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 |
|---|---|---|---|---|---|
| Avion Wealth | 1,175 | $96.0K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,020 | $93.8K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,004 | $92.3K | 0.01% | +69+7.4% | Added |
| DAGCO, Inc. | 1,000 | $92.0K | 0.03% | +1,000 | New |
| Leonteq Securities AG | 992 | $91.2K | 0.01% | +219+28.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 985 | $90.6K | 0.07% | +196+24.8% | Added |
| REAP Financial Group, LLC | 966 | $88.8K | 0.02% | +340+54.3% | Added |
| American Capital Advisory, LLC | 959 | $88.2K | 0.05% | +9+0.9% | Added |
| Hopwood Financial Services, Inc. | 950 | $87.4K | 0.07% | −380−28.6% | Reduced |
| Hemington Wealth Management | 938 | $86.0K | 0.01% | +25+2.7% | Added |
| TruNorth Capital Management, LLC | 934 | $85.9K | 0.02% | +389+71.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 914 | $84.0K | 0.16% | +746+444.0% | Added |
| Acadian Asset Management LLC | 909 | $83.0K | 0.00% | −3,136−77.5% | Reduced |
| Boyd Watterson Asset Management LLC | 898 | $82.6K | 0.03% | −138−13.3% | Reduced |
| Western Pacific Wealth Management, LP | 888 | $81.6K | 0.07% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 876 | $81.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 865 | $79.0K | 0.04% | −168−16.3% | Reduced |
| GW&K Investment Management, LLC | 847 | $78.0K | 0.00% | +350+70.4% | Added |
| Roxbury Financial LLC | 858 | $77.0K | 0.08% | −315−26.9% | Reduced |
| Kozak & Associates, Inc. | 831 | $75.7K | 0.02% | +7+0.8% | Added |
| Flagship Wealth Advisors, LLC | 800 | $73.6K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 776 | $71.4K | 0.01% | −686−46.9% | Reduced |
| Addison Advisors LLC | 768 | $70.6K | 0.02% | −13−1.7% | Reduced |
| Center for Financial Planning, Inc. | 754 | $69.3K | 0.01% | −2,064−73.2% | Reduced |
| Atticus Wealth Management, LLC | 750 | $69.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 747 | $68.0K | 0.05% | +148+24.7% | Added |
| Richardson Financial Services Inc. | 739 | $68.0K | 0.05% | −3−0.4% | Reduced |
| Olistico Wealth, LLC | 722 | $66.4K | 0.04% | −914−55.9% | Reduced |
| WPG Advisers, LLC | 714 | $65.7K | 0.06% | −67−8.6% | Reduced |
| Canton Hathaway, LLC | 705 | $65.0K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 690 | $63.4K | 0.06% | +690 | New |
| Global Trust Asset Management, LLC | 663 | $61.0K | 0.04% | −100−13.1% | Reduced |
| Winch Advisory Services, LLC | 653 | $60.0K | 0.02% | +6+0.9% | Added |
| S&T Bank | 648 | $59.6K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $58.8K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $58.1K | 0.03% | −400−38.8% | Reduced |
| HighMark Wealth Management LLC | 622 | $57.2K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 621 | $57.1K | 0.02% | −4−0.6% | Reduced |
| CNB Bank | 619 | $56.9K | 0.03% | −125−16.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 617 | $56.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 616 | $56.6K | 0.02% | +115+23.0% | Added |
| Missouri Trust & Investment Co | 585 | $53.8K | 0.02% | −86−12.8% | Reduced |
| SOA Wealth Advisors, LLC. | 582 | $53.6K | 0.01% | +2+0.3% | Added |
| Greykasell Wealth Strategies, Inc. | 566 | $52.0K | 0.03% | +566 | New |
| Kennebec Savings Bank | 557 | $51.2K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 556 | $51.0K | 0.00% | −444−44.4% | Reduced |
| Fourth Dimension Wealth, LLC | 543 | $49.9K | 0.02% | +393+262.0% | Added |
| Opal Wealth Advisors, LLC | 542 | $49.8K | 0.02% | +542 | New |
| Moser Wealth Advisors, LLC | 537 | $49.4K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 534 | $49.1K | 0.00% | +7+1.3% | Added |
| Curat Global, LLC | 534 | $49.1K | 0.06% | +534 | New |
| Darwin Advisors, LLC | 569 | $46.8K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $46.7K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 507 | $46.6K | 0.01% | −255−33.5% | Reduced |
| Tortoise Investment Management, LLC | 502 | $46.2K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $46.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 485 | $44.6K | 0.01% | −103−17.5% | Reduced |
| Strategic Investment Solutions, Inc. | 473 | $43.5K | 0.01% | +7+1.5% | Added |
| Sierra Ocean, LLC | 470 | $43.2K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 450 | $41.4K | 0.02% | +1+0.2% | Added |
| Cetera Trust Company, N.A | 450 | $41.4K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 448 | $41.2K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 448 | $41.2K | 0.02% | −868−66.0% | Reduced |
| JNBA Financial Advisors | 437 | $40.2K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 431 | $39.6K | 0.21% | +431 | New |
| Rossby Financial, LCC | 435 | $39.3K | 0.02% | +435 | New |
| MB, Levis & Associates, LLC | 422 | $38.8K | 0.02% | +1+0.2% | Added |
| Perritt Capital Management Inc | 418 | $38.5K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 407 | $37.4K | 0.01% | +7+1.8% | Added |
| Beaird Harris Wealth Management, LLC | 405 | $37.2K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 403 | $37.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 400 | $36.8K | 0.03% | 00.0% | Unchanged |
| Binnacle Investments Inc | 395 | $36.3K | 0.03% | +395 | New |
| Accredited Wealth Management, LLC | 390 | $35.9K | 0.03% | +390 | New |
| CBIZ Investment Advisory Services, LLC | 383 | $35.2K | 0.00% | +96+33.4% | Added |
| Safe Harbor Fiduciary, LLC | 371 | $34.1K | 0.04% | +1+0.3% | Added |
| Financial Connections Group, Inc. | 360 | $33.0K | 0.01% | +360 | New |
| McIlrath & Eck, LLC | 350 | $32.2K | 0.00% | −25−6.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 350 | $32.2K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $32.2K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 350 | $32.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 346 | $32.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 346 | $31.9K | 0.02% | +2+0.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 345 | $31.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,832 | $31.7K | 0.00% | +262+16.7% | Added |
| High Note Wealth, LLC | 343 | $31.5K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 340 | $31.2K | 0.01% | −220−39.3% | Reduced |
| Evermay Wealth Management LLC | 340 | $31.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 327 | $30.1K | 0.01% | +10+3.2% | Added |
| Global Financial Private Client, LLC | 320 | $29.4K | 0.01% | +19+6.3% | Added |
| YANKCOM Partnership | 319 | $29.3K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 316 | $29.0K | 0.02% | +3+1.0% | Added |
| Morton Brown Family Wealth, LLC | 314 | $28.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 312 | $28.7K | 0.01% | +93+42.5% | Added |
| Retirement Wealth Solutions LLC | 310 | $28.5K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 306 | $28.1K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 305 | $27.8K | 0.00% | +305 | New |
| Trivant Custom Portfolio Group, LLC | 300 | $27.6K | 0.02% | 00.0% | Unchanged |