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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 16,222 | $1.49M | 0.17% | +243+1.5% | Added |
| TCW Group Inc | 16,177 | $1.49M | 0.01% | +872+5.7% | Added |
| Johnson Financial Group, Inc. | 16,130 | $1.48M | 0.07% | +4,246+35.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,009 | $1.47M | 0.14% | −1,517−8.7% | Reduced |
| International Assets Investment Management, LLC | 16,008 | $1.47M | 0.13% | +95+0.6% | Added |
| XML Financial, LLC | 15,976 | $1.47M | 0.14% | +661+4.3% | Added |
| Miracle Mile Advisors, LLC | 15,928 | $1.46M | 0.03% | +110+0.7% | Added |
| Focus Financial Network, Inc. | 15,917 | $1.46M | 0.06% | −133−0.8% | Reduced |
| High Net Worth Advisory Group LLC | 15,889 | $1.46M | 0.41% | −1,181−6.9% | Reduced |
| Stokes Family Office, LLC | 15,854 | $1.46M | 0.16% | −100−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,818 | $1.45M | 0.05% | +18+0.1% | Added |
| CapWealth Advisors, LLC | 15,801 | $1.45M | 0.16% | −77−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 15,800 | $1.45M | 0.01% | +15,800 | New |
| Investor's Fiduciary Advisor Network, LLC | 15,721 | $1.45M | 0.68% | −530−3.3% | Reduced |
| Farmers National Bank | 15,594 | $1.43M | 0.40% | −600−3.7% | Reduced |
| Highline Wealth Partners LLC | 15,560 | $1.43M | 0.48% | +252+1.6% | Added |
| Ninepoint Partners LP | 15,557 | $1.43M | 0.25% | +847+5.8% | Added |
| Sandy Spring Bank | 15,511 | $1.43M | 0.06% | −58−0.4% | Reduced |
| GoalVest Advisory LLC | 15,415 | $1.42M | 0.39% | +2,361+18.1% | Added |
| Silver Oak Securities, Inc | 15,489 | $1.41M | 0.13% | +558+3.7% | Added |
| Burke & Herbert Bank & Trust Co | 15,350 | $1.41M | 0.34% | −391−2.5% | Reduced |
| Venturi Wealth Management, LLC | 15,326 | $1.41M | 0.07% | −435−2.8% | Reduced |
| Centennial Bank | 15,316 | $1.41M | 0.67% | −1,344−8.1% | Reduced |
| Confluence Wealth Services, Inc. | 15,396 | $1.40M | 0.09% | +162+1.1% | Added |
| BancorpSouth Bank | 15,220 | $1.40M | 0.10% | +1,010+7.1% | Added |
| L.M. Kohn & Company | 15,210 | $1.40M | 0.37% | −2,130−12.3% | Reduced |
| Powers Advisory Group, LLC | 15,169 | $1.39M | 0.66% | −69−0.5% | Reduced |
| CAPROCK Group, Inc. | 15,168 | $1.39M | 0.04% | −11,875−43.9% | Reduced |
| Adirondack Trust Co | 15,150 | $1.39M | 0.54% | −820−5.1% | Reduced |
| Fca Corp | 15,121 | $1.39M | 0.44% | +537+3.7% | Added |
| Walleye Capital LLC | 15,068 | $1.39M | 0.02% | −1,510−9.1% | Reduced |
| New Age Alpha Advisors, LLC | 14,916 | $1.37M | 0.06% | −17,053−53.3% | Reduced |
| Huber Capital Management LLC | 14,900 | $1.37M | 0.26% | −800−5.1% | Reduced |
| Skopos Labs, Inc. | 14,854 | $1.37M | 0.29% | +3,941+36.1% | Added |
| Vontobel Holding Ltd. | 14,756 | $1.36M | 0.00% | −4,499−23.4% | Reduced |
| Penserra Capital Management LLC | 14,739 | $1.35M | 0.02% | +11,870+413.7% | Added |
| Boothbay Fund Management, LLC | 14,697 | $1.35M | 0.05% | +14,697 | New |
| Pitcairn Co | 14,694 | $1.35M | 0.08% | +9,977+211.5% | Added |
| Glen Eagle Advisors, LLC | 14,675 | $1.35M | 0.22% | +187+1.3% | Added |
| Red Door Wealth Management, LLC | 14,673 | $1.35M | 0.20% | +664+4.7% | Added |
| Spreng Capital Management, Inc. | 14,617 | $1.34M | 0.61% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,592 | $1.34M | 0.25% | +1,084+8.0% | Added |
| Delta Asset Management LLC | 14,549 | $1.34M | 0.13% | −180−1.2% | Reduced |
| Sculati Wealth Management, LLC | 14,530 | $1.34M | 0.54% | −380−2.5% | Reduced |
| Flputnam Investment Management Co | 14,519 | $1.34M | 0.03% | +1,767+13.9% | Added |
| DMG Group, LLC | 14,470 | $1.33M | 1.08% | +96+0.7% | Added |
| Fullerton Fund Management Co Ltd. | 14,441 | $1.33M | 0.09% | −1,448−9.1% | Reduced |
| Philadelphia Trust Co | 14,430 | $1.33M | 0.11% | −40−0.3% | Reduced |
| Register Financial Advisors LLC | 14,382 | $1.32M | 0.69% | +28+0.2% | Added |
| Mitchell Sinkler & Starr | 14,298 | $1.31M | 0.37% | +1,061+8.0% | Added |
