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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 29,851 | $2.74M | 0.03% | +1,147+4.0% | Added |
| Naviter Wealth, LLC | 29,992 | $2.73M | 0.33% | +172+0.6% | Added |
| Pullen Investment Management, LLC | 29,630 | $2.72M | 1.72% | −32−0.1% | Reduced |
| Fulton Bank, N.A. | 29,626 | $2.72M | 0.11% | −277−0.9% | Reduced |
| Rahlfs Capital, LLC | 29,570 | $2.72M | 2.72% | −725−2.4% | Reduced |
| Centaurus Financial, Inc. | 29,370 | $2.70M | 0.16% | +1,879+6.8% | Added |
| Financial Advisory Service, Inc. | 29,342 | $2.70M | 0.22% | +1,380+4.9% | Added |
| Allen Capital Group, LLC | 29,280 | $2.69M | 0.31% | +8,205+38.9% | Added |
| Bleakley Financial Group, LLC | 29,249 | $2.69M | 0.09% | +3,887+15.3% | Added |
| Broadwater Capital Management LLC | 29,184 | $2.68M | 2.10% | −174−0.6% | Reduced |
| Old Port Advisors | 28,805 | $2.65M | 0.79% | −1,025−3.4% | Reduced |
| Miller Howard Investments Inc | 28,731 | $2.64M | 0.08% | +2,322+8.8% | Added |
| Jacobi Capital Management LLC | 28,452 | $2.62M | 0.19% | +715+2.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,699 | $2.62M | 0.40% | +129+0.5% | Added |
| TFG Advisers LLC | 28,332 | $2.61M | 0.95% | −28−0.1% | Reduced |
| Little House Capital LLC | 28,286 | $2.60M | 0.71% | +16,771+145.6% | Added |
| Hancock Whitney Corp | 28,212 | $2.59M | 0.08% | +9,695+52.4% | Added |
| Tyche Wealth Partners LLC | 28,090 | $2.58M | 0.56% | +1,514+5.7% | Added |
| Bank of Hawaii | 27,936 | $2.57M | 0.15% | −3,242−10.4% | Reduced |
| Citizens Financial Group Inc | 27,718 | $2.55M | 0.05% | +7,206+35.1% | Added |
| Equitable Trust Co | 27,684 | $2.55M | 0.14% | +192+0.7% | Added |
| We Are One Seven, LLC | 27,507 | $2.53M | 0.10% | +2,595+10.4% | Added |
| Aurora Investment Counsel | 27,504 | $2.53M | 1.40% | +27,504 | New |
| TD Private Client Wealth LLC | 27,484 | $2.53M | 0.07% | +1,083+4.1% | Added |
| West Paces Advisors Inc. | 27,419 | $2.52M | 0.57% | +22,207+426.1% | Added |
| Smith Chas P & Associates Pa Cpas | 27,196 | $2.50M | 0.15% | −72−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,015 | $2.48M | 0.01% | −109,516−80.2% | Reduced |
| GAM Holding AG | 27,006 | $2.48M | 0.19% | +27,006 | New |
| Kavar Capital Partners Group, LLC | 26,943 | $2.48M | 0.41% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 26,926 | $2.48M | 0.87% | +719+2.7% | Added |
| PFG Investments, LLC | 26,890 | $2.47M | 0.16% | −273−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,857 | $2.47M | 0.10% | −533−1.9% | Reduced |
| CBOE Vest Financial, LLC | 26,838 | $2.47M | 0.04% | +11,368+73.5% | Added |
| Mechanics Bank Trust Department | 26,714 | $2.46M | 0.34% | −1,861−6.5% | Reduced |
| Harbour Trust & Investment Management Co | 26,547 | $2.44M | 0.30% | −1,915−6.7% | Reduced |
| Fiduciary Alliance LLC | 26,497 | $2.44M | 0.24% | −51−0.2% | Reduced |
| Diversified Trust Co | 26,469 | $2.43M | 0.06% | +2,243+9.3% | Added |
| Leo Wealth, LLC | 26,442 | $2.43M | 0.35% | −2,507−8.7% | Reduced |
| Private Trust Co NA | 26,343 | $2.42M | 0.25% | +2,460+10.3% | Added |
| Argyle Capital Management Inc. | 26,271 | $2.42M | 0.90% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,200 | $2.41M | 0.06% | +22,044+530.4% | Added |
| IHT Wealth Management, LLC | 26,168 | $2.41M | 0.08% | +673+2.6% | Added |
| John G Ullman & Associates Inc | 26,103 | $2.40M | 0.37% | −91−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 25,999 | $2.39M | 0.05% | −56,123−68.3% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.37M | 0.65% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 25,646 | $2.36M | 0.38% | −1,694−6.2% | Reduced |
| United Services Automobile Association | 25,835 | $2.35M | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 25,557 | $2.35M | 0.06% | +301+1.2% | Added |
| Smartleaf Asset Management LLC | 25,714 | $2.34M | 0.23% | +3,163+14.0% | Added |
