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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 10,478 | $962.2K | 0.01% | −287−2.7% | Reduced |
| Rehmann Capital Advisory Group | 10,495 | $963.8K | 0.06% | +621+6.3% | Added |
| Texas Bank & Trust Co | 10,504 | $964.6K | 0.38% | −203−1.9% | Reduced |
| Chesley Taft & Associates LLC | 10,547 | $968.5K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,572 | $970.9K | 0.03% | +4,904+86.5% | Added |
| Tower Research Capital LLC (TRC) | 10,612 | $974.5K | 0.03% | −77,448−87.9% | Reduced |
| Trust Point Inc. | 10,640 | $977.1K | 0.09% | +1,374+14.8% | Added |
| Everstar Asset Management, LLC | 10,667 | $979.6K | 0.60% | −129−1.2% | Reduced |
| Gilbert & Cook, Inc. | 10,712 | $983.7K | 0.13% | +217+2.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 10,724 | $984.7K | 0.61% | −496−4.4% | Reduced |
| Chicago Trust Co NA | 10,729 | $985.2K | 0.14% | +1,075+11.1% | Added |
| Fifth Third Wealth Advisors LLC | 10,732 | $985.5K | 0.04% | −10.0% | Reduced |
| Cigna Investments Inc | 10,748 | $987.0K | 0.17% | −298−2.7% | Reduced |
| Balboa Wealth Partners | 10,759 | $988.0K | 0.20% | −1,219−10.2% | Reduced |
| Evercore Wealth Management, LLC | 10,768 | $988.8K | 0.02% | −1,648−13.3% | Reduced |
| Commerzbank Aktiengesellschaft | 10,766 | $989.0K | 0.02% | −28−0.3% | Reduced |
| Rogco, LP | 10,836 | $995.1K | 0.37% | +42+0.4% | Added |
| Clarendon Private LLC | 10,846 | $996.0K | 0.96% | +1,396+14.8% | Added |
| Silverlake Wealth Management LLC | 10,875 | $998.6K | 0.29% | +505+4.9% | Added |
| Reuter James Wealth Management, LLC | 10,887 | $999.7K | 0.16% | −1,710−13.6% | Reduced |
| Banco Santander, S.A. | 10,914 | $1.00M | 0.01% | +2,251+26.0% | Added |
| Walter & Keenan Financial Consulting Co | 10,945 | $1.01M | 0.29% | −110−1.0% | Reduced |
| GSB Wealth Management, LLC | 10,949 | $1.01M | 0.25% | −695−6.0% | Reduced |
| Second Line Capital, LLC | 10,974 | $1.01M | 0.23% | +113+1.0% | Added |
| Kuhn & Co Investment Counsel | 10,975 | $1.01M | 0.76% | −24−0.2% | Reduced |
| Claro Advisors LLC | 10,996 | $1.01M | 0.17% | −10,656−49.2% | Reduced |
| Cherokee Insurance Co | 11,000 | $1.01M | 0.44% | 00.0% | Unchanged |
| BIP Wealth, LLC | 11,010 | $1.01M | 0.06% | −940−7.9% | Reduced |
| Resources Management Corp | 11,070 | $1.02M | 0.14% | −150−1.3% | Reduced |
| Bush Investment Group, LLC | 11,085 | $1.02M | 0.68% | −650−5.5% | Reduced |
| Sound Income Strategies, LLC | 11,119 | $1.02M | 0.06% | +7,887+244.0% | Added |
| Apella Capital, LLC | 11,152 | $1.02M | 0.03% | +100+0.9% | Added |
| Edge Financial Advisors LLC | 11,144 | $1.02M | 0.54% | +926+9.1% | Added |
| Ami Asset Management Corp | 11,172 | $1.03M | 0.06% | −73−0.6% | Reduced |
| Altshuler Shaham Ltd | 11,192 | $1.03M | 0.03% | +7,178+178.8% | Added |
| HBW Advisory Services LLC | 11,201 | $1.03M | 0.13% | +1,403+14.3% | Added |
| Charles Schwab Trust Co | 11,242 | $1.03M | 0.08% | +7,633+211.5% | Added |
| Cobblestone Capital Advisors LLC | 11,301 | $1.04M | 0.05% | +270+2.4% | Added |
| 1620 Investment Advisors, Inc. | 11,340 | $1.04M | 0.74% | +95+0.8% | Added |
| RS Crum Inc. | 11,386 | $1.05M | 0.25% | −298−2.6% | Reduced |
| KPP Advisory Services LLC | 11,392 | $1.05M | 0.17% | +117+1.0% | Added |
| Leisure Capital Management | 11,408 | $1.05M | 0.39% | +99+0.9% | Added |
| Norris Perne & French LLP | 11,410 | $1.05M | 0.07% | −30.0% | Reduced |
| Burney Co | 11,432 | $1.05M | 0.04% | +146+1.3% | Added |
| Columbia Asset Management | 11,443 | $1.05M | 0.21% | +40.0% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $1.05M | 0.35% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,471 | $1.05M | 0.06% | +11,471 | New |
| Sage Mountain Advisors LLC | 11,475 | $1.05M | 0.07% | +2,336+25.6% | Added |
| Caisse de Depot Et Placement du Quebec | 11,513 | $1.06M | 0.00% | −320,728−96.5% | Reduced |
| TCG Advisory Services, LLC | 11,518 | $1.06M | 0.04% | +1,588+16.0% | Added |
