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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q2 2025 vs. Q1 2025

How the institutions holding Southern Co changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SO: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,207272,184+4
Shares750.8M1.41M775.5M+26.1M (+3.5%)
Value$69.0B$129.3M$70.8B+$1.92B (+2.8%)

27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (129)

Institutions that held Southern Co at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 129 by value.

Institutions new to SO in Q2 2025
InstitutionSharesValue% of portfolio
Capital World Investors7,981,421$732.9M0.11%
Point72 Asset Management, L.P.1,197,502$110.0M0.26%
Midwest Trust Co225,772$20.7M0.29%
Waycross Partners, LLC158,554$14.6M1.37%
Mirae Asset Securities (USA) Inc.100,260$9.21M0.41%
Kempen Capital Management N.V.91,747$8.43M0.08%
Mizuho Securities USA LLC75,957$6.98M0.15%
Longbow Finance SA73,524$6.75M0.72%
Freestone Capital Holdings, LLC69,351$6.37M0.22%
Grant Private Wealth Management Inc60,811$5.58M3.17%
Glenmede Investment Management, LP54,803$5.03M0.03%
Swedbank AB52,275$4.80M0.01%
Old National Bancorp50,443$4.63M0.08%
Strategic Planning Group, LLC48,484$4.45M0.72%
Park Avenue Securities LLC44,632$4.10M0.04%
Tortoise Capital Advisors, L.L.C.39,174$3.60M0.05%
Richard Bernstein Advisors LLC37,921$3.48M0.09%
Vise Technologies, Inc.35,191$3.23M0.13%
Ilex Capital Partners (UK) LLP29,702$2.73M0.09%
Hilltop National Bank28,833$2.65M0.69%
Bayesian Capital Management, LP27,300$2.51M0.40%
Soundwatch Capital LLC1,125,364$2.49M0.53%
Quadrature Capital Ltd26,372$2.42M0.04%
Klein Pavlis & Peasley Financial, Inc.25,611$2.35M1.57%
Brevan Howard Capital Management LP25,010$2.30M0.03%
Summit Trail Advisors, LLC24,790$2.28M0.04%
Global Retirement Partners, LLC21,051$1.93M0.05%
Compass Wealth Management, LLC18,645$1.71M0.92%
Canada Post Corp Registered Pension Plan17,432$1.60M0.09%
Maridea Wealth Management LLC16,440$1.51M0.39%
Wetherby Asset Management Inc15,095$1.39M0.06%
Capstone Investment Advisors, LLC15,012$1.38M0.01%
NewEdge Wealth, LLC13,801$1.32M0.02%
Applied Finance Capital Management, LLC12,696$1.17M0.08%
Strategic Wealth Partners, Ltd.12,301$1.13M0.09%
North Dallas Bank & Trust Co12,176$1.12M0.85%
WCG Wealth Advisors LLC11,986$1.10M0.07%
Boston Private Wealth LLC11,471$1.05M0.06%
WFA of San Diego, LLC7,860$721.8K0.53%
USA Financial Portformulas Corp7,403$679.8K0.12%
Turtle Creek Wealth Advisors, LLC7,292$669.6K0.08%
Winton Group Ltd7,130$654.7K0.03%
Quantitative Investment Management, LLC5,994$550.0K0.07%
AlphaStar Capital Management, LLC5,720$525.3K0.04%
Triton Wealth Management, PLLC5,250$498.8K0.21%
Summit Wealth Group LLC5,402$496.1K0.12%
Monograph Wealth Advisors, LLC5,088$467.2K0.06%
Oliver Lagore Vanvalin Investment Group5,025$462.0K0.18%
Blueshift Asset Management, LLC4,892$449.2K0.14%
Arrow Financial Corp4,848$445.2K0.05%
Caliber Wealth Management, LLC4,638$425.9K0.05%
BCS Wealth Management4,572$420.0K0.09%
Adviser Investments LLC4,568$419.4K0.01%
West Tower Group, LLC4,500$413.2K0.90%
Wealth Advisory Team LLC4,490$412.3K0.39%
Ferguson Shapiro LLC4,305$395.3K0.13%
B.O.S.S. Retirement Advisors, LLC4,156$381.6K0.10%
Monument Capital Management4,059$372.7K0.10%
Sara-Bay Financial4,025$369.6K0.13%
Armstrong, Fleming & Moore, Inc3,879$356.2K0.19%
Second Half Financial Partners, LLC3,761$345.3K0.16%
Principal Street Partners, LLC3,578$328.6K0.03%
Financial Harvest, LLC3,363$308.8K0.23%
First Foundation Advisors3,314$304.3K0.01%
LOM Asset Management Ltd3,265$300.0K0.10%
Strathmore Capital Advisors, Inc.3,255$299.3K0.13%
MUFG Securities EMEA plc3,248$298.3K0.01%
BCS Private Wealth Management, Inc.3,030$278.0K0.10%
Maia Wealth LLC3,022$277.6K0.05%
J Hagan Capital, Inc.2,910$275.8K0.19%
Lighthouse Investment Partners, LLC3,000$275.5K0.01%
Great Diamond Partners, LLC2,874$263.9K0.06%
Nordwand Advisors, LLC2,850$261.7K0.04%
Beacon Financial Advisory LLC2,838$260.6K0.07%
Cultivar Capital, Inc.2,795$256.7K0.19%
V. M. Manning & Co., Inc.2,780$256.6K0.28%
Acorns Advisers, LLC2,685$247.0K0.00%
ING Groep NV2,630$241.5K0.00%
Optas, LLC2,623$240.9K0.05%
Brian Low Financial Group, LLC2,609$239.6K0.22%
PFG Advisors2,549$234.0K0.01%
Patton Fund Management, Inc.2,435$223.6K0.05%
Client First Capital LLC2,418$222.0K0.10%
Tevis Investment Management2,413$221.6K0.14%
Valley Forge Investment Consultants Inc Adv2,400$220.4K0.07%
PKS Advisory Services, LLC2,333$214.3K0.05%
Bordeaux Wealth Advisors LLC2,261$207.6K0.03%
Atlas Private Wealth Advisors2,255$207.1K0.03%
Stonebrook Private Inc.2,250$206.6K0.05%
Private Management Group Inc2,248$206.4K0.01%
Arista Wealth Management, LLC2,245$206.2K0.03%
Howland Capital Management LLC2,222$204.0K0.01%
Quest Investment Management LLC2,220$203.9K0.02%
ASB Consultores, LLC2,217$203.6K0.14%
Sterling Wealth Management, Inc.2,206$202.6K0.07%
Iams Wealth Management, LLC2,201$202.1K0.09%
Advent Capital Management2,200$202.0K0.00%
Strategic Family Wealth Counselors, L.L.C.2,179$200.1K0.06%
Presper Financial Architects, LLC2,177$200.0K0.15%
RMG Wealth Management LLC1,672$157.2K0.02%