| Capital Square, LLC | 25,427 | $2.34M | 1.37% | +627+2.5% | Added |
| Ascent Wealth Partners, LLC | 25,183 | $2.32M | 0.31% | −100.0% | Reduced |
| HF Advisory Group, LLC | 25,170 | $2.31M | 1.01% | +2,995+13.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,082 | $2.31M | 0.82% | +3,010+13.6% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.30M | 0.20% | 00.0% | Unchanged |
| Baillie Gifford & Co | 24,639 | $2.27M | 0.00% | 00.0% | Unchanged |
| Stolper Co | 24,636 | $2.27M | 0.74% | +126+0.5% | Added |
| Bessemer Group Inc | 24,308 | $2.23M | 0.00% | −22,193−47.7% | Reduced |
| Armis Advisers, LLC | 24,310 | $2.23M | 0.21% | +21,387+731.7% | Added |
| Verdence Capital Advisors LLC | 24,119 | $2.22M | 0.17% | −894−3.6% | Reduced |
| Qtron Investments LLC | 24,050 | $2.21M | 0.33% | +9,656+67.1% | Added |
| Two Sigma Advisers, LP | 24,000 | $2.21M | 0.00% | −13,400−35.8% | Reduced |
| Siemens Fonds Invest GmbH | 23,984 | $2.21M | 0.15% | −202−0.8% | Reduced |
| S.E.E.D. Planning Group LLC | 23,896 | $2.20M | 0.74% | −1,055−4.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 23,818 | $2.19M | 0.28% | +93+0.4% | Added |
| Inman Jager Wealth Management, LLC | 23,686 | $2.18M | 1.63% | −228−1.0% | Reduced |
| Cape Investment Advisory, Inc. | 23,470 | $2.16M | 0.86% | +513+2.2% | Added |
| Citizens National Bank Trust Department | 23,459 | $2.16M | 0.46% | −50−0.2% | Reduced |
| Harbour Investments, Inc. | 23,424 | $2.15M | 0.06% | −9,028−27.8% | Reduced |
| Essex LLC | 23,413 | $2.15M | 0.47% | −1,211−4.9% | Reduced |
| Ci Investments Inc. | 23,369 | $2.15M | 0.01% | +11,784+101.7% | Added |
| Pacitti Group Inc. | 23,355 | $2.15M | 1.02% | +1,996+9.3% | Added |
| Quadrant Capital Group LLC | 23,178 | $2.13M | 0.08% | +11,350+96.0% | Added |
| ZWJ Investment Counsel Inc | 23,102 | $2.12M | 0.09% | −586−2.5% | Reduced |
| Southeast Asset Advisors Inc. | 23,032 | $2.12M | 0.26% | −65−0.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 22,987 | $2.11M | 0.60% | +4,658+25.4% | Added |
| Gladstone Institutional Advisory LLC | 22,940 | $2.11M | 0.10% | −1,748−7.1% | Reduced |
| D L Carlson Investment Group Inc | 22,754 | $2.09M | 0.40% | −613−2.6% | Reduced |
| Mather Group, LLC. | 22,703 | $2.09M | 0.02% | +13,910+158.2% | Added |
| Occudo Quantitative Strategies LP | 22,887 | $2.09M | 0.28% | +8,686+61.2% | Added |
| Wealthspire Advisors, LLC | 22,653 | $2.08M | 0.01% | +2,430+12.0% | Added |
| Meeder Advisory Services, Inc. | 22,473 | $2.07M | 0.12% | +2,708+13.7% | Added |
| NBT Bank N A | 22,451 | $2.06M | 0.15% | −637−2.8% | Reduced |
| HHM Wealth Advisors, LLC | 22,451 | $2.06M | 0.28% | +141+0.6% | Added |
| Change Path, LLC | 22,442 | $2.06M | 0.06% | −13,526−37.6% | Reduced |
| Old North State Trust, LLC | 24,984 | $2.06M | 1.31% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 22,346 | $2.05M | 0.19% | −134−0.6% | Reduced |
| Trust Co of Vermont | 22,281 | $2.05M | 0.10% | −2,156−8.8% | Reduced |
| Sowell Financial Services LLC | 22,247 | $2.05M | 0.09% | −7,962−26.4% | Reduced |
| Columbus Macro, LLC | 22,110 | $2.03M | 0.27% | +10.0% | Added |
| OneAscent Financial Services LLC | 22,062 | $2.03M | 0.13% | +14,072+176.1% | Added |
| Principal Securities, Inc. | 24,619 | $2.03M | 0.05% | +75+0.3% | Added |
| First United Bank Trust | 21,952 | $2.02M | 0.75% | +711+3.3% | Added |
| Marietta Investment Partners LLC | 21,894 | $2.01M | 0.49% | +17,866+443.5% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.00M | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21,726 | $2.00M | 0.01% | −832−3.7% | Reduced |
| Wedbush Securities Inc | 21,693 | $2.00M | 0.07% | +413+1.9% | Added |
| Caldwell Trust Co | 21,684 | $1.99M | 0.21% | +2,154+11.0% | Added |
| Claro Advisors LLC | 21,652 | $1.99M | 0.27% | −702−3.1% | Reduced |
| Armor Investment Advisors, LLC | 21,571 | $1.98M | 0.82% | −219−1.0% | Reduced |
| Horizon Investments, LLC | 21,452 | $1.97M | 0.06% | +880+4.3% | Added |