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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 70,240 | $6.46M | 0.13% | −243−0.3% | Reduced |
| Capital Investment Counsel, LLC | 70,228 | $6.46M | 1.07% | −2,224−3.1% | Reduced |
| Kestra Private Wealth Services, LLC | 69,476 | $6.39M | 0.11% | +6,724+10.7% | Added |
| Carson Advisory Inc. | 69,410 | $6.38M | 4.30% | +40.0% | Added |
| Simmons Bank | 69,116 | $6.36M | 0.48% | −734−1.1% | Reduced |
| Telos Capital Management, Inc. | 69,103 | $6.35M | 0.69% | +1,048+1.5% | Added |
| Los Angeles Capital Management LLC | 68,644 | $6.31M | 0.03% | +61,194+821.4% | Added |
| Cullen Investment Group, Ltd. | 68,223 | $6.27M | 0.95% | +46,756+217.8% | Added |
| Glenmede Trust Co NA | 68,181 | $6.27M | 0.03% | −21,207−23.7% | Reduced |
| Integrated Wealth Concepts LLC | 67,911 | $6.24M | 0.07% | −1,934−2.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 67,731 | $6.23M | 1.29% | +49+0.1% | Added |
| Hartford Investment Management Co | 66,836 | $6.15M | 0.21% | −931−1.4% | Reduced |
| National Asset Management, Inc. | 66,478 | $6.11M | 0.19% | −7,837−10.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 66,223 | $6.09M | 2.54% | −7,150−9.7% | Reduced |
| Cary Street Partners Financial LLC | 65,485 | $6.02M | 0.19% | +25,700+64.6% | Added |
| Community Bank & Trust, Waco, Texas | 65,215 | $6.00M | 1.41% | −1,014−1.5% | Reduced |
| Vident Advisory, LLC | 65,068 | $5.98M | 0.09% | +2,938+4.7% | Added |
| Buckhead Capital Management LLC | 64,735 | $5.95M | 1.91% | +1,361+2.1% | Added |
| Nordea Investment Management AB | 64,286 | $5.95M | 0.01% | +5,405+9.2% | Added |
| Canada Pension Plan Investment Board | 64,514 | $5.93M | 0.01% | −1,076,788−94.3% | Reduced |
| Moors & Cabot, Inc. | 64,185 | $5.90M | 0.30% | −271−0.4% | Reduced |
| Marietta Wealth Management, LLC | 64,111 | $5.90M | 0.87% | +52,469+450.7% | Added |
| Umb Bank N A | 64,018 | $5.89M | 0.10% | −330−0.5% | Reduced |
| Woodstock Corp | 63,724 | $5.86M | 0.58% | +21,901+52.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 63,706 | $5.86M | 0.48% | −200−0.3% | Reduced |
| Thrivent Financial for Lutherans | 64,230 | $5.84M | 0.01% | −21,336−24.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 62,624 | $5.76M | 1.45% | +13,437+27.3% | Added |
| Gulf International Bank (UK) Ltd | 62,358 | $5.73M | 0.20% | −24,797−28.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 61,821 | $5.68M | 0.06% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 61,699 | $5.67M | 1.77% | +433+0.7% | Added |
| American Trust Investment Advisors, LLC | 60,944 | $5.60M | 2.34% | −355−0.6% | Reduced |
| Annex Advisory Services, LLC | 60,584 | $5.57M | 0.16% | +57,080+1,629.0% | Added |
| Cornerstone Capital, Inc. | 60,519 | $5.56M | 0.60% | −3,445−5.4% | Reduced |
| Goelzer Investment Management, Inc. | 59,379 | $5.46M | 0.32% | −1,173−1.9% | Reduced |
| Baugh & Associates, LLC | 61,486 | $5.45M | 2.76% | −40.0% | Reduced |
| Zions Bancorporation, National Association | 59,081 | $5.43M | 0.34% | +59,081 | New |
| Griffith & Werner, Inc. | 59,013 | $5.43M | 3.37% | +3,550+6.4% | Added |
| Louisiana State Employees Retirement System | 58,900 | $5.42M | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 58,894 | $5.42M | 0.08% | −10,714−15.4% | Reduced |
| Schnieders Capital Management LLC | 58,824 | $5.41M | 1.16% | −1,700−2.8% | Reduced |
| Bridge Creek Capital Management LLC | 58,558 | $5.38M | 1.70% | −355−0.6% | Reduced |
| First Citizens Bank & Trust Co | 58,492 | $5.38M | 0.14% | +2,371+4.2% | Added |
| Securian Asset Management, Inc | 57,968 | $5.33M | 0.16% | −920−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 57,525 | $5.29M | 0.08% | −1,416−2.4% | Reduced |
| Meridian Wealth Management, LLC | 57,208 | $5.26M | 0.25% | +4,949+9.5% | Added |
| Clearbridge Investments, LLC | 56,845 | $5.23M | 0.00% | +865+1.5% | Added |
| United Bank | 55,991 | $5.15M | 2.13% | +335+0.6% | Added |
| Clearstead Advisors, LLC | 55,425 | $5.10M | 0.08% | −60.0% | Reduced |
| Trinity Legacy Partners, LLC | 59,550 | $5.10M | 1.29% | +949+1.6% | Added |
