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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 43,657 | $4.01M | 0.06% | +1,479+3.5% | Added |
| Bailard, Inc. | 43,551 | $4.00M | 0.10% | +50+0.1% | Added |
| Great Lakes Advisors, LLC | 43,348 | $3.99M | 0.04% | +1,254+3.0% | Added |
| Ethos Financial Group, LLC | 44,002 | $3.98M | 0.38% | +40,600+1,193.4% | Added |
| Schonfeld Strategic Advisors LLC | 43,214 | $3.97M | 0.03% | +28,039+184.8% | Added |
| Profund Advisors LLC | 43,155 | $3.97M | 0.17% | −16,024−27.1% | Reduced |
| Aquatic Capital Management LLC | 43,051 | $3.96M | 0.10% | +20,860+94.0% | Added |
| Concord Wealth Partners | 42,832 | $3.94M | 0.65% | +2,671+6.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,788 | $3.93M | 0.00% | +10,388+32.1% | Added |
| Resources Investment Advisors, LLC. | 42,024 | $3.86M | 0.05% | +293+0.7% | Added |
| TrueWealth Advisors, LLC | 41,682 | $3.83M | 1.26% | +785+1.9% | Added |
| Wills Financial Group LLC | 41,467 | $3.81M | 1.69% | +41,467 | New |
| Providence Capital Advisors, LLC | 41,305 | $3.80M | 0.79% | +232+0.6% | Added |
| Patrick Mauro Investment Advisor, INC. | 41,179 | $3.79M | 2.07% | −2,957−6.7% | Reduced |
| Mainstay Capital Management LLC | 41,093 | $3.78M | 0.52% | −124−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 40,867 | $3.76M | 0.42% | −463−1.1% | Reduced |
| Allstate Corp | 40,792 | $3.75M | 0.11% | +8,178+25.1% | Added |
| Farther Finance Advisors, LLC | 40,591 | $3.73M | 0.10% | +15,584+62.3% | Added |
| Canandaigua National Bank & Trust Co | 40,447 | $3.72M | 0.37% | −615−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 40,087 | $3.69M | 0.13% | −1,928−4.6% | Reduced |
| Essex Financial Services, Inc. | 39,854 | $3.66M | 0.26% | −2,334−5.5% | Reduced |
| JPL Wealth Management, LLC | 39,816 | $3.66M | 1.04% | +1,466+3.8% | Added |
| Diversified Enterprises, LLC | 39,788 | $3.66M | 0.31% | +10,602+36.3% | Added |
| Argent Trust Co | 39,650 | $3.65M | 0.15% | +494+1.3% | Added |
| Peapack Gladstone Financial Corp | 39,309 | $3.62M | 0.05% | +237+0.6% | Added |
| Omers Administration Corp | 39,180 | $3.60M | 0.03% | −6,481−14.2% | Reduced |
| LongView Wealth Management | 38,924 | $3.58M | 1.07% | −1,754−4.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 38,909 | $3.58M | 0.16% | −15,309−28.2% | Reduced |
| XTX Topco Ltd | 38,840 | $3.57M | 0.18% | +8,360+27.4% | Added |
| Concord Asset Management, LLC | 39,181 | $3.57M | 0.79% | +2,488+6.8% | Added |
| Avantax Planning Partners, Inc. | 38,337 | $3.53M | 0.12% | −282−0.7% | Reduced |
| Alyeska Investment Group, L.P. | 38,230 | $3.52M | 0.01% | +38,230 | New |
| Dearborn Partners LLC | 38,035 | $3.50M | 0.17% | −149−0.4% | Reduced |
| First National Advisers, LLC | 37,875 | $3.48M | 0.56% | +682+1.8% | Added |
| Waterloo Capital, L.P. | 37,600 | $3.46M | 0.32% | +4,165+12.5% | Added |
| Empirical Finance, LLC | 37,529 | $3.45M | 0.21% | +609+1.6% | Added |
| HighPoint Advisor Group LLC | 37,279 | $3.41M | 0.20% | −59−0.2% | Reduced |
| Sovereign Financial Group, Inc. | 37,065 | $3.41M | 0.78% | −2,307−5.9% | Reduced |
| First National Bank of Omaha | 37,051 | $3.41M | 0.23% | −684−1.8% | Reduced |
| BCJ Capital Management, LLC | 36,979 | $3.40M | 0.25% | +36,979 | New |
| OmniStar Financial Group, Inc. | 36,299 | $3.34M | 2.64% | +30,036+479.6% | Added |
| Daymark Wealth Partners, LLC | 36,323 | $3.34M | 0.14% | −969−2.6% | Reduced |
| Bank Ozk | 36,150 | $3.32M | 1.38% | +3,394+10.4% | Added |
| Kingsview Wealth Management, LLC | 36,093 | $3.32M | 0.06% | +1,731+5.0% | Added |
| Johnson Investment Counsel Inc | 36,044 | $3.31M | 0.03% | +2,500+7.5% | Added |
| Capital Group Private Client Services, Inc. | 35,817 | $3.29M | 0.03% | −5,944−14.2% | Reduced |
| Family Legacy, Inc. | 35,760 | $3.29M | 1.13% | −578−1.6% | Reduced |
| Resolution Capital Ltd | 35,355 | $3.25M | 0.06% | −23,297−39.7% | Reduced |