| Magnolia Capital Advisors LLC | 11,527 | $1.06M | 0.27% | +211+1.9% | Added |
| Hills Bank & Trust Co | 11,579 | $1.06M | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11,595 | $1.06M | 0.04% | +170+1.5% | Added |
| SCP Investment, LP | 11,600 | $1.07M | 0.85% | +1,800+18.4% | Added |
| Infrastructure Capital Advisors, LLC | 11,613 | $1.07M | 0.13% | +2,329+25.1% | Added |
| BlueChip Wealth Advisors LLC | 11,624 | $1.07M | 0.48% | +1,845+18.9% | Added |
| Patton Albertson Miller Group, LLC | 11,688 | $1.07M | 0.14% | +985+9.2% | Added |
| Tower Bridge Advisors | 11,744 | $1.08M | 0.12% | +4,850+70.4% | Added |
| Northern Oak Wealth Management Inc | 11,853 | $1.09M | 0.14% | −330−2.7% | Reduced |
| Allegheny Financial Group LTD | 11,877 | $1.09M | 0.24% | +24+0.2% | Added |
| Nwam LLC | 11,575 | $1.09M | 0.06% | +611+5.6% | Added |
| WCG Wealth Advisors LLC | 11,986 | $1.10M | 0.07% | +11,986 | New |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.10M | 0.57% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 12,010 | $1.10M | 1.15% | +3,801+46.3% | Added |
| SeaCrest Wealth Management, LLC | 12,012 | $1.10M | 0.12% | −4,925−29.1% | Reduced |
| Stableford Capital II LLC | 11,596 | $1.11M | 0.42% | +160+1.4% | Added |
| North Dallas Bank & Trust Co | 12,176 | $1.12M | 0.85% | +12,176 | New |
| Integrated Advisors Network LLC | 12,218 | $1.12M | 0.05% | +54+0.4% | Added |
| Waterfront Wealth Inc. | 12,240 | $1.12M | 0.25% | −377−3.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,260 | $1.13M | 0.07% | −250−2.0% | Reduced |
| Essex Savings Bank | 12,293 | $1.13M | 0.27% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 12,298 | $1.13M | 0.09% | +356+3.0% | Added |
| Firethorn Wealth Partners, LLC | 12,298 | $1.13M | 0.49% | −145−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 12,301 | $1.13M | 0.09% | +12,301 | New |
| Ontario Teachers Pension Plan Board | 12,312 | $1.13M | 0.02% | −8,102−39.7% | Reduced |
| Western Wealth Management, LLC | 12,370 | $1.14M | 0.07% | −759−5.8% | Reduced |
| Marino, Stram & Associates LLC | 12,415 | $1.14M | 0.23% | +149+1.2% | Added |
| Cassaday & Co Wealth Management LLC | 12,418 | $1.14M | 0.03% | +469+3.9% | Added |
| Spire Wealth Management | 12,470 | $1.14M | 0.04% | −1,291−9.4% | Reduced |
| West Family Investments, Inc. | 12,440 | $1.14M | 0.30% | +2,187+21.3% | Added |
| Busey Wealth Management | 12,474 | $1.15M | 0.03% | +659+5.6% | Added |
| IFP Advisors, Inc | 12,206 | $1.15M | 0.03% | −418−3.3% | Reduced |
| Bard Financial Services, Inc. | 12,520 | $1.15M | 0.14% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $1.15M | 0.35% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,554 | $1.15M | 0.24% | +35+0.3% | Added |
| New Age Alpha Advisors, LLC | 12,573 | $1.15M | 0.05% | −2,343−15.7% | Reduced |
| Keystone Financial Group | 12,624 | $1.16M | 0.10% | +17+0.1% | Added |
| Applied Finance Capital Management, LLC | 12,696 | $1.17M | 0.08% | +12,696 | New |
| First County Bank | 12,774 | $1.17M | 0.63% | −1,120−8.1% | Reduced |
| Andra AP-fonden | 12,779 | $1.17M | 0.02% | −194,100−93.8% | Reduced |
| SPC Financial, Inc. | 12,792 | $1.17M | 0.10% | +80+0.6% | Added |
| Asset Planning,Inc | 12,857 | $1.18M | 0.89% | +40.0% | Added |
| Widmann Financial Services, Inc. | 12,871 | $1.18M | 0.82% | +983+8.3% | Added |
| Grimes & Company, Inc. | 12,935 | $1.19M | 0.03% | −82−0.6% | Reduced |
| Financial Security Advisor, Inc. | 12,936 | $1.19M | 0.27% | +643+5.2% | Added |
| Jefferies Financial Group Inc. | 12,963 | $1.19M | 0.02% | −300,232−95.9% | Reduced |
| OneAscent Financial Services LLC | 12,979 | $1.19M | 0.09% | −9,083−41.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,022 | $1.20M | 0.04% | −645−4.7% | Reduced |
| Prosperity Consulting Group, LLC | 13,110 | $1.20M | 0.09% | +305+2.4% | Added |
| United Bank | 13,150 | $1.21M | 0.14% | 00.0% | Unchanged |