| Virginia Wealth Management Group, Inc. | 54,812 | $5.04M | 3.11% | −2,267−4.0% | Reduced |
| Sagespring Wealth Partners, LLC | 54,616 | $5.02M | 0.13% | −4,820−8.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 54,496 | $5.01M | 1.00% | +1,202+2.3% | Added |
| Money Concepts Capital Corp | 54,320 | $4.99M | 0.37% | +3,496+6.9% | Added |
| Csenge Advisory Group | 53,734 | $4.93M | 0.28% | −3,167−5.6% | Reduced |
| Cornerstone Advisors, LLC | 53,500 | $4.92M | 0.21% | −26,500−33.1% | Reduced |
| Trajan Wealth LLC | 53,204 | $4.89M | 0.27% | −1,290−2.4% | Reduced |
| Wealthcare Advisory Partners LLC | 52,901 | $4.86M | 0.13% | −951−1.8% | Reduced |
| Sigma Planning Corp | 52,778 | $4.85M | 0.15% | −3,234−5.8% | Reduced |
| Bremer Bank National Association | 52,595 | $4.84M | 0.86% | +3,622+7.4% | Added |
| Main Street Financial Solutions, LLC | 52,295 | $4.81M | 0.42% | +6,177+13.4% | Added |
| Arrow Capital Pty Ltd | 50,000 | $4.80M | 5.99% | +50,000 | New |
| Kentucky Trust Co | 51,892 | $4.77M | 2.84% | −725−1.4% | Reduced |
| Wesbanco Bank Inc | 51,403 | $4.73M | 0.16% | −622−1.2% | Reduced |
| Advisors Asset Management, Inc. | 51,354 | $4.72M | 0.09% | +1,953+4.0% | Added |
| Maryland State Retirement & Pension System | 51,207 | $4.71M | 0.11% | −7,492−12.8% | Reduced |
| New Mexico Educational Retirement Board | 51,187 | $4.71M | 0.17% | −900−1.7% | Reduced |
| GQG Partners LLC | 51,078 | $4.70M | 0.01% | −14,751,176−99.7% | Reduced |
| Signaturefd, LLC | 50,501 | $4.64M | 0.09% | +1,741+3.6% | Added |
| Montag A & Associates Inc | 50,363 | $4.63M | 0.23% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 50,118 | $4.61M | 1.80% | +682+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 50,047 | $4.60M | 0.05% | +1,100+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 49,879 | $4.59M | 0.17% | +626+1.3% | Added |
| Greatmark Investment Partners, Inc. | 49,785 | $4.58M | 0.62% | −439−0.9% | Reduced |
| Farmers Trust Co | 49,274 | $4.53M | 0.85% | +891+1.8% | Added |
| Shorepoint Capital Partners LLC | 49,256 | $4.53M | 1.02% | +1,495+3.1% | Added |
| Ieq Capital, LLC | 48,773 | $4.48M | 0.04% | −3,408−6.5% | Reduced |
| Prudential PLC | 48,346 | $4.45M | 0.02% | −31,159−39.2% | Reduced |
| Norinchukin Bank, The | 48,160 | $4.43M | 0.08% | +5,303+12.4% | Added |
| Laurel Wealth Advisors LLC | 48,060 | $4.42M | 0.69% | −1,096−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 47,989 | $4.41M | 0.63% | +15,481+47.6% | Added |
| First Bank & Trust | 47,826 | $4.40M | 0.85% | −1,068−2.2% | Reduced |
| Hengehold Capital Management LLC | 47,773 | $4.39M | 0.42% | +1,294+2.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 47,554 | $4.37M | 0.22% | +844+1.8% | Added |
| Pathway Financial Advisers, LLC | 46,863 | $4.31M | 1.48% | −3,322−6.6% | Reduced |
| Brown Advisory Inc | 46,635 | $4.29M | 0.01% | −882−1.9% | Reduced |
| Birmingham Capital Management Co Inc | 46,425 | $4.27M | 1.61% | −2,350−4.8% | Reduced |
| Morton Community Bank | 45,635 | $4.20M | 1.10% | −105−0.2% | Reduced |
| Palisade Asset Management, LLC | 45,467 | $4.18M | 0.43% | +73+0.2% | Added |
| Apollon Financial, LLC | 45,312 | $4.17M | 0.98% | −505−1.1% | Reduced |
| Intact Investment Management Inc. | 45,300 | $4.17M | 0.14% | 00.0% | Unchanged |
| Agf Management Ltd | 44,982 | $4.14M | 0.02% | +36,446+427.0% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.13M | 0.57% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 44,486 | $4.09M | 1.41% | +61+0.1% | Added |
| Nepsis, Inc. | 44,393 | $4.08M | 1.01% | −3,696−7.7% | Reduced |
| L & S Advisors Inc | 44,341 | $4.08M | 0.50% | +186+0.4% | Added |
| Nomura Holdings Inc | 44,228 | $4.07M | 0.02% | +8,124+22.5% | Added |
| Level Four Advisory Services, LLC | 44,134 | $4.06M | 0.17% | −1,711−3.7% | Reduced |
| Waters Parkerson & Co., LLC | 43,904 | $4.04M | 0.22% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 43,941 | $4.03M | 1.56% | +30+0.1% | Added |
| AE Wealth Management LLC | 43,805 | $4.03M | 0.03% | −4,151−8.7% | Reduced |