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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
Financial Life Planners0$00.00%−150−100.0%Sold out
FPC Investment Advisory, Inc.0$00.00%−116−100.0%Sold out
CarsonAllaria Wealth Management, Ltd.0$00.00%−115−100.0%Sold out
HGK Asset Management Inc0$00.00%−100−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−63−100.0%Sold out
Minot DeBlois Advisors LLC0$00.00%−50−100.0%Sold out
Conquis Financial LLC0$00.00%−35−100.0%Sold out
Financial Avengers, Inc.0$00.00%−22−100.0%Sold out
Human Investing LLC0$00.00%−18−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−15−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−10−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Eagle Ridge Investment Management––––Not filed
Executive Wealth Management, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Wills Financial Group, Inc.––––Not filed
Hilltop National Bank––––Not filed
Global Retirement Partners, LLC––––Not filed
Lakeview Capital Partners, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Wetherby Asset Management Inc––––Not filed
TrinityPoint Wealth, LLC––––Not filed
SignalPoint Asset Management, LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Mosley Wealth Management––––Not filed
Boston Financial Mangement LLC––––Not filed
Cornerstone Planning, LLC––––Not filed
Edge Capital Group, LLC––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Triton Wealth Management, PLLC––––Not filed
Geller Advisors LLC––––Not filed
Merriman Wealth Management, LLC––––Not filed
Private Portfolio Partners LLC––––Not filed
Strathmore Capital Advisors, Inc.––––Not filed
Blue Capital, Inc.––––Not filed
Gray Wealth Management Inc.––––Not filed
Campbell Wealth Management––––Not filed
AlphaMark Advisors, LLC––––Not filed
WR Wealth Planners, LLC––––Not filed
Unionview, LLC––––Not filed
Northwest Bank & Trust Co––––Not filed
Wintrust Investments LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Criterion Capital Advisors, LLC––––Not filed