| Chatham Capital Group, Inc. | 14,294 | $1.31M | 0.22% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 14,281 | $1.31M | 0.33% | −200−1.4% | Reduced |
| Glenview Trust Co | 14,198 | $1.31M | 0.03% | −4,210−22.9% | Reduced |
| Ti-Trust, Inc | 14,160 | $1.30M | 0.86% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 14,125 | $1.30M | 0.67% | −18−0.1% | Reduced |
| Kiker Wealth Management, LLC | 14,112 | $1.30M | 0.89% | +121+0.9% | Added |
| Kovack Advisors, Inc. | 14,080 | $1.29M | 0.14% | −2,085−12.9% | Reduced |
| Berkeley Capital Partners, LLC | 14,070 | $1.29M | 0.36% | +132+0.9% | Added |
| Farmers & Merchants Investments Inc | 14,045 | $1.29M | 0.04% | −30−0.2% | Reduced |
| Cannon Financial Strategists, Inc. | 14,011 | $1.29M | 0.22% | +300+2.2% | Added |
| Aprio Wealth Management, LLC | 14,000 | $1.29M | 0.16% | +2,660+23.5% | Added |
| Detalus Advisors, LLC | 13,977 | $1.29M | 0.40% | +42+0.3% | Added |
| Checchi Capital Advisers, LLC | 13,962 | $1.28M | 0.09% | +474+3.5% | Added |
| NovaPoint Capital, LLC | 13,927 | $1.28M | 0.39% | +2,357+20.4% | Added |
| Jackson Thornton Asset Management, LLC | 13,937 | $1.28M | 0.17% | +34+0.2% | Added |
| First County Bank | 13,894 | $1.28M | 0.71% | −2,487−15.2% | Reduced |
| Personal Cfo Solutions, LLC | 13,880 | $1.28M | 0.26% | +53+0.4% | Added |
| ForthRight Wealth Management, LLC | 13,875 | $1.28M | 0.43% | −32−0.2% | Reduced |
| Mission Wealth Management, LP | 13,871 | $1.28M | 0.03% | +614+4.6% | Added |
| West Bancorporation Inc | 13,820 | $1.27M | 0.86% | 00.0% | Unchanged |
| Bank & Trust Co | 13,784 | $1.27M | 1.03% | −789−5.4% | Reduced |
| Spire Wealth Management | 13,761 | $1.27M | 0.04% | +335+2.5% | Added |
| Empire Financial Management Company, LLC | 13,667 | $1.26M | 0.39% | −3,366−19.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,667 | $1.26M | 0.03% | −340−2.4% | Reduced |
| Brighton Jones LLC | 13,664 | $1.26M | 0.04% | +464+3.5% | Added |
| Archford Capital Strategies, LLC | 13,600 | $1.25M | 0.18% | −154−1.1% | Reduced |
| Invesco, LLC | 13,559 | $1.25M | 0.51% | +10,971+423.9% | Added |
| Mesirow Financial Investment Management, Inc. | 13,547 | $1.25M | 0.02% | −114−0.8% | Reduced |
| Baldwin Investment Management, LLC | 13,458 | $1.24M | 0.15% | +931+7.4% | Added |
| Cresset Asset Management, LLC | 13,428 | $1.23M | 0.01% | −4,170−23.7% | Reduced |
| Parallel Advisors, LLC | 13,279 | $1.22M | 0.03% | +594+4.7% | Added |
| Callan Family Office, LLC | 13,248 | $1.22M | 0.09% | −17,295−56.6% | Reduced |
| Wiser Wealth Management, Inc | 13,232 | $1.22M | 0.34% | −43−0.3% | Reduced |
| Sheets Smith Wealth Management | 13,227 | $1.22M | 0.15% | −495−3.6% | Reduced |
| United Bank | 13,150 | $1.21M | 0.15% | −125−0.9% | Reduced |
| Western Wealth Management, LLC | 13,129 | $1.21M | 0.08% | −8,099−38.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,063 | $1.20M | 0.00% | +13,063 | New |
| Constitution Capital LLC | 13,020 | $1.20M | 0.66% | +1,800+16.0% | Added |
| Grimes & Company, Inc. | 13,017 | $1.20M | 0.04% | +751+6.1% | Added |
| Asset Planning,Inc | 12,853 | $1.18M | 0.93% | +40.0% | Added |
| Prosperity Consulting Group, LLC | 12,805 | $1.18M | 0.09% | +411+3.3% | Added |
| Stiles Financial Services Inc | 12,783 | $1.18M | 0.45% | +85+0.7% | Added |
| IFP Advisors, Inc | 12,624 | $1.17M | 0.04% | −1,396−10.0% | Reduced |
| Country Club Bank | 12,830 | $1.17M | 0.08% | −15−0.1% | Reduced |
| SPC Financial, Inc. | 12,712 | $1.17M | 0.10% | +12,712 | New |
| Guardian Wealth Advisors, LLC | 12,697 | $1.17M | 0.09% | −327−2.5% | Reduced |
| Valmark Advisers, Inc. | 12,662 | $1.16M | 0.02% | +1,255+11.0% | Added |
| Waterfront Wealth Inc. | 12,617 | $1.16M | 0.28% | 00.0% | Unchanged |
| Keystone Financial Group | 12,607 | $1.16M | 0.12% | −435−3.3% | Reduced |
| Reuter James Wealth Management, LLC | 12,597 | $1.16M | 0.20% | −81−0.6% | Reduced |