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 |
|---|---|---|---|---|---|
| Emprise Bank | 2,248 | $206.7K | 0.11% | +2,248 | New |
| Northeast Investment Management | 2,247 | $206.6K | 0.01% | +2,247 | New |
| Eisler Capital Management Ltd. | 2,247 | $206.5K | 0.01% | −35,361−94.0% | Reduced |
| AGH Wealth Advisors, LLC | 2,245 | $206.4K | 0.20% | +2,245 | New |
| Titleist Asset Management, LLC | 2,242 | $206.1K | 0.02% | +2,242 | New |
| Sanders Morris Harris LLC | 2,240 | $206.0K | 0.03% | +2,240 | New |
| Tandem Capital Management Corp | 2,235 | $205.5K | 0.11% | +2,235 | New |
| Verus Capital Partners, LLC | 2,231 | $205.2K | 0.02% | −214−8.8% | Reduced |
| Parkside Advisors LLC | 2,228 | $204.8K | 0.05% | +2,228 | New |
| Fiduciary Wealth Partners, LLC | 2,218 | $203.9K | 0.18% | +2,218 | New |
| Kathmere Capital Management, LLC | 2,218 | $203.9K | 0.02% | +2,218 | New |
| JBR Co Financial Management Inc | 2,215 | $203.7K | 0.12% | +2,215 | New |
| MBA Advisors LLC | 2,213 | $203.5K | 0.10% | +2,213 | New |
| Hardy Reed LLC | 2,212 | $203.4K | 0.02% | +2,212 | New |
| Mason & Associates Inc | 2,211 | $203.3K | 0.05% | +2,211 | New |
| Rathbone Brothers plc | 2,210 | $203.2K | 0.00% | +2,210 | New |
| Interactive Financial Advisors | 2,208 | $203.0K | 0.11% | +2,208 | New |
| Peachtree Investment Partners, LLC | 2,202 | $202.5K | 0.08% | +2,202 | New |
| DT Investment Partners, LLC | 2,201 | $202.4K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,200 | $202.3K | 0.02% | +377+20.7% | Added |
| Camelot Portfolios, LLC | 2,200 | $202.3K | 0.13% | +2,200 | New |
| Summit Financial Strategies, Inc. | 2,200 | $202.3K | 0.02% | +2,200 | New |
| Covenant Asset Management, LLC | 2,200 | $202.3K | 0.05% | +2,200 | New |
| Tudor Financial Inc. | 2,199 | $202.2K | 0.12% | +2,199 | New |
| Altman Advisors, Inc. | 2,200 | $202.2K | 0.09% | +2,200 | New |
| ACT Advisors, LLC. | 2,186 | $201.0K | 0.11% | +2,186 | New |
| Founders Financial Securities LLC | 2,214 | $200.9K | 0.02% | +2,214 | New |
| Commonwealth Financial Services, LLC | 2,181 | $200.5K | 0.04% | +2,181 | New |
| Copia Wealth Management | 2,181 | $200.5K | 0.19% | +1,631+296.5% | Added |
| Coastal Investment Advisors, Inc. | 2,179 | $200.4K | 0.09% | +2,179 | New |
| Motiv8 Investments LLC | 2,177 | $200.2K | 0.13% | +2,177 | New |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $198.2K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,130 | $195.9K | 0.05% | −276−11.5% | Reduced |
| TFC Financial Management | 2,108 | $193.8K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,106 | $193.6K | 0.00% | +292+16.1% | Added |
| Legacy Bridge, LLC | 2,095 | $192.6K | 0.11% | −56−2.6% | Reduced |
| American National Bank | 2,095 | $192.6K | 0.02% | +627+42.7% | Added |
| Hager Investment Management Services, LLC | 2,089 | $192.1K | 0.13% | −170−7.5% | Reduced |
| Salomon & Ludwin, LLC | 2,075 | $190.8K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,060 | $189.4K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,036 | $187.2K | 0.04% | −744−26.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,032 | $186.9K | 0.07% | +15+0.7% | Added |
| Tower Trust & Investment Co | 2,006 | $184.3K | 0.15% | +2,006 | New |
| PFG Private Wealth Management, LLC | 1,922 | $176.7K | 0.10% | −10−0.5% | Reduced |
| Clear Investment Research, LLC | 1,917 | $176.3K | 0.24% | −14−0.7% | Reduced |
| Gen-Wealth Partners Inc | 1,915 | $176.1K | 0.07% | −271−12.4% | Reduced |
| Raiffeisen Bank International AG | 1,906 | $173.2K | 0.00% | −175−8.4% | Reduced |
| Riverview Trust Co | 1,867 | $171.7K | 0.17% | −22−1.2% | Reduced |
