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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q2 2025

Institutional positions in Southern Co as of Jun 30, 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
2,184
+4 vs. Q1 2025
Shares held
775.5M
+26.1M (+3.5%) vs. Q1 2025
Total value
$70.8B
+$1.92B (+2.8%) vs. Q1 2025
New holders
129
937 more added
Sold out
125
734 more reduced

27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 2,184 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ2 2025: $70.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2025.

Institutions holding SO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd141$380.00%−282−66.7%Reduced
Meeder Asset Management Inc1$920.00%00.0%Unchanged
Eq Wealth Advisors, LLC1$920.00%00.0%Unchanged
LMR Partners LLP4$3670.00%00.0%Unchanged
Essential Partners LLC7$6430.00%+7New
IMA Wealth, Inc.8$7350.00%+8New
HFM Investment Advisors, LLC10$9180.00%+6+150.0%Added
DecisionPoint Financial, LLC10$9230.00%+10New
Mountain Hill Investment Partners Corp.10$9620.00%00.0%Unchanged
Orion Capital Management LLC14$1.29K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.15$1.38K0.00%+15New
Delos Wealth Advisors, LLC18$1.65K0.00%+18New
Raffa Wealth Management, LLC19$1.75K0.00%00.0%Unchanged
Crewe Advisors LLC19$1.75K0.00%+7+58.3%Added
Your Advocates Ltd., LLP20$1.86K0.00%−20−50.0%Reduced
Winthrop Capital Management, LLC17$2.00K0.00%00.0%Unchanged
Hara Capital LLC22$2.02K0.00%00.0%Unchanged
PayPay Securities Corp23$2.11K0.10%−6−20.7%Reduced
Trifecta Capital Advisors, LLC23$2.11K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.25$2.24K0.00%00.0%Unchanged
Bellwether Advisors, LLC25$2.30K0.00%00.0%Unchanged
New Millennium Group LLC27$2.48K0.00%00.0%Unchanged
Hollencrest Capital Management30$2.75K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC34$3.12K0.00%+15+78.9%Added
Rialto Wealth Management, LLC34$3.12K0.00%+34New
Ridgewood Investments LLC35$3.21K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC36$3.31K0.00%00.0%Unchanged
Valued Wealth Advisors LLC40$3.64K0.00%+10+33.3%Added
DiNuzzo Private Wealth, Inc.40$3.67K0.00%−1−2.4%Reduced
Tobam46$4.00K0.00%−2,461−98.2%Reduced
Atlas Capital Advisors LLC47$4.32K0.00%00.0%Unchanged
Financial Perspectives, Inc58$5.32K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC60$5.51K0.00%+9+17.6%Added
Total Investment Management Inc60$5.51K0.00%+60New
Burkett Financial Services, LLC62$5.70K0.00%00.0%Unchanged
Rakuten Securities, Inc.68$6.24K0.00%−2−2.9%Reduced
GFG Capital, LLC70$6.43K0.00%+70New
Lowe Wealth Advisors, LLC73$6.70K0.00%00.0%Unchanged
Whipplewood Advisors, LLC73$6.70K0.00%−480−86.8%Reduced
Bare Financial Services, Inc78$7.16K0.00%+73+1,460.0%Added
Fiduciary Wealth Partners, LLC80$7.35K0.01%−2,138−96.4%Reduced
Carolina Wealth Advisors, LLC81$7.44K0.00%00.0%Unchanged
WealthTrak Capital Management LLC85$7.81K0.01%+10+13.3%Added
LGT Financial Advisors LLC87$7.99K0.02%+87New
Penserra Capital Management LLC93$8.00K0.00%−14,646−99.4%Reduced
Marshall & Sterling Wealth Advisors Inc.95$8.72K0.01%00.0%Unchanged
Ogorek Anthony Joseph99$9.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC100$9.18K0.00%−35−25.9%Reduced
Clean Yield Group100$9.18K0.00%00.0%Unchanged
JDM Financial Group LLC100$9.18K0.00%00.0%Unchanged
Financial Freedom, LLC100$9.18K0.00%00.0%Unchanged
Compass Financial Services Inc100$9.18K0.00%+26+35.1%Added
True Wealth Design, LLC102$9.37K0.00%+11+12.1%Added
Kilter Group LLC102$9.37K0.00%+102New
Wellington Shields Capital Management, LLC104$9.55K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC105$9.64K0.01%+105New
SJS Investment Consulting Inc.115$10.6K0.00%−11−8.7%Reduced
Lavaca Capital LLC122$11.2K0.00%00.0%Unchanged
Horizon Financial Services, LLC125$11.5K0.01%−65−34.2%Reduced
Carderock Capital Management Inc130$11.9K0.00%+130New
Pineridge Advisors LLC134$12.3K0.00%+11+8.9%Added
Nemes Rush Group LLC139$12.7K0.00%+24+20.9%Added
Stephenson National Bank & Trust140$12.9K0.00%00.0%Unchanged
Pacifica Partners Inc.145$13.2K0.01%+145New
Painted Porch Advisors LLC145$13.3K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC147$13.5K0.02%−767−83.9%Reduced
Westend Capital Management, LLC156$14.3K0.00%00.0%Unchanged
Creative Capital Management Investments LLC161$14.8K0.01%+161New
Chilton Capital Management LLC164$15.1K0.00%+164New
Northwest Capital Management Inc166$15.2K0.01%−284−63.1%Reduced
Fairscale Capital, LLC162$15.3K0.01%00.0%Unchanged
Centricity Wealth Management, LLC180$16.5K0.01%00.0%Unchanged
Creekmur Asset Management LLC185$17.0K0.00%+158+585.2%Added
Tower View Investment Management & Research LLC191$17.5K0.01%+2+1.1%Added
Financial Network Wealth Advisors LLC192$17.6K0.02%00.0%Unchanged
Riverview Trust Co194$17.8K0.02%−1,673−89.6%Reduced
WFA Asset Management Corp232$18.0K0.01%00.0%Unchanged
Navigoe, LLC200$18.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.200$18.3K0.00%00.0%Unchanged
CoreFirst Bank & Trust200$18.4K0.01%+200New
Private Wealth Management Group, LLC211$19.4K0.01%−53−20.1%Reduced
Cherry Tree Wealth Management, LLC212$19.5K0.00%00.0%Unchanged
Logan Capital Management Inc221$20.3K0.00%00.0%Unchanged
Wolff Wiese Magana LLC227$20.9K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC230$21.1K0.01%+2+0.9%Added
Wealth Preservation Advisors, LLC231$21.3K0.01%+1+0.4%Added
Quaker Wealth Management, LLC235$21.6K0.01%+235New
Howard Hughes Medical Institute236$21.7K0.01%+236New
10Elms LLP242$22.2K0.02%00.0%Unchanged
Spurstone Advisory Services, LLC244$22.4K0.34%00.0%Unchanged
LFA - Lugano Financial Advisors SA246$22.6K0.01%+246New
MPWM Advisory Solutions, LLC246$22.6K0.01%+220+846.2%Added
Miller Wealth Advisors, LLC250$23.0K0.01%00.0%Unchanged
Aspect Partners, LLC255$23.4K0.01%+140+121.7%Added
Prestige Wealth Management Group LLC257$23.6K0.00%+13+5.3%Added
Solstein Capital, LLC258$23.7K0.01%+258New
Clark Wealth Partners265$24.3K0.02%00.0%Unchanged
Key Financial Inc269$24.7K0.00%00.0%Unchanged
Tidemark, LLC272$25.0K0.01%00.0%Unchanged
Avion Wealth289$26.0K0.01%−886−75.4%Reduced