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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 21,283 | $1.96M | 0.51% | −5,977−21.9% | Reduced |
| GAMMA Investing LLC | 21,253 | $1.95M | 0.15% | +4,005+23.2% | Added |
| Vinva Investment Management Ltd | 21,425 | $1.95M | 0.08% | +3,814+21.7% | Added |
| NTV Asset Management LLC | 21,175 | $1.95M | 0.26% | −1,200−5.4% | Reduced |
| Stock Yards Bank & Trust Co | 21,160 | $1.95M | 0.07% | −919−4.2% | Reduced |
| MUFG Securities Americas Inc. | 21,157 | $1.95M | 0.23% | +4,983+30.8% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.94M | 1.27% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 21,078 | $1.94M | 0.16% | −9,039−30.0% | Reduced |
| Capital Investment Advisory Services, LLC | 21,067 | $1.94M | 0.17% | +652+3.2% | Added |
| MSH Capital Advisors LLC | 21,036 | $1.93M | 0.60% | +785+3.9% | Added |
| Patten & Patten Inc | 20,967 | $1.93M | 0.13% | +68+0.3% | Added |
| Smith, Moore & Co. | 20,941 | $1.93M | 0.18% | +45+0.2% | Added |
| RDA Financial Network | 20,878 | $1.92M | 0.57% | −83−0.4% | Reduced |
| NBC Securities, Inc. | 20,840 | $1.92M | 0.16% | +20,819+99,138.1% | Added |
| Geneos Wealth Management Inc. | 20,800 | $1.91M | 0.06% | +709+3.5% | Added |
| Benedict Financial Advisors Inc | 20,692 | $1.90M | 0.44% | +21+0.1% | Added |
| Bangor Savings Bank | 20,428 | $1.88M | 0.18% | −1,094−5.1% | Reduced |
| Ontario Teachers Pension Plan Board | 20,414 | $1.88M | 0.03% | +20,414 | New |
| Weaver Capital Management LLC | 20,323 | $1.87M | 0.50% | +438+2.2% | Added |
| Mystic Asset Management, Inc. | 20,238 | $1.86M | 0.49% | +327+1.6% | Added |
| Hudson Valley Investment Advisors Inc | 20,190 | $1.86M | 0.22% | −90−0.4% | Reduced |
| Shelton Capital Management | 20,188 | $1.86M | 0.04% | −160−0.8% | Reduced |
| Consolidated Planning Corp | 20,141 | $1.85M | 0.25% | −52−0.3% | Reduced |
| Toroso Investments, LLC | 20,126 | $1.85M | 0.02% | −481−2.3% | Reduced |
| Mayfair Advisory Group, LLC | 20,050 | $1.84M | 1.06% | −1,082−5.1% | Reduced |
| Atomi Financial Group, Inc. | 20,028 | $1.84M | 0.08% | −168−0.8% | Reduced |
| Canal Insurance CO | 20,000 | $1.84M | 0.43% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 19,986 | $1.84M | 0.08% | +1,033+5.5% | Added |
| Donaldson Capital Management, LLC | 19,926 | $1.83M | 0.07% | −550−2.7% | Reduced |
| Parsons Capital Management Inc | 19,824 | $1.82M | 0.10% | −616−3.0% | Reduced |
| First City Capital Management, Inc. | 19,767 | $1.82M | 1.09% | −3,011−13.2% | Reduced |
| Pensionmark Financial Group, LLC | 19,738 | $1.81M | 0.05% | −1,692−7.9% | Reduced |
| Plan Group Financial, LLC | 19,730 | $1.81M | 0.65% | +5,353+37.2% | Added |
| LMG Wealth Partners, LLC | 19,700 | $1.81M | 0.40% | −70.0% | Reduced |
| LVW Advisors, LLC | 19,653 | $1.81M | 0.22% | +1,087+5.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 19,613 | $1.80M | 1.34% | +480+2.5% | Added |
| Good Life Advisors, LLC | 19,609 | $1.80M | 0.13% | −263−1.3% | Reduced |
| Schechter Investment Advisors, LLC | 19,305 | $1.78M | 0.15% | −2,630−12.0% | Reduced |
| NorthRock Partners, LLC | 19,281 | $1.77M | 0.06% | +832+4.5% | Added |
| Peoples Financial Services Corp. | 19,251 | $1.77M | 0.85% | −300−1.5% | Reduced |
| SBI Securities Co., Ltd. | 19,159 | $1.76M | 0.06% | +194+1.0% | Added |
| Axxcess Wealth Management, LLC | 19,005 | $1.75M | 0.05% | +2,147+12.7% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.75M | 0.30% | 00.0% | Unchanged |
| Ignite Planners, LLC | 19,050 | $1.74M | 0.34% | +3,771+24.7% | Added |
| Assetmark, Inc | 18,792 | $1.73M | 0.00% | +2,043+12.2% | Added |
| Bahl & Gaynor Inc | 18,751 | $1.72M | 0.01% | +4,261+29.4% | Added |
| LVZ Advisors, Inc. | 18,744 | $1.72M | 0.23% | +476+2.6% | Added |
| Brooks, Moore & Associates, Inc. | 18,723 | $1.72M | 0.97% | −200−1.1% | Reduced |
| Worldquant Millennium Advisors LLC | 18,609 | $1.71M | 0.01% | +18,609 | New |
