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 |
|---|---|---|---|---|---|
| Benin Management CORP | 8,483 | $779.0K | 0.20% | +100+1.2% | Added |
| Syon Capital LLC | 8,517 | $782.1K | 0.05% | +2,219+35.2% | Added |
| Gables Capital Management Inc. | 8,542 | $784.4K | 0.37% | −354−4.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,552 | $785.3K | 0.19% | −357−4.0% | Reduced |
| Certified Advisory Corp | 8,686 | $797.6K | 0.08% | +40.0% | Added |
| Howard Capital Management Group, LLC | 8,698 | $798.7K | 0.06% | 00.0% | Unchanged |
| First National Corp | 8,704 | $799.3K | 0.16% | 00.0% | Unchanged |
| one8zero8, LLC | 8,706 | $799.5K | 0.19% | +8+0.1% | Added |
| Vista Capital Partners, Inc. | 8,710 | $799.8K | 0.09% | +44+0.5% | Added |
| Kennedy Investment Group | 8,721 | $800.9K | 0.34% | +28+0.3% | Added |
| Howard Capital Management Inc. | 8,725 | $801.2K | 0.01% | +1,966+29.1% | Added |
| JT Stratford LLC | 8,763 | $804.7K | 0.12% | +163+1.9% | Added |
| Court Place Advisors, LLC | 8,777 | $806.0K | 0.25% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 8,781 | $806.4K | 0.18% | −1,251−12.5% | Reduced |
| Yeomans Consulting Group, Inc. | 8,753 | $807.9K | 0.33% | −455−4.9% | Reduced |
| Wulff, Hansen & Co. | 8,798 | $807.9K | 0.69% | 00.0% | Unchanged |
| Intrust Bank NA | 8,825 | $810.4K | 0.07% | −770−8.0% | Reduced |
| Wealth Alliance | 8,836 | $811.4K | 0.09% | −1,856−17.4% | Reduced |
| Balentine LLC | 8,841 | $811.9K | 0.03% | −970−9.9% | Reduced |
| Insight Inv LLC | 8,845 | $812.2K | 0.54% | −185−2.0% | Reduced |
| St. Johns Investment Management Company, LLC | 8,868 | $814.3K | 0.37% | −78−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,896 | $816.9K | 0.08% | −953−9.7% | Reduced |
| Alps Advisors Inc | 8,910 | $818.2K | 0.00% | +4,911+122.8% | Added |
| Mechanics Financial Corp | 8,913 | $818.5K | 0.35% | +100+1.1% | Added |
| Verity Asset Management, Inc. | 8,922 | $819.3K | 0.39% | −9,290−51.0% | Reduced |
| Community Bank of Raymore | 8,950 | $821.9K | 0.61% | 00.0% | Unchanged |
| Norden Group LLC | 8,956 | $822.4K | 0.09% | +1,144+14.6% | Added |
| Breakwater Capital Group | 8,956 | $822.5K | 0.13% | +10.0% | Added |
| SevenBridge Financial Group, LLC | 8,784 | $825.3K | 0.15% | −2,759−23.9% | Reduced |
| Salem Investment Counselors Inc | 9,000 | $826.5K | 0.03% | −139−1.5% | Reduced |
| Clear Creek Financial Management, LLC | 9,004 | $826.8K | 0.08% | −302−3.2% | Reduced |
| Vontobel Holding Ltd. | 9,011 | $827.5K | 0.00% | −5,745−38.9% | Reduced |
| Lazard Asset Management LLC | 9,050 | $831.0K | 0.00% | +67+0.7% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $831.5K | 0.26% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,099 | $832.7K | 0.02% | +699+8.3% | Added |
| Inspire Advisors, LLC | 9,099 | $835.5K | 0.09% | −333−3.5% | Reduced |
| Cornerstone Advisors, LLC | 9,100 | $835.7K | 0.03% | −44,400−83.0% | Reduced |
| Steel Peak Wealth Management LLC | 9,139 | $839.2K | 0.03% | +1,942+27.0% | Added |
| Banque Cantonale Vaudoise | 9,144 | $840.0K | 0.03% | −1,128−11.0% | Reduced |
| Aberdeen Wealth Management LLC | 9,176 | $842.6K | 0.56% | +5+0.1% | Added |
| Mainsail Asset Management, LLC | 9,178 | $842.8K | 0.52% | +13+0.1% | Added |
| Alamea Verwaltungs GmbH | 9,220 | $846.7K | 0.64% | +3,074+50.0% | Added |
| RIA Advisory Group LLC | 9,231 | $847.7K | 0.25% | −1,002−9.8% | Reduced |
| Xcel Wealth Management, LLC | 9,246 | $849.0K | 0.24% | +434+4.9% | Added |
| Affinity Wealth Management LLC | 9,337 | $857.4K | 0.14% | +63+0.7% | Added |
| Summit Global Investments | 9,395 | $863.0K | 0.05% | +264+2.9% | Added |
| Eqis Capital Management, Inc. | 9,401 | $863.2K | 0.07% | −668−6.6% | Reduced |
| Eagle Strategies LLC | 9,408 | $864.0K | 0.13% | +30.0% | Added |
| MONECO Advisors, LLC | 9,409 | $864.1K | 0.08% | −39−0.4% | Reduced |
| Trueblood Wealth Management, LLC | 9,416 | $864.7K | 0.36% | −217−2.3% | Reduced |
