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 |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 5 | $460 | 0.00% | +5 | New |
| LMR Partners LLP | 4 | $368 | 0.00% | −102−96.2% | Reduced |
| Runnymede Capital Advisors, Inc. | 4 | $368 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $368 | 0.00% | +4 | New |
| Y.D. More Investments Ltd | 423 | $100 | 0.00% | +29+7.4% | Added |
| Meeder Asset Management Inc | 1 | $92 | 0.00% | −536−99.8% | Reduced |
| Eq Wealth Advisors, LLC | 1 | $92 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −28,766−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −182,761−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −128,907−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −113,145−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −109,417−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −109,404−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −78,610−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −75,446−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −63,035−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −45,360−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −41,401−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −36,549−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −34,371−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,582−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −29,063−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −27,640−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −24,898−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,980−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,123−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,042−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −17,432−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −15,239−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,990−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −14,458−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −11,486−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −10,492−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −9,960−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −9,421−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −8,960−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −8,614−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,448−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −8,302−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,225−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,131−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −7,019−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −6,864−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −5,654−100.0% | Sold out |
| Cutler Investment Counsel LLC | 0 | $0 | 0.00% | −5,627−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Oakland Financial Corp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Jentner Corp | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| Analyst IMS Investment Management Services Ltd. | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Financial Harvest, LLC | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Keb Asset Management, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Buffington Mohr McNeal | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Valley Financial Group, Inc. | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| West Chester Capital Advisors, Inc | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Schmidt P J Investment Management Inc | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Endeavor Private Wealth, Inc. | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Catherine Avery Investment Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |