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 5 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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 108,988 | $10.0M | 0.27% | +1,247+1.2% | Added |
| Fifth Third Bancorp | 108,360 | $9.96M | 0.04% | +873+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 107,449 | $9.88M | 0.17% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 107,100 | $9.85M | 0.35% | +1,368+1.3% | Added |
| Brookstone Capital Management | 106,879 | $9.83M | 0.14% | +21,739+25.5% | Added |
| Gotham Asset Management, LLC | 105,047 | $9.66M | 0.08% | −103,472−49.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 105,019 | $9.66M | 0.01% | +105,019 | New |
| Principle Wealth Partners LLC | 104,922 | $9.65M | 0.69% | +2,015+2.0% | Added |
| Atria Wealth Solutions, Inc. | 103,579 | $9.52M | 0.11% | −9,759−8.6% | Reduced |
| Azimuth Capital Investment Management LLC | 102,538 | $9.43M | 0.38% | +2,123+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 102,115 | $9.39M | 0.05% | +2,962+3.0% | Added |
| Keel Point, LLC | 101,852 | $9.37M | 0.73% | +6,153+6.4% | Added |
| Blair William & Co | 101,801 | $9.36M | 0.03% | −1,426−1.4% | Reduced |
| Rothschild Investment LLC | 100,994 | $9.29M | 0.62% | +2,614+2.7% | Added |
| IFG Advisory, LLC | 100,222 | $9.22M | 0.51% | +862+0.9% | Added |
| Advisors Management Group Inc | 99,310 | $9.13M | 1.99% | −367−0.4% | Reduced |
| Rakuten Investment Management, Inc. | 100,147 | $9.13M | 0.04% | +100,147 | New |
| Avantax Advisory Services, Inc. | 99,123 | $9.11M | 0.06% | +1,134+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 98,800 | $9.08M | 1.28% | +2,255+2.3% | Added |
| Rafferty Asset Management, LLC | 98,600 | $9.07M | 0.04% | −24,411−19.8% | Reduced |
| Associated Banc-Corp | 97,976 | $9.01M | 0.27% | −53−0.1% | Reduced |
| Am Investment Strategies LLC | 97,780 | $8.99M | 2.18% | +8,339+9.3% | Added |
| StoneX Group Inc. | 97,626 | $8.98M | 0.49% | +860+0.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 97,032 | $8.92M | 0.10% | −48,776−33.5% | Reduced |
| Fiduciary Group LLC | 96,952 | $8.91M | 0.89% | −2,515−2.5% | Reduced |
| Visionary Wealth Advisors | 96,220 | $8.85M | 0.53% | −2,512−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 94,170 | $8.66M | 0.17% | +260+0.3% | Added |
| Davenport & Co LLC | 93,454 | $8.59M | 0.05% | +3,194+3.5% | Added |
| CWM, LLC | 93,165 | $8.57M | 0.03% | −92,555−49.8% | Reduced |
| Woodline Partners LP | 92,569 | $8.51M | 0.06% | +26,769+40.7% | Added |
| AustralianSuper Pty Ltd | 92,552 | $8.51M | 0.05% | −16,578−15.2% | Reduced |
| Metis Global Partners, LLC | 92,529 | $8.51M | 0.24% | +10,538+12.9% | Added |
| Sound View Wealth Advisors Group, LLC | 92,134 | $8.47M | 0.70% | −1,899−2.0% | Reduced |
| Voleon Capital Management LP | 91,806 | $8.44M | 0.66% | +23,677+34.8% | Added |
| Ronald Blue Trust, Inc. | 91,633 | $8.43M | 0.11% | −3,362−3.5% | Reduced |
| CIBC World Markets Inc. | 91,336 | $8.40M | 0.02% | −61,403−40.2% | Reduced |
| Balyasny Asset Management LLC | 91,148 | $8.38M | 0.02% | +91,148 | New |
| Advocate Group LLC | 91,021 | $8.37M | 1.53% | −1,986−2.1% | Reduced |
| Verition Fund Management LLC | 90,812 | $8.35M | 0.05% | −84,613−48.2% | Reduced |
| Hantz Financial Services, Inc. | 90,644 | $8.34M | 0.15% | −2,513−2.7% | Reduced |
| Cornerstone Wealth Group, LLC | 90,635 | $8.33M | 0.69% | −5,433−5.7% | Reduced |
| Dynamic Advisor Solutions LLC | 90,063 | $8.28M | 0.27% | +90,063 | New |
| Baltimore-Washington Financial Advisors, Inc. | 89,530 | $8.23M | 0.44% | +3,906+4.6% | Added |
| Windle Wealth, LLC | 88,894 | $8.17M | 4.21% | +593+0.7% | Added |
| Core Alternative Capital | 88,214 | $8.11M | 1.95% | −18,090−17.0% | Reduced |
| Tower Research Capital LLC (TRC) | 88,060 | $8.10M | 0.24% | +18,074+25.8% | Added |
| Mizuho Securities USA LLC | 87,731 | $8.07M | 0.17% | −16,115−15.5% | Reduced |
| Beacon Pointe Advisors, LLC | 86,588 | $7.96M | 0.09% | −20.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 86,424 | $7.95M | 0.73% | −385−0.4% | Reduced |
| Thomasville National Bank | 85,762 | $7.89M | 0.58% | −1,462−1.7% | Reduced |
| Chronos Wealth Management, LLC | 85,740 | $7.88M | 4.23% | +304+0.4% | Added |
| Lifeworks Advisors, LLC | 85,279 | $7.84M | 1.30% | +20,953+32.6% | Added |
| Sequoia Financial Advisors, LLC | 84,943 | $7.81M | 0.06% | +19,761+30.3% | Added |
| Lido Advisors, LLC | 84,942 | $7.81M | 0.05% | +6,803+8.7% | Added |
| Teachers Retirement System of the State of Kentucky | 84,649 | $7.78M | 0.07% | +3,673+4.5% | Added |
| KBC Group NV | 84,442 | $7.76M | 0.02% | −2,324−2.7% | Reduced |
| First PREMIER Bank | 84,371 | $7.76M | 1.97% | −1,316−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 83,492 | $7.68M | 0.24% | +52,890+172.8% | Added |
| GF Fund Management Co. Ltd. | 83,355 | $7.66M | 0.18% | +3,884+4.9% | Added |
| Albion Financial Group | 83,044 | $7.64M | 0.54% | +4,734+6.0% | Added |
| Susquehanna International Group, LLP | 82,987 | $7.63M | 0.01% | −335,037−80.1% | Reduced |
| Central Trust Co | 82,909 | $7.62M | 0.19% | −427−0.5% | Reduced |
| Sky Investment Group LLC | 82,324 | $7.57M | 1.40% | +575+0.7% | Added |
| NEOS Investment Management LLC | 82,008 | $7.54M | 0.14% | +15,008+22.4% | Added |
| Spirepoint Private Client, LLC | 81,952 | $7.54M | 0.98% | +9,409+13.0% | Added |
| Parkside Investments, LLC | 81,333 | $7.48M | 1.10% | +19,578+31.7% | Added |
| Neuberger Berman Group LLC | 80,521 | $7.40M | 0.01% | +593+0.7% | Added |
| Aull & Monroe Investment Management Corp | 80,363 | $7.39M | 3.68% | +694+0.9% | Added |
| Summit Financial, LLC | 80,214 | $7.38M | 0.21% | +22,546+39.1% | Added |
| Massmutual Trust Co FSB | 79,944 | $7.35M | 0.21% | −4,105−4.9% | Reduced |
| GLOBALT Investments LLC | 79,735 | $7.33M | 0.30% | +225+0.3% | Added |
| United Capital Financial Advisers, LLC | 79,241 | $7.29M | 0.06% | −613−0.8% | Reduced |
| Panagora Asset Management Inc | 78,694 | $7.24M | 0.04% | +21,795+38.3% | Added |
| Foster Victor Wealth Advisors, LLC | 80,483 | $7.23M | 0.58% | +2,990+3.9% | Added |
| Trustmark National Bank Trust Department | 78,401 | $7.21M | 0.53% | −1,892−2.4% | Reduced |
| Janus Henderson Group PLC | 79,001 | $7.20M | 0.00% | −52,813−40.1% | Reduced |
| Guggenheim Capital LLC | 77,998 | $7.17M | 0.07% | −19,193−19.7% | Reduced |
| Prospera Financial Services Inc | 77,674 | $7.14M | 0.16% | −5,832−7.0% | Reduced |
| Railway Pension Investments Ltd | 76,200 | $7.01M | 0.10% | +18,500+32.1% | Added |
| MainStreet Investment Advisors LLC | 76,088 | $7.00M | 1.02% | −2,956−3.7% | Reduced |
| Old Point Trust & Financial Services N A | 75,723 | $6.96M | 2.44% | −1,280−1.7% | Reduced |
| Americana Partners, LLC | 75,649 | $6.96M | 0.27% | +1,165+1.6% | Added |
| UniSuper Management Pty Ltd | 75,559 | $6.95M | 0.05% | +2,807+3.9% | Added |
| TD Waterhouse Canada Inc. | 91,920 | $6.94M | 0.06% | +13,223+16.8% | Added |
| Concurrent Investment Advisors, LLC | 75,353 | $6.93M | 0.17% | +9,619+14.6% | Added |
| Anchor Investment Management, LLC | 74,983 | $6.89M | 0.64% | −1,338−1.8% | Reduced |
| Kentucky Retirement Systems | 74,789 | $6.88M | 0.21% | −350−0.5% | Reduced |
| Coston, McIsaac & Partners | 74,527 | $6.85M | 2.00% | +141+0.2% | Added |
| Coldstream Capital Management Inc | 74,270 | $6.83M | 0.15% | +271+0.4% | Added |
| Naples Global Advisors, LLC | 73,972 | $6.80M | 0.65% | +103+0.1% | Added |
| Apollon Wealth Management, LLC | 73,379 | $6.75M | 0.15% | +484+0.7% | Added |
| Carret Asset Management, LLC | 73,224 | $6.73M | 0.76% | −500−0.7% | Reduced |
| D.A. Davidson & Co. | 73,144 | $6.73M | 0.05% | +2,337+3.3% | Added |
| Nicholas Hoffman & Company, LLC. | 72,903 | $6.70M | 0.25% | +40,209+123.0% | Added |
| Equitable Holdings, Inc. | 72,429 | $6.66M | 0.06% | +8,345+13.0% | Added |
| BFSG, LLC | 72,144 | $6.63M | 0.81% | −477−0.7% | Reduced |
| Merit Financial Group, LLC | 71,910 | $6.61M | 0.10% | +11,378+18.8% | Added |
| City Holding Co | 71,836 | $6.61M | 0.93% | +2,408+3.5% | Added |
| Jackson Hole Capital Partners, LLC | 71,086 | $6.54M | 1.30% | −1,311−1.8% | Reduced |
| Pacer Advisors, Inc. | 71,007 | $6.53M | 0.02% | −39,551−35.8% | Reduced |