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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 5,772 | $530.0K | 0.04% | +7+0.1% | Added |
| Knollwood Investment Advisory, LLC | 5,776 | $530.4K | 0.05% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,784 | $531.1K | 0.25% | +6+0.1% | Added |
| Optimum Investment Advisors | 5,833 | $535.6K | 0.23% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,835 | $535.8K | 0.40% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,858 | $537.9K | 0.07% | +467+8.7% | Added |
| Diligent Investors, LLC | 5,859 | $538.0K | 0.13% | +4+0.1% | Added |
| Arcus Capital Partners, LLC | 5,864 | $538.5K | 0.23% | −129−2.2% | Reduced |
| OMC Financial Services LTD | 5,867 | $538.8K | 0.22% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,872 | $539.2K | 0.01% | +1,979+50.8% | Added |
| Schulhoff & Co Inc | 5,875 | $539.5K | 0.24% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 5,876 | $539.6K | 0.14% | −7,356−55.6% | Reduced |
| Kapstone Financial Advisors LLC | 5,885 | $540.4K | 0.27% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,902 | $542.0K | 0.20% | +290+5.2% | Added |
| Clarius Group, LLC | 5,915 | $543.2K | 0.03% | −587−9.0% | Reduced |
| Apexium Financial, LP | 5,957 | $547.0K | 0.03% | +334+5.9% | Added |
| Verus Financial Partners, Inc. | 5,950 | $547.2K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 5,975 | $548.7K | 0.11% | −19−0.3% | Reduced |
| Quantitative Investment Management, LLC | 5,994 | $550.0K | 0.07% | +5,994 | New |
| Worth Financial Advisory Group, LLC | 5,997 | $550.7K | 0.34% | +1,970+48.9% | Added |
| Red Wave Investments LLC | 6,007 | $551.7K | 0.18% | +33+0.6% | Added |
| BankPlus Trust Department | 6,008 | $551.7K | 0.16% | 00.0% | Unchanged |
| Orion Investment Co | 6,011 | $552.0K | 0.20% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 6,012 | $552.1K | 0.63% | 00.0% | Unchanged |
| Drake & Associates, LLC | 6,015 | $552.4K | 0.14% | +797+15.3% | Added |
| Integras Partners LLC | 6,025 | $553.3K | 0.56% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,030 | $553.8K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,034 | $554.1K | 0.04% | +2,504+70.9% | Added |
| Trinity Financial Advisors LLC | 6,034 | $554.1K | 0.17% | +17+0.3% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $554.3K | 0.12% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 6,039 | $554.6K | 0.49% | +4+0.1% | Added |
| Reliant Investment Partners, LLC | 6,042 | $554.9K | 0.48% | +10.0% | Added |
| Welch & Forbes LLC | 6,062 | $556.7K | 0.01% | −287−4.5% | Reduced |
| Forum Financial Management, LP | 6,089 | $559.2K | 0.01% | +990+19.4% | Added |
| LCNB Corp | 6,095 | $559.7K | 0.20% | −200−3.2% | Reduced |
| Nilsine Partners, LLC | 6,103 | $560.4K | 0.06% | −178−2.8% | Reduced |
| United Capital Management of KS, Inc. | 6,132 | $563.1K | 0.09% | +134+2.2% | Added |
| Citizens Business Bank | 6,143 | $564.1K | 0.11% | −155−2.5% | Reduced |
| Fortress Private Ledger, LLC | 6,158 | $565.5K | 0.26% | +355+6.1% | Added |
| Summitry LLC | 6,164 | $566.0K | 0.03% | +14+0.2% | Added |
| Aaron Wealth Advisors | 6,200 | $569.3K | 0.06% | −118−1.9% | Reduced |
| PFW Advisors LLC | 6,200 | $569.4K | 0.18% | +86+1.4% | Added |
| Novak & Powell Financial Services, Inc. | 6,225 | $571.6K | 0.40% | +27+0.4% | Added |
| Bill Few Associates, Inc. | 6,227 | $571.9K | 0.16% | −97−1.5% | Reduced |
| Heritage Wealth Advisors | 6,229 | $572.0K | 0.03% | +125+2.0% | Added |
| Austin Private Wealth, LLC | 6,241 | $573.1K | 0.05% | +385+6.6% | Added |
| 3Chopt Investment Partners, LLC | 6,261 | $574.9K | 0.14% | +225+3.7% | Added |
| Trust Co of Virginia | 6,268 | $575.6K | 0.05% | −156−2.4% | Reduced |
| BCR Wealth Strategies, LLC | 6,292 | $577.0K | 0.22% | +7+0.1% | Added |
| SFMG, LLC | 6,309 | $579.4K | 0.04% | −419−6.2% | Reduced |