| Bokf, NA | 35,004 | $3.22M | 0.06% | −1,400−3.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,849 | $3.20M | 0.05% | +59+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 34,845 | $3.20M | 0.02% | +14,797+73.8% | Added |
| Everence Capital Management Inc | 34,801 | $3.20M | 0.22% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34,766 | $3.20M | 0.22% | +3,133+9.9% | Added |
| Lantz Financial LLC | 34,479 | $3.17M | 0.87% | −914−2.6% | Reduced |
| Forte Capital LLC | 34,412 | $3.16M | 0.38% | −1,134−3.2% | Reduced |
| Reaves W H & Co Inc | 34,398 | $3.16M | 0.08% | −7,347−17.6% | Reduced |
| Empowered Funds, LLC | 34,003 | $3.13M | 0.04% | +5,067+17.5% | Added |
| Stonebridge Financial Group, LLC | 33,657 | $3.09M | 0.33% | +14,513+75.8% | Added |
| Woodmont Investment Counsel LLC | 33,365 | $3.07M | 0.22% | −2,291−6.4% | Reduced |
| Chemung Canal Trust Co | 33,296 | $3.06M | 0.67% | +21,180+174.8% | Added |
| First National Trust Co | 33,260 | $3.06M | 0.12% | −246−0.7% | Reduced |
| OneAscent Wealth Management LLC | 33,230 | $3.06M | 1.32% | −6,218−15.8% | Reduced |
| Mutual Advisors, LLC | 33,583 | $3.04M | 0.09% | +800+2.4% | Added |
| Cushing Asset Management, LP | 33,000 | $3.03M | 0.19% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 32,956 | $3.03M | 0.41% | +25,558+345.5% | Added |
| Rockline Wealth Management, LLC | 32,954 | $3.03M | 0.84% | +1,227+3.9% | Added |
| Adalta Capital Management LLC | 32,794 | $3.02M | 1.61% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 32,742 | $3.01M | 0.39% | +776+2.4% | Added |
| KCM Investment Advisors LLC | 32,726 | $3.01M | 0.11% | +1,500+4.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 32,587 | $3.00M | 0.09% | +227+0.7% | Added |
| GTS Securities LLC | 32,531 | $2.99M | 0.13% | +22,861+236.4% | Added |
| Robbins Farley LLC | 32,454 | $2.98M | 1.58% | +119+0.4% | Added |
| Hartford Financial Management Inc. | 32,200 | $2.96M | 0.61% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 32,145 | $2.96M | 0.57% | −851−2.6% | Reduced |
| apricus wealth, LLC | 32,055 | $2.95M | 1.75% | +1,215+3.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,050 | $2.95M | 1.65% | +80.0% | Added |
| Buckingham Strategic Partners | 31,987 | $2.94M | 0.04% | +1,446+4.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 31,855 | $2.93M | 0.21% | +630+2.0% | Added |
| South State Corp. | 31,799 | $2.92M | 0.13% | +1,353+4.4% | Added |
| Texas Yale Capital Corp. | 31,470 | $2.89M | 0.12% | +500+1.6% | Added |
| LBMC Investment Advisors, LLC | 31,461 | $2.89M | 0.23% | +7,933+33.7% | Added |
| EverSource Wealth Advisors, LLC | 31,443 | $2.89M | 0.16% | +3,975+14.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 31,409 | $2.89M | 0.27% | +1,139+3.8% | Added |
| TownSquare Capital, LLC | 31,359 | $2.88M | 0.03% | +1,193+4.0% | Added |
| Courier Capital LLC | 31,340 | $2.88M | 0.19% | +1,320+4.4% | Added |
| Ethic Inc. | 31,176 | $2.86M | 0.06% | +4,600+17.3% | Added |
| Leelyn Smith, LLC | 30,896 | $2.84M | 0.50% | −777−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 30,871 | $2.84M | 0.06% | −36,077−53.9% | Reduced |
| Congress Wealth Management LLC | 31,035 | $2.83M | 0.03% | +13,438+76.4% | Added |
| Biltmore Family Office, LLC | 30,772 | $2.83M | 0.48% | 00.0% | Unchanged |
| Holderness Investments Co | 30,705 | $2.82M | 0.66% | −246−0.8% | Reduced |
| Marshall Financial Group LLC | 30,672 | $2.82M | 0.62% | +862+2.9% | Added |
| Element Capital Management LLC | 30,623 | $2.82M | 0.70% | +30,623 | New |
| McRae Capital Management Inc | 30,552 | $2.81M | 0.59% | −4,080−11.8% | Reduced |
| Shoker Investment Counsel, Inc. | 30,394 | $2.79M | 0.94% | +1,013+3.4% | Added |
| Quest Partners LLC | 30,179 | $2.77M | 0.30% | +23,111+327.0% | Added |
| Hayek Kallen Investment Management | 30,163 | $2.77M | 1.02% | −475−1.6% | Reduced |
| Arete Wealth Advisors, LLC | 30,062 | $2.76M | 0.21% | +11,611+62.9% | Added |
| Clarkston Capital Partners, LLC | 30,000 | $2.76M | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.76M | 0.11% | 00.0% | Unchanged |