| Ransom Advisory, Ltd | 1,866 | $171.6K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,854 | $170.5K | 0.01% | −37−2.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,850 | $170.0K | 0.02% | +748+67.9% | Added |
| Sawyer & Company, Inc | 1,839 | $169.0K | 0.07% | −515−21.9% | Reduced |
| Anderson Financial Strategies, LLC | 1,795 | $165.1K | 0.10% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,769 | $162.7K | 0.01% | +222+14.4% | Added |
| Proathlete Wealth Management LLC | 1,763 | $162.2K | 0.06% | +1,763 | New |
| Harbor Investment Advisory, LLC | 1,747 | $160.6K | 0.02% | −80−4.4% | Reduced |
| Greenline Partners, LLC | 1,733 | $159.3K | 0.02% | +56+3.3% | Added |
| Silvant Capital Management LLC | 1,727 | $158.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,703 | $156.6K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,666 | $153.2K | 0.02% | +25+1.5% | Added |
| Bogart Wealth, LLC | 1,658 | $152.4K | 0.01% | +97+6.2% | Added |
| S.A. Mason LLC | 1,588 | $146.0K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,576 | $145.0K | 0.02% | −97−5.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,558 | $143.3K | 0.07% | −60−3.7% | Reduced |
| Community Bank, N.A. | 1,550 | $142.5K | 0.02% | −100−6.1% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $137.9K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,486 | $136.6K | 0.06% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,479 | $136.0K | 0.02% | +186+14.4% | Added |
| Financial Management Professionals, Inc. | 1,479 | $136.0K | 0.02% | +13+0.9% | Added |
| Slocum, Gordon & Co LLP | 1,451 | $133.4K | 0.10% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $133.3K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,369 | $125.9K | 0.05% | +1,369 | New |
| Millstone Evans Group, LLC | 1,357 | $124.8K | 0.08% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,347 | $123.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,329 | $122.2K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,310 | $120.5K | 0.08% | +1,310 | New |
| Puff Wealth Management, LLC | 1,301 | $119.6K | 0.21% | +1,301 | New |
| Beacon Capital Management, LLC | 1,299 | $119.5K | 0.02% | +76+6.2% | Added |
| Main Street Group, LTD | 1,273 | $117.1K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $116.8K | 0.04% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 1,264 | $116.2K | 0.15% | +1,264 | New |
| Cutler Capital Management, LLC | 1,258 | $115.7K | 0.04% | +1,258 | New |
| Capula Management Ltd | 1,241 | $114.1K | 0.00% | −4,833−79.6% | Reduced |
| Sofos Investments, Inc. | 1,207 | $111.0K | 0.02% | +1,207 | New |
| Knights of Columbus Asset Advisors LLC | 1,200 | $110.3K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,197 | $110.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,191 | $109.5K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,184 | $108.9K | 0.01% | −32−2.6% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $106.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,152 | $105.9K | 0.08% | −2−0.2% | Reduced |
| TD Capital Management LLC | 1,146 | $105.4K | 0.01% | +5+0.4% | Added |
| Fortitude Family Office, LLC | 1,140 | $104.8K | 0.04% | −2,468−68.4% | Reduced |
| Hughes Financial Services, LLC | 1,140 | $104.7K | 0.02% | +1,140 | New |
| Quest 10 Wealth Builders, Inc. | 1,132 | $104.1K | 0.11% | +8+0.7% | Added |
| Valley National Advisers Inc | 1,128 | $102.0K | 0.02% | +694+159.9% | Added |
| Stone House Investment Management, LLC | 1,097 | $100.9K | 0.02% | +1,097 | New |
| IAG Wealth Partners, LLC | 1,074 | $98.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,069 | $98.3K | 0.05% | −35−3.2% | Reduced |
| Vision Financial Markets LLC | 1,068 | $98.2K | 0.11% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,056 | $97.5K | 0.05% | 00.0% | Unchanged |