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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,234 | $1.22M | 0.00% | +676+5.4% | Added |
| Checchi Capital Advisers, LLC | 13,249 | $1.22M | 0.08% | −713−5.1% | Reduced |
| Sheets Smith Wealth Management | 13,272 | $1.22M | 0.14% | +45+0.3% | Added |
| Catalytic Wealth RIA, LLC | 13,290 | $1.22M | 0.10% | +10,762+425.7% | Added |
| Baldwin Investment Management, LLC | 13,328 | $1.22M | 0.15% | −130−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 13,005 | $1.23M | 0.11% | +587+4.7% | Added |
| CWS Financial Advisors, LLC | 13,413 | $1.23M | 0.36% | +1,458+12.2% | Added |
| Mission Wealth Management, LP | 13,434 | $1.23M | 0.03% | −437−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 13,486 | $1.24M | 0.04% | −559−4.0% | Reduced |
| Mitchell Sinkler & Starr | 13,498 | $1.24M | 0.59% | −800−5.6% | Reduced |
| Blue Fin Capital, Inc. | 13,588 | $1.25M | 0.21% | +2,005+17.3% | Added |
| ForthRight Wealth Management, LLC | 13,614 | $1.25M | 0.39% | −261−1.9% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.26M | 0.36% | 00.0% | Unchanged |
| Bank & Trust Co | 13,704 | $1.26M | 1.00% | −80−0.6% | Reduced |
| West Bancorporation Inc | 13,820 | $1.27M | 0.80% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 13,821 | $1.27M | 0.44% | +1,038+8.1% | Added |
| Delta Asset Management LLC | 13,866 | $1.27M | 0.11% | −683−4.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,876 | $1.27M | 0.02% | +329+2.4% | Added |
| Jackson Thornton Asset Management, LLC | 13,980 | $1.28M | 0.15% | +43+0.3% | Added |
| Personal Cfo Solutions, LLC | 13,915 | $1.28M | 0.24% | +35+0.3% | Added |
| Berkeley Capital Partners, LLC | 13,923 | $1.28M | 0.32% | −147−1.0% | Reduced |
| Detalus Advisors, LLC | 13,935 | $1.28M | 0.37% | −42−0.3% | Reduced |
| Aprio Wealth Management, LLC | 13,942 | $1.28M | 0.14% | −58−0.4% | Reduced |
| Sculati Wealth Management, LLC | 13,965 | $1.28M | 0.48% | −565−3.9% | Reduced |
| Kovack Advisors, Inc. | 13,965 | $1.28M | 0.13% | −115−0.8% | Reduced |
| Country Club Bank | 14,110 | $1.28M | 0.08% | +1,280+10.0% | Added |
| Diversify Advisory Services, LLC | 13,661 | $1.28M | 0.05% | +1,800+15.2% | Added |
| Guardian Wealth Advisors, LLC | 14,055 | $1.29M | 0.09% | +1,358+10.7% | Added |
| Retirement Planning Co of New England, Inc. | 14,076 | $1.29M | 0.58% | −49−0.3% | Reduced |
| Flputnam Investment Management Co | 14,079 | $1.29M | 0.02% | −440−3.0% | Reduced |
| Parallel Advisors, LLC | 14,079 | $1.29M | 0.03% | +800+6.0% | Added |
| Kiker Wealth Management, LLC | 14,120 | $1.30M | 0.73% | +8+0.1% | Added |
| Adirondack Trust Co | 14,156 | $1.30M | 0.47% | −994−6.6% | Reduced |
| Ti-Trust, Inc | 14,160 | $1.30M | 0.87% | 00.0% | Unchanged |
| Brighton Jones LLC | 14,160 | $1.30M | 0.04% | +496+3.6% | Added |
| Cannon Financial Strategists, Inc. | 14,174 | $1.30M | 0.21% | +163+1.2% | Added |
| Exencial Wealth Advisors, LLC | 14,182 | $1.30M | 0.05% | +5,492+63.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,279 | $1.31M | 0.07% | −12,578−46.8% | Reduced |
| Chatham Capital Group, Inc. | 14,294 | $1.31M | 0.20% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,801 | $1.32M | 0.02% | +13,801 | New |
| Farmers & Merchants Trust Co of Long Beach | 14,385 | $1.32M | 0.28% | +104+0.7% | Added |
| DMG Group, LLC | 14,401 | $1.32M | 1.03% | −69−0.5% | Reduced |
| Philadelphia Trust Co | 14,430 | $1.32M | 0.10% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14,452 | $1.33M | 0.56% | −3,123−17.8% | Reduced |
| International Assets Investment Management, LLC | 14,493 | $1.33M | 0.11% | −1,515−9.5% | Reduced |
| Archford Capital Strategies, LLC | 14,496 | $1.33M | 0.17% | +896+6.6% | Added |
| Glen Eagle Advisors, LLC | 14,516 | $1.33M | 0.21% | −159−1.1% | Reduced |
| NovaPoint Capital, LLC | 14,558 | $1.34M | 0.41% | +631+4.5% | Added |
| Valmark Advisers, Inc. | 14,584 | $1.34M | 0.02% | +1,922+15.2% | Added |
