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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 7,038 | $646.0K | 0.04% | −405−5.4% | Reduced |
| Formidable Asset Management, LLC | 7,028 | $646.2K | 0.11% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,050 | $647.4K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 7,085 | $650.6K | 0.18% | +32+0.5% | Added |
| Sentry LLC | 7,085 | $650.6K | 0.13% | +4+0.1% | Added |
| Peninsula Asset Management Inc | 7,090 | $651.1K | 0.34% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7,102 | $652.2K | 0.37% | +926+15.0% | Added |
| Richwood Investment Advisors, LLC | 7,108 | $652.7K | 0.54% | 00.0% | Unchanged |
| Country Trust Bank | 7,119 | $653.7K | 0.01% | −64−0.9% | Reduced |
| Goldstone Financial Group, LLC | 7,145 | $653.9K | 0.09% | +738+11.5% | Added |
| Atlas Wealth Partners, LLC | 7,127 | $654.0K | 0.75% | −35−0.5% | Reduced |
| Lathrop Investment Management Corp | 7,126 | $654.0K | 0.12% | 00.0% | Unchanged |
| Winton Group Ltd | 7,130 | $654.7K | 0.03% | +7,130 | New |
| Berger Financial Group, Inc | 7,141 | $655.8K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 7,145 | $656.1K | 0.02% | +1,366+23.6% | Added |
| Destination Wealth Management | 7,158 | $657.3K | 0.02% | +82+1.2% | Added |
| Baldwin Brothers Inc | 7,166 | $658.1K | 0.04% | +202+2.9% | Added |
| City State Bank | 7,167 | $658.1K | 0.21% | −20−0.3% | Reduced |
| LGT Fund Management Co Ltd. | 7,195 | $660.7K | 0.06% | −1,142−13.7% | Reduced |
| BluePath Capital Management, LLC | 7,206 | $661.7K | 0.58% | −398−5.2% | Reduced |
| Beacon Investment Advisors LLC | 7,291 | $662.8K | 0.29% | +79+1.1% | Added |
| HBK Sorce Advisory LLC | 7,229 | $663.8K | 0.02% | −12−0.2% | Reduced |
| David J Yvars Group | 7,237 | $664.6K | 0.39% | +4+0.1% | Added |
| Element Wealth, LLC | 7,249 | $665.7K | 0.31% | −703−8.8% | Reduced |
| Searle & Co. | 7,250 | $665.8K | 0.19% | −1,000−12.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,283 | $668.8K | 0.36% | −10−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,292 | $669.6K | 0.08% | +7,292 | New |
| Abel Hall, LLC | 7,319 | $672.1K | 0.31% | −85−1.1% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,323 | $672.6K | 0.46% | −52−0.7% | Reduced |
| Ballentine Partners, LLC | 7,337 | $673.8K | 0.01% | +453+6.6% | Added |
| FourThought Financial Partners, LLC | 7,341 | $674.1K | 0.07% | −226−3.0% | Reduced |
| First Command Advisory Services, Inc. | 7,348 | $674.8K | 0.01% | −30−0.4% | Reduced |
| Beacon Financial Group | 7,373 | $677.1K | 0.07% | −786−9.6% | Reduced |
| Cresset Asset Management, LLC | 7,375 | $677.3K | 0.00% | −6,053−45.1% | Reduced |
| WMG Financial Advisors, LLC | 7,385 | $678.2K | 0.25% | +33+0.4% | Added |
| Atlantic Trust, LLC | 7,387 | $678.4K | 0.13% | +210+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 7,392 | $678.8K | 0.01% | −622−7.8% | Reduced |
| USA Financial Portformulas Corp | 7,403 | $679.8K | 0.12% | +7,403 | New |
| Values First Advisors, Inc. | 7,425 | $681.9K | 0.37% | +657+9.7% | Added |
| Baker Avenue Asset Management, LP | 7,436 | $682.8K | 0.02% | +1,025+16.0% | Added |
| Garner Asset Management Corp | 7,456 | $684.7K | 0.32% | −2,168−22.5% | Reduced |
| Financial Advocates Investment Management | 7,463 | $685.3K | 0.06% | −2,279−23.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,468 | $685.8K | 0.09% | +1,566+26.5% | Added |
| Evergreen Capital Management LLC | 7,477 | $686.6K | 0.02% | +596+8.7% | Added |
| Tritonpoint Wealth, LLC | 7,480 | $686.9K | 0.06% | +207+2.8% | Added |
| Skyline Advisors, Inc. | 7,507 | $689.4K | 0.25% | 00.0% | Unchanged |
| TFR Capital, LLC. | 7,511 | $689.7K | 0.25% | +851+12.8% | Added |
| Dogwood Wealth Management LLC | 7,599 | $693.5K | 0.34% | −451−5.6% | Reduced |
| Washington Trust Co | 7,560 | $694.2K | 0.02% | +4,000+112.4% | Added |
| M.E. Allison & Co., Inc. | 7,574 | $695.5K | 0.56% | +1,818+31.6% | Added |