| SWAN Capital LLC | 18,525 | $1.70M | 0.79% | +146+0.8% | Added |
| Rollins Financial Advisors, LLC | 18,509 | $1.70M | 0.30% | +725+4.1% | Added |
| Primoris Wealth Advisors, LLC | 18,494 | $1.70M | 1.32% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 18,435 | $1.70M | 0.83% | +40.0% | Added |
| Eagle Rock Investment Company, LLC | 18,429 | $1.69M | 0.29% | −105−0.6% | Reduced |
| ICW Investment Advisors LLC | 18,428 | $1.69M | 0.69% | +48+0.3% | Added |
| Frank, Rimerman Advisors LLC | 18,385 | $1.69M | 0.13% | +304+1.7% | Added |
| Accurate Wealth Management, LLC | 18,798 | $1.69M | 0.32% | +1,133+6.4% | Added |
| Koshinski Asset Management, Inc. | 18,341 | $1.69M | 0.14% | +770+4.4% | Added |
| Lineweaver Wealth Advisors, LLC | 18,305 | $1.68M | 0.29% | +2,111+13.0% | Added |
| Providence First Trust Co | 18,280 | $1.68M | 0.68% | −181−1.0% | Reduced |
| Verity Asset Management, Inc. | 18,212 | $1.67M | 0.68% | +9,107+100.0% | Added |
| Bryn Mawr Trust Co | 18,199 | $1.67M | 0.03% | −1,471−7.5% | Reduced |
| Romano Brothers and Company | 18,189 | $1.67M | 0.22% | −496−2.7% | Reduced |
| Nebula Research & Development LLC | 18,177 | $1.67M | 0.15% | +11,923+190.6% | Added |
| Regent Peak Wealth Advisors LLC | 18,085 | $1.66M | 0.39% | −100−0.5% | Reduced |
| Danske Bank A/S | 18,063 | $1.66M | 0.01% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 18,065 | $1.66M | 0.73% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,984 | $1.65M | 0.06% | +131+0.7% | Added |
| Sumitomo Life Insurance Co | 17,968 | $1.65M | 0.06% | −70.0% | Reduced |
| Aviva PLC | 17,943 | $1.65M | 0.00% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 17,892 | $1.65M | 1.02% | +132+0.7% | Added |
| RFP Financial Group LLC | 17,888 | $1.64M | 0.66% | −453−2.5% | Reduced |
| Hilltop Holdings Inc. | 17,864 | $1.64M | 0.10% | +3,069+20.7% | Added |
| Earnest Partners LLC | 17,773 | $1.63M | 0.01% | +11+0.1% | Added |
| Valeo Financial Advisors, LLC | 17,631 | $1.62M | 0.05% | +1,083+6.5% | Added |
| Jump Financial, LLC | 17,581 | $1.62M | 0.02% | −4,162−19.1% | Reduced |
| Raleigh Capital Management Inc. | 17,575 | $1.62M | 0.73% | −5,298−23.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 17,553 | $1.61M | 0.31% | −453−2.5% | Reduced |
| Bristlecone Advisors, LLC | 17,536 | $1.61M | 0.13% | −539−3.0% | Reduced |
| Meketa Investment Group Inc | 17,511 | $1.61M | 2.17% | +8,188+87.8% | Added |
| Jeppson Wealth Management, LLC | 17,503 | $1.61M | 0.59% | +121+0.7% | Added |
| Wellington Shields & Co., LLC | 17,334 | $1.59M | 0.50% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 17,311 | $1.59M | 0.44% | +364+2.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,302 | $1.59M | 0.56% | −849−4.7% | Reduced |
| Burns J W & Co Inc | 17,232 | $1.58M | 0.21% | −79−0.5% | Reduced |
| Twin Capital Management Inc | 17,210 | $1.58M | 0.18% | −320−1.8% | Reduced |
| DRW Securities, LLC | 17,103 | $1.57M | 0.13% | +17,103 | New |
| Asset Advisors Investment Management, LLC | 17,048 | $1.57M | 0.16% | +1,046+6.5% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.56M | 0.20% | 00.0% | Unchanged |
| Gleason Group, Inc. | 16,981 | $1.56M | 0.28% | +137+0.8% | Added |
| Ritholtz Wealth Management | 16,971 | $1.56M | 0.05% | +3,461+25.6% | Added |
| Interval Partners, LP | 16,948 | $1.56M | 0.06% | +16,948 | New |
| SeaCrest Wealth Management, LLC | 16,937 | $1.56M | 0.18% | −149−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 16,800 | $1.54M | 0.01% | +2,059+14.0% | Added |
| Wedmont Private Capital | 17,055 | $1.53M | 0.08% | +852+5.3% | Added |
| Strategic Blueprint, LLC | 16,637 | $1.53M | 0.08% | +870+5.5% | Added |
| Ameritas Advisory Services, LLC | 17,026 | $1.53M | 0.06% | +9,966+141.2% | Added |
| Ipswich Investment Management Co., Inc. | 16,401 | $1.51M | 0.37% | +280+1.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.51M | 0.14% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 16,330 | $1.50M | 0.05% | +678+4.3% | Added |