| Fiduciary Trust Co | 9,421 | $865.2K | 0.01% | +1,460+18.3% | Added |
| Golden State Wealth Management, LLC | 9,445 | $867.4K | 0.11% | +290+3.2% | Added |
| YHB Investment Advisors, Inc. | 9,468 | $869.4K | 0.07% | +196+2.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,470 | $869.6K | 0.24% | +3,559+60.2% | Added |
| Wagner Wealth Management, LLC | 9,480 | $870.6K | 0.20% | +701+8.0% | Added |
| Chicago Partners Investment Group LLC | 9,163 | $871.7K | 0.03% | −552−5.7% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $875.0K | 0.04% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 9,532 | $875.4K | 0.11% | −1,538−13.9% | Reduced |
| Beaumont Financial Advisors, LLC | 9,533 | $875.4K | 0.06% | −146−1.5% | Reduced |
| William Allan, LLC | 9,563 | $878.2K | 0.51% | +80+0.8% | Added |
| Secure Asset Management, LLC | 9,563 | $878.2K | 0.16% | −203−2.1% | Reduced |
| St Germain D J Co Inc | 9,575 | $879.3K | 0.04% | +4,980+108.4% | Added |
| Bartlett & Co. Wealth Management LLC | 9,579 | $879.6K | 0.01% | −270−2.7% | Reduced |
| Monetary Management Group Inc | 9,607 | $882.2K | 0.22% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 9,675 | $888.5K | 0.09% | −355−3.5% | Reduced |
| Ancora Advisors, LLC | 9,704 | $891.1K | 0.02% | +203+2.1% | Added |
| Avestar Capital, LLC | 9,706 | $891.3K | 0.07% | +4,638+91.5% | Added |
| Richards, Merrill & Peterson, Inc. | 9,729 | $893.4K | 0.42% | +263+2.8% | Added |
| Journey Advisory Group, LLC | 9,798 | $899.8K | 0.07% | −35−0.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,798 | $899.8K | 0.14% | +1,233+14.4% | Added |
| Novare Capital Management LLC | 9,803 | $900.2K | 0.07% | +3,094+46.1% | Added |
| Trustco Bank Corp N Y | 9,822 | $902.0K | 0.88% | −300−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,824 | $902.1K | 0.23% | −45−0.5% | Reduced |
| Excalibur Management Corp | 9,825 | $902.2K | 0.34% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 9,878 | $907.1K | 0.09% | +26+0.3% | Added |
| CoreCap Advisors, LLC | 9,885 | $907.8K | 0.04% | −121−1.2% | Reduced |
| Home Federal Bank of Tennessee | 9,890 | $908.2K | 0.26% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 9,904 | $909.5K | 0.18% | +1,419+16.7% | Added |
| HM Payson & Co | 9,907 | $909.8K | 0.01% | +229+2.4% | Added |
| Woodward Diversified Capital, LLC | 9,929 | $911.8K | 0.46% | +4,397+79.5% | Added |
| Plimoth Trust Co LLC | 9,952 | $913.9K | 0.22% | −60−0.6% | Reduced |
| Graypoint LLC | 9,963 | $914.9K | 0.05% | +691+7.5% | Added |
| Roundview Capital LLC | 10,009 | $919.1K | 0.06% | +160+1.6% | Added |
| Pine Valley Investments Ltd Liability Co | 10,057 | $923.5K | 0.05% | +336+3.5% | Added |
| Mendel Money Management | 10,089 | $926.5K | 0.41% | −100−1.0% | Reduced |
| Kingsman Wealth Management, Inc. | 10,092 | $926.7K | 0.58% | −19−0.2% | Reduced |
| Haverford Trust Co | 10,103 | $927.8K | 0.01% | −20−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 10,105 | $927.9K | 0.01% | −16−0.2% | Reduced |
| Investment Partners Asset Management, Inc. | 10,139 | $931.1K | 0.65% | +20.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $932.4K | 0.05% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 10,204 | $937.0K | 0.35% | +61+0.6% | Added |
| WSFS Capital Management, LLC | 10,209 | $937.5K | 0.05% | +669+7.0% | Added |
| Sunburst Financial Group, LLC | 10,222 | $938.7K | 0.21% | −17−0.2% | Reduced |
| Marco Investment Management LLC | 10,234 | $939.8K | 0.08% | +113+1.1% | Added |
| Field & Main Bank | 10,300 | $945.8K | 0.31% | −205−2.0% | Reduced |
| Severin Investments, LLC | 10,318 | $947.5K | 0.89% | +61+0.6% | Added |
| Ascent Group, LLC | 10,347 | $950.2K | 0.04% | +640+6.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $952.7K | 0.24% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,389 | $954.0K | 0.06% | +867+9.1% | Added |
| MEMBERS Trust Co | 10,396 | $954.7K | 0.03% | −180−1.7% | Reduced |