Sold out (125)

Institutions that held Southern Co at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 125 by value.

Institutions that sold out of SO in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Freestone Grove Partners LP304,147$28.0M
Seven Grand Managers, LLC300,000$27.6M
Trexquant Investment LP299,225$27.5M
Corebridge Financial, Inc.244,376$22.5M
Financial Counselors Inc231,124$21.3M
Renaissance Technologies LLC189,700$17.4M
AustralianSuper Pty Ltd92,552$8.51M
L & S Advisors Inc44,341$4.08M
Schonfeld Strategic Advisors LLC43,214$3.97M
Aquatic Capital Management LLC43,051$3.96M
Allstate Corp40,792$3.75M
XTX Topco Ltd38,840$3.57M
Alyeska Investment Group, L.P.38,230$3.52M
Element Capital Management LLC30,623$2.82M
United Services Automobile Association25,835$2.35M
Two Sigma Advisers, LP24,000$2.21M
Occudo Quantitative Strategies LP22,887$2.09M
Nebula Research & Development LLC18,177$1.67M
DRW Securities, LLC17,103$1.57M
Virginia Retirement Systems Et Al15,800$1.45M
Ninepoint Partners LP15,557$1.43M
Walleye Capital LLC15,068$1.39M
Sterling Investment Counsel, LLC12,424$1.14M
Tradewinds, LLC.11,377$1.05M
BEAM Asset Management, LLC10,471$962.8K
Concentric Capital Strategies, LP9,291$854.3K
Axq Capital, LP9,192$845.2K
Advisor Resource Council8,744$800.0K
Groesbeck Investment Management Corp8,100$745.0K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.7,900$726.4K
Farringdon Capital, Ltd.7,529$692.3K
Polymer Capital Management (US) LLC7,437$683.8K
Marex Group plc7,000$643.6K
Perpetual Ltd6,984$642.2K
Gordian Capital Singapore Pte Ltd7,000$637.9K
Fox Run Management, L.L.C.6,715$617.4K
Hexagon Capital Partners LLC6,662$612.6K
FORA Capital, LLC6,135$564.1K
Convergence Investment Partners, LLC5,750$528.7K
Centiva Capital, LP5,628$517.5K
Joel Adams & Associates, Inc.5,315$488.7K
Carolinas Wealth Consulting LLC5,173$475.7K
Glass Jacobson Investment Advisors llc5,630$463.5K
Altus Wealth Group LLC5,032$462.6K
Aster Capital Management (DIFC) Ltd5,139$461.4K
Corps Capital Advisors, LLC5,000$459.8K
Two Sigma Investments, LP4,800$441.4K
CenterStar Asset Management, LLC4,678$430.3K
Blake Schutter Theil Wealth Advisors, LLC4,558$419.1K
Gsa Capital Partners LLP4,432$408.0K
Jane Street Group, LLC4,403$404.9K
Fiducient Advisors LLC4,253$391.1K
Jacobs Levy Equity Management, Inc4,241$390.0K
Legacy Advisors, LLC4,240$389.9K
Connor, Clark & Lunn Investment Management Ltd.4,120$378.8K
Oak Thistle LLC4,085$375.6K
Bayforest Capital Ltd4,078$375.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,988$366.7K
Cutter & CO Brokerage, Inc.3,959$364.1K
Wealth Group, Ltd.3,896$358.0K
Stevens Capital Management LP3,854$354.0K
Altus Wealth Management, LLC3,808$350.1K
Tennessee Valley Asset Management Partners3,785$348.0K
SIMA Wealth Partners, LLC3,780$347.6K
Parallax Volatility Advisers, L.P.3,477$319.7K
Arbor Trust Wealth Advisors, LLC3,471$319.2K
Gibbs Wealth Management3,317$305.0K
FSA Advisors, Inc.3,246$298.5K
111 Capital2,740$251.9K
Oxford Financial Group Ltd2,698$248.1K
Curran Financial Partners, LLC2,591$238.3K
Q3 Asset Management2,586$237.0K
Kingdom Financial Group LLC.2,485$228.5K
Tucker Asset Management LLC2,483$228.3K
SkyView Investment Advisors, LLC2,436$224.0K
Founders Financial Alliance, LLC2,431$223.5K
Idaho Trust Bank2,400$220.7K
Catalyst Funds Management Pty Ltd2,400$220.7K
Phillips Wealth Planners LLC2,361$212.1K
Sage Private Wealth Group, LLC2,305$211.9K
Headinvest, LLC2,284$210.0K
Engineers Gate Manager LP2,275$209.2K
Roberts Wealth Advisors, LLC2,271$208.8K
Tandem Capital Management Corp2,235$205.5K
Verus Capital Partners, LLC2,231$205.2K
JBR Co Financial Management Inc2,215$203.7K
Rathbone Brothers plc2,210$203.2K
Peachtree Investment Partners, LLC2,202$202.5K
Coastal Investment Advisors, Inc.2,179$200.4K
Motiv8 Investments LLC2,177$200.2K
PFG Private Wealth Management, LLC1,922$176.7K
Anderson Financial Strategies, LLC1,795$165.1K
Greenline Partners, LLC1,733$159.3K
Wealth Advisors of Tampa Bay, LLC1,369$125.9K
Ruedi Wealth Management, Inc.1,329$122.2K
Teachers Insurance & Annuity Association of America1,264$116.2K
Cutler Capital Management, LLC1,258$115.7K
Quarry LP507$46.6K
Saudi Central Bank431$39.6K
FSC Wealth Advisors, LLC346$31.9K

Not filed for Q2 2025 yet (27)

Institutions that held Southern Co at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A321,244$29.5M
Orion Portfolio Solutions, LLC274,222$25.2M
Sabal Trust CO254,586$23.4M
Rakuten Investment Management, Inc.100,147$9.13M
Mizuho Securities USA LLC87,731$8.07M
Glenmede Trust Co NA68,181$6.27M
Griffith & Werner, Inc.59,013$5.43M
Bremer Bank National Association52,595$4.84M
Shorepoint Capital Partners LLC49,256$4.53M
Schechter Investment Advisors, LLC19,305$1.78M
Regent Peak Wealth Advisors LLC18,085$1.66M
Sheaff Brock Investment Advisors, LLC16,009$1.47M
Sandy Spring Bank15,511$1.43M
CAPROCK Group, Inc.15,168$1.39M
Montecito Bank & Trust9,876$908.1K
Davis Capital Management9,316$856.6K
Centre Asset Management, LLC8,317$765.0K
Delta Financial Group, Inc.7,553$671.0K
Lindbrook Capital, LLC6,008$552.4K
Members Wealth LLC4,467$410.8K
Callan Capital, LLC3,301$303.5K
Rappaport Reiches Capital Management, LLC3,068$282.1K
Marcum Wealth, LLC2,589$238.1K
Sofos Investments, Inc.1,207$111.0K
Spectrum Wealth Counsel, LLC403$37.1K
Noble Wealth Management PBC96$8.83K
Nova Wealth Management, Inc.7$644