| Northstar Advisory Group, LLC | 7,575 | $695.6K | 0.34% | −135−1.8% | Reduced |
| Baker Boyer National Bank | 7,582 | $696.3K | 0.24% | −109−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 7,587 | $696.8K | 0.01% | +1,029+15.7% | Added |
| Eastern Bank | 7,589 | $696.9K | 0.01% | −131−1.7% | Reduced |
| Tradition Wealth Management, LLC | 7,599 | $697.8K | 0.06% | +516+7.3% | Added |
| T. Rowe Price Investment Management, Inc. | 7,625 | $701.0K | 0.00% | +2,954+63.2% | Added |
| Dorsey & Whitney Trust CO LLC | 7,655 | $703.0K | 0.04% | −319−4.0% | Reduced |
| ProVise Management Group, LLC | 7,661 | $703.5K | 0.06% | −92−1.2% | Reduced |
| Nations Financial Group Inc, | 7,678 | $705.1K | 0.05% | +1,665+27.7% | Added |
| Sar Wealth Management Group, LLC | 7,694 | $706.5K | 0.44% | +60+0.8% | Added |
| McLean Asset Management Corp | 7,794 | $710.4K | 0.19% | +65+0.8% | Added |
| Prairie Sky Financial Group LLC | 7,745 | $711.2K | 0.39% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 7,748 | $711.5K | 0.11% | −262−3.3% | Reduced |
| KC Investment Advisors, LLC | 7,768 | $713.3K | 0.25% | +78+1.0% | Added |
| Viawealth, LLC | 7,771 | $713.6K | 0.42% | −969−11.1% | Reduced |
| Chesapeake Wealth Management | 7,801 | $716.4K | 0.24% | +4,628+145.9% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $717.7K | 0.50% | 00.0% | Unchanged |
| SageOak Financial, LLC | 7,844 | $720.3K | 0.58% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 7,849 | $720.8K | 0.03% | −6,592−45.6% | Reduced |
| WFA of San Diego, LLC | 7,860 | $721.8K | 0.53% | +7,860 | New |
| Allred Capital Management, LLC | 7,861 | $721.9K | 0.27% | −629−7.4% | Reduced |
| AlphaCore Capital LLC | 7,867 | $722.4K | 0.03% | +654+9.1% | Added |
| Blalock Williams, LLC | 7,912 | $726.6K | 0.73% | −296−3.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,935 | $728.6K | 0.16% | +251+3.3% | Added |
| Sonora Investment Management Group, LLC | 7,947 | $729.8K | 0.05% | +307+4.0% | Added |
| Golden State Equity Partners | 7,953 | $730.3K | 0.14% | +62+0.8% | Added |
| Park Square Financial Group, LLC | 7,986 | $733.4K | 0.53% | −155−1.9% | Reduced |
| Signal Advisors Wealth, LLC | 7,992 | $733.9K | 0.06% | +4,113+106.0% | Added |
| W Advisors, LLC | 8,007 | $735.3K | 0.42% | −15−0.2% | Reduced |
| Archer Investment Corp | 8,007 | $735.3K | 0.18% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 8,027 | $737.1K | 0.11% | +23+0.3% | Added |
| Aventura Private Wealth, LLC | 8,069 | $741.0K | 0.32% | −94−1.2% | Reduced |
| Private Capital Management, LLC | 8,122 | $745.8K | 0.08% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 8,127 | $746.3K | 0.22% | −450−5.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 8,171 | $750.3K | 0.30% | +58+0.7% | Added |
| Autumn Glory Partners, LLC | 8,185 | $751.6K | 0.35% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 8,205 | $753.5K | 0.12% | +46+0.6% | Added |
| Aviance Capital Partners, LLC | 8,265 | $758.9K | 0.10% | +55+0.7% | Added |
| Park National Corp | 8,292 | $761.5K | 0.03% | −38−0.5% | Reduced |
| Linscomb & Williams, Inc. | 8,309 | $763.0K | 0.04% | −2,566−23.6% | Reduced |
| Successful Portfolios LLC | 8,315 | $763.5K | 0.47% | +10.0% | Added |
| Belpointe Asset Management LLC | 8,326 | $764.6K | 0.03% | −1,031−11.0% | Reduced |
| Smith, Salley & Associates | 8,341 | $765.9K | 0.04% | −271−3.1% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $766.1K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,366 | $768.2K | 0.05% | −525−5.9% | Reduced |
| CX Institutional | 8,377 | $769.0K | 0.03% | +268+3.3% | Added |
| Grove Bank & Trust | 8,402 | $771.6K | 0.10% | +79+0.9% | Added |
| Valley Brook Capital Group | 8,409 | $772.2K | 0.58% | +52+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,436 | $774.7K | 0.09% | −976−10.4% | Reduced |
| Visionary Horizons, LLC | 8,460 | $776.9K | 0.49% | −14−0.2% | Reduced |