
First Financial Bank - Trust Division2,464$226.6K0.02%−352−12.5%Reduced
Glassy Mountain Advisors, Inc.2,464$226.6K0.08%00.0%Unchanged
WealthShield Partners, LLC2,460$226.2K0.03%+2,460New
Alpine Bank Wealth Management2,460$226.2K0.04%+2,460New
Tompkins Financial Corp2,455$225.7K0.02%00.0%Unchanged
Fiduciary Planning LLC2,453$225.6K0.07%+2,453New
Aldebaran Financial Inc.2,450$225.3K0.28%+2,450New
Liberty Capital Management, Inc.2,442$224.5K0.05%+12+0.5%Added
waypoint wealth counsel2,438$224.1K0.14%+3+0.1%Added
SkyView Investment Advisors, LLC2,436$224.0K0.03%+2,436New
LexAurum Advisors, LLC2,431$223.6K0.04%00.0%Unchanged
Founders Financial Alliance, LLC2,431$223.5K0.05%+2,431New
Old Mission Investment Co LLC2,428$223.3K0.07%+2,428New
Axecap Investments, LLC2,426$223.1K0.19%+2,426New
Live Oak Investment Partners2,422$222.7K0.18%––
Floyd Financial Group LLC2,407$221.3K0.20%+2,407New
Prevail Innovative Wealth Advisors, LLC2,405$221.1K0.06%+2,405New
Forbes Financial Planning, Inc.2,404$221.0K0.16%+2,404New
Harvest Fund Management Co., Ltd2,399$221.0K0.01%+120+5.3%Added
Hilton Capital Management, LLC2,400$220.7K0.02%+2,400New
Idaho Trust Bank2,400$220.7K0.09%+2,400New
Catalyst Funds Management Pty Ltd2,400$220.7K0.06%+2,400New
R.H. Investment Group, LLC2,400$220.7K0.21%+2,400New
Atlanta Consulting Group Advisors, LLC2,395$220.2K0.06%−263−9.9%Reduced
Wrapmanager Inc2,393$220.0K0.06%+2,393New
CFO4Life Group, LLC2,392$220.0K0.04%+2,392New
Essex Investment Management Co LLC2,391$219.9K0.05%−9−0.4%Reduced
Oak Family Advisors, LLC2,388$219.6K0.09%+2,388New
Partners in Financial Planning2,386$219.4K0.04%+2,386New
Wealth Architects, LLC2,379$218.7K0.02%+2,379New
MPS Loria Financial Planners, LLC2,374$218.3K0.06%+2,374New
Bank of Stockton2,370$217.9K0.07%+2,370New
RMB Capital Management, LLC2,365$217.5K0.01%+2,365New
Creative Financial Designs Inc2,362$217.2K0.02%+569+31.7%Added
William B. Walkup & Associates, Inc.2,358$216.8K0.13%00.0%Unchanged
BankPlus Wealth Management LLC2,352$216.3K0.16%+2,352New
Greenfield Seitz Capital Management, LLC2,339$215.1K0.08%+2,339New
CVA Family Office, LLC2,336$214.8K0.03%+212+10.0%Added
Frederick Financial Consultants, LLC2,329$214.1K0.15%+2,329New
Sonata Capital Group Inc2,325$214.0K0.09%+2,325New
Accredited Investors Inc.2,326$213.9K0.01%+2,326New
Muirfield Wealth Advisors LLC2,320$213.3K0.18%+2,320New
Smithfield Trust Co2,315$213.0K0.01%+400+20.9%Added
Annis Gardner Whiting Capital Advisors, LLC2,312$212.6K0.09%00.0%Unchanged
Noesis Capital Mangement Corp2,311$212.5K0.04%+2,311New
Braun-Bostich & Associates Inc.2,310$212.4K0.16%+2,310New
Phillips Wealth Planners LLC2,361$212.1K0.22%+2,361New
Parthenon LLC2,307$212.1K0.03%+2,307New
Accel Wealth Management2,307$212.1K0.08%+2,307New
Sage Private Wealth Group, LLC2,305$211.9K0.16%+2,305New
AllGen Financial Advisors, Inc.2,300$211.5K0.06%+2,300New
ORG Partners LLC2,302$211.4K0.05%+152+7.1%Added
Alamar Capital Management, LLC2,298$211.3K0.13%+2,298New
Tiemann Investment Advisors, LLC2,295$211.0K0.10%+2,295New
Patrick M Sweeney & Associates, Inc2,293$210.9K0.16%+2,293New
Headinvest, LLC2,284$210.0K0.04%+2,284New
Crowley Wealth Management, Inc.2,280$209.6K0.20%−200−8.1%Reduced
Engineers Gate Manager LP2,275$209.2K0.00%−5,761−71.7%Reduced
Roberts Wealth Advisors, LLC2,271$208.8K0.06%+2,271New
Hardin Capital Partners, LLC2,271$208.8K0.13%+2,271New
Taylor Hoffman Capital Management LLC2,270$208.4K0.08%+2,270New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,267$208.2K0.02%−9,376−80.5%Reduced
Stonebridge Financial Planning Group, LLC2,260$207.8K0.09%+2,260New
Alaethes Wealth LLC2,250$206.9K0.08%+2,250New
BXM Wealth LLC2,250$206.9K0.25%+2,250New