| Spreng Capital Management, Inc. | 14,617 | $1.34M | 0.55% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 14,711 | $1.35M | 0.25% | +119+0.8% | Added |
| Farmers National Bank | 14,731 | $1.35M | 0.36% | −863−5.5% | Reduced |
| Register Financial Advisors LLC | 14,811 | $1.36M | 0.59% | +429+3.0% | Added |
| AssuredPartners Investment Advisors, LLC | 14,873 | $1.37M | 0.33% | −2,680−15.3% | Reduced |
| Simplicity Wealth,LLC | 14,908 | $1.37M | 0.06% | +10,960+277.6% | Added |
| SRS Capital Advisors, Inc. | 3,520 | $1.37M | 0.06% | +590+20.1% | Added |
| Capstone Investment Advisors, LLC | 15,012 | $1.38M | 0.01% | +15,012 | New |
| Meketa Investment Group Inc | 15,021 | $1.38M | 4.18% | −2,490−14.2% | Reduced |
| Fca Corp | 15,028 | $1.38M | 0.41% | −93−0.6% | Reduced |
| Centennial Bank | 15,091 | $1.39M | 0.58% | −225−1.5% | Reduced |
| Wetherby Asset Management Inc | 15,095 | $1.39M | 0.06% | +15,095 | New |
| Venturi Wealth Management, LLC | 15,125 | $1.39M | 0.07% | −201−1.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,172 | $1.39M | 0.05% | −646−4.1% | Reduced |
| Powers Advisory Group, LLC | 15,252 | $1.40M | 0.62% | +83+0.5% | Added |
| Invesco, LLC | 15,276 | $1.40M | 0.52% | +1,717+12.7% | Added |
| Miracle Mile Advisors, LLC | 15,300 | $1.40M | 0.02% | −628−3.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,350 | $1.41M | 0.32% | 00.0% | Unchanged |
| Interval Partners, LP | 15,557 | $1.43M | 0.03% | −1,391−8.2% | Reduced |
| Highline Wealth Partners LLC | 15,561 | $1.43M | 0.42% | +10.0% | Added |
| Confluence Wealth Services, Inc. | 15,575 | $1.43M | 0.08% | +179+1.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,595 | $1.43M | 0.53% | −126−0.8% | Reduced |
| GoalVest Advisory LLC | 15,613 | $1.43M | 0.35% | +198+1.3% | Added |
| Stokes Family Office, LLC | 15,661 | $1.44M | 0.15% | −193−1.2% | Reduced |
| BancorpSouth Bank | 15,664 | $1.44M | 0.09% | +444+2.9% | Added |
| High Net Worth Advisory Group LLC | 15,700 | $1.44M | 0.38% | −189−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 15,709 | $1.44M | 0.01% | −1,091−6.5% | Reduced |
| Silver Oak Securities, Inc | 15,763 | $1.45M | 0.12% | +274+1.8% | Added |
| CapWealth Advisors, LLC | 15,801 | $1.45M | 0.14% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 15,920 | $1.46M | 0.44% | −1,391−8.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.51M | 0.12% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 16,401 | $1.51M | 0.36% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 16,439 | $1.51M | 0.06% | +522+3.3% | Added |
| Maridea Wealth Management LLC | 16,440 | $1.51M | 0.39% | +16,440 | New |
| Cornell Pochily Investment Advisors, Inc. | 16,501 | $1.52M | 0.50% | −801−4.6% | Reduced |
| TCW Group Inc | 16,522 | $1.52M | 0.01% | +345+2.1% | Added |
| Driehaus Capital Management LLC | 16,552 | $1.52M | 0.01% | +6,146+59.1% | Added |
| XML Financial, LLC | 16,566 | $1.52M | 0.13% | +590+3.7% | Added |
| Ashton Thomas Private Wealth, LLC | 16,697 | $1.53M | 0.05% | −1,287−7.2% | Reduced |
| Agp Franklin, LLC | 16,725 | $1.54M | 0.81% | +12,435+289.9% | Added |
| National Asset Management, Inc. | 16,764 | $1.54M | 0.07% | −49,714−74.8% | Reduced |
| Sumitomo Life Insurance Co | 16,827 | $1.55M | 0.10% | −1,141−6.4% | Reduced |
| Burns J W & Co Inc | 16,857 | $1.55M | 0.19% | −375−2.2% | Reduced |
| Twin Capital Management Inc | 16,947 | $1.56M | 0.17% | −263−1.5% | Reduced |
| Smith Thornton Advisors LLC | 16,985 | $1.56M | 0.90% | −907−5.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.56M | 0.18% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 17,015 | $1.56M | 0.13% | −521−3.0% | Reduced |
| Asset Advisors Investment Management, LLC | 17,048 | $1.57M | 0.15% | 00.0% | Unchanged |
| Diversified Trust Co | 17,071 | $1.57M | 0.03% | −9,398−35.5% | Reduced |
| Constitution Capital LLC | 17,100 | $1.57M | 0.80% | +4,080+31.3% | Added |
| Gleason Group, Inc. | 17,123 | $1.57M | 0.17% | +142+0.8% | Added |