| Broyhill Asset Management | 6,317 | $580.1K | 0.53% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,320 | $580.4K | 0.09% | +376+6.3% | Added |
| Mindset Wealth Management, LLC | 6,325 | $580.9K | 0.19% | +969+18.1% | Added |
| Howe & Rusling Inc | 6,328 | $581.1K | 0.04% | +157+2.5% | Added |
| Strategies Wealth Advisors, LLC | 6,337 | $581.9K | 0.06% | +20.0% | Added |
| Jump Financial, LLC | 6,348 | $582.9K | 0.01% | −11,233−63.9% | Reduced |
| Thoroughbred Financial Services, LLC | 6,349 | $583.0K | 0.04% | −3,903−38.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,361 | $584.1K | 0.07% | −179−2.7% | Reduced |
| Cordatus Wealth Management LLC | 6,374 | $585.0K | 0.14% | −36−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,397 | $587.4K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 6,418 | $589.3K | 0.14% | +2,092+48.4% | Added |
| River Wealth Advisors LLC | 6,454 | $592.7K | 0.07% | −42−0.6% | Reduced |
| Thrive Wealth Management, LLC | 6,456 | $592.9K | 0.10% | +322+5.2% | Added |
| Childress Capital Advisors, LLC | 6,467 | $593.9K | 0.15% | +1,038+19.1% | Added |
| Lowe Brockenbrough & Co Inc | 6,470 | $594.1K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 6,264 | $595.0K | 0.17% | −186−2.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,514 | $598.2K | 0.04% | −36−0.5% | Reduced |
| Intrua Financial, LLC | 6,521 | $598.8K | 0.09% | +614+10.4% | Added |
| Beta Wealth Group, Inc. | 6,527 | $599.4K | 0.22% | −97−1.5% | Reduced |
| Congress Asset Management Co | 6,533 | $599.9K | 0.00% | −325−4.7% | Reduced |
| CVFG LLC | 6,550 | $601.5K | 0.48% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,580 | $604.2K | 0.19% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 6,603 | $606.4K | 0.43% | +417+6.7% | Added |
| L.M. Kohn & Company | 6,605 | $606.5K | 0.16% | −8,605−56.6% | Reduced |
| Cidel Asset Management Inc | 6,638 | $609.6K | 0.04% | −228−3.3% | Reduced |
| American National Bank | 6,649 | $610.6K | 0.06% | +4,554+217.4% | Added |
| Davidson Trust Co | 6,662 | $611.8K | 0.28% | −383−5.4% | Reduced |
| Builder Investment Group Inc | 6,662 | $611.8K | 0.15% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,700 | $615.3K | 0.13% | +800+13.6% | Added |
| Midland Wealth Advisors LLC | 6,748 | $619.7K | 0.03% | −836−11.0% | Reduced |
| Shell Asset Management Co | 6,768 | $622.0K | 0.02% | −1,601−19.1% | Reduced |
| Stokes Capital Advisors, LLC | 6,794 | $623.9K | 0.15% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 6,803 | $624.8K | 0.23% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 6,809 | $625.3K | 0.40% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,827 | $626.9K | 0.02% | −7,870−53.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,838 | $627.9K | 0.03% | −13−0.2% | Reduced |
| Savvy Advisors, Inc. | 6,838 | $628.0K | 0.04% | +3,683+116.7% | Added |
| Van Hulzen Asset Management, LLC | 6,849 | $628.9K | 0.05% | +78+1.2% | Added |
| Finward Bancorp | 6,856 | $629.6K | 0.50% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,863 | $630.2K | 0.20% | +204+3.1% | Added |
| Wealth Alliance Advisory Group, LLC | 6,884 | $632.2K | 0.12% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $632.7K | 0.10% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 6,929 | $636.3K | 0.05% | +51+0.7% | Added |
| Conning Inc. | 6,974 | $640.4K | 0.02% | −259−3.6% | Reduced |
| Financial Enhancement Group LLC | 6,927 | $641.9K | 0.09% | −370−5.1% | Reduced |
| Chicago Capital, LLC | 6,991 | $642.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 6,796 | $642.1K | 0.29% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,995 | $642.3K | 0.10% | +1,249+21.7% | Added |
| Greenup Street Wealth Management LLC | 7,014 | $644.1K | 0.11% | +50+0.7% | Added |
| First Dallas Securities Inc. | 7,020 | $644.6K | 0.25% | 00.0% | Unchanged |