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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 17,131 | $1.57M | 0.65% | −757−4.2% | Reduced |
| Wellington Shields & Co., LLC | 17,234 | $1.58M | 0.45% | −100−0.6% | Reduced |
| Primoris Wealth Advisors, LLC | 17,294 | $1.59M | 1.08% | −1,200−6.5% | Reduced |
| Romano Brothers and Company | 17,369 | $1.59M | 0.20% | −820−4.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,432 | $1.60M | 0.09% | +17,432 | New |
| Jeppson Wealth Management, LLC | 17,469 | $1.60M | 0.55% | −34−0.2% | Reduced |
| Huber Capital Management LLC | 17,500 | $1.61M | 0.27% | +2,600+17.4% | Added |
| GTS Securities LLC | 17,530 | $1.61M | 0.07% | −15,001−46.1% | Reduced |
| Strategic Blueprint, LLC | 17,674 | $1.62M | 0.08% | +1,037+6.2% | Added |
| Pensionmark Financial Group, LLC | 17,736 | $1.63M | 0.04% | −2,002−10.1% | Reduced |
| Dearborn Partners LLC | 17,762 | $1.63M | 0.08% | −20,273−53.3% | Reduced |
| Advisor OS, LLC | 17,873 | $1.64M | 0.16% | +1,651+10.2% | Added |
| SBI Securities Co., Ltd. | 17,928 | $1.65M | 0.05% | −1,231−6.4% | Reduced |
| Snowden Capital Advisors LLC | 17,993 | $1.65M | 0.05% | +1,663+10.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 17,501 | $1.65M | 1.08% | −2,112−10.8% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.66M | 0.64% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 18,102 | $1.66M | 0.82% | −1,149−6.0% | Reduced |
| Providence First Trust Co | 18,146 | $1.67M | 0.59% | −134−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 18,222 | $1.67M | 0.04% | −783−4.1% | Reduced |
| Johnson Financial Group, Inc. | 18,224 | $1.67M | 0.08% | +2,094+13.0% | Added |
| Consolidated Planning Corp | 18,257 | $1.68M | 0.21% | −1,884−9.4% | Reduced |
| Symphony Financial, Ltd. Co. | 18,848 | $1.69M | 0.22% | +10,456+124.6% | Added |
| Eagle Rock Investment Company, LLC | 18,356 | $1.69M | 0.27% | −73−0.4% | Reduced |
| Ignite Planners, LLC | 18,052 | $1.70M | 0.30% | −998−5.2% | Reduced |
| SWAN Capital LLC | 18,525 | $1.70M | 0.74% | 00.0% | Unchanged |
| Earnest Partners LLC | 18,536 | $1.70M | 0.01% | +763+4.3% | Added |
| ICW Investment Advisors LLC | 18,578 | $1.71M | 0.67% | +150+0.8% | Added |
| Compass Wealth Management, LLC | 18,645 | $1.71M | 0.92% | +18,645 | New |
| Bryn Mawr Trust Co | 18,702 | $1.72M | 0.03% | +503+2.8% | Added |
| Aviva PLC | 18,714 | $1.72M | 0.00% | +771+4.3% | Added |
| Red Door Wealth Management, LLC | 18,739 | $1.72M | 0.21% | +4,066+27.7% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.74M | 0.28% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 19,009 | $1.75M | 0.23% | +4,155+28.0% | Added |
| Rollins Financial Advisors, LLC | 19,044 | $1.75M | 0.28% | +535+2.9% | Added |
| NorthRock Partners, LLC | 19,067 | $1.75M | 0.05% | −214−1.1% | Reduced |
| Wedmont Private Capital | 19,086 | $1.76M | 0.07% | +2,031+11.9% | Added |
| LVZ Advisors, Inc. | 19,122 | $1.76M | 0.21% | +378+2.0% | Added |
| Bahl & Gaynor Inc | 19,312 | $1.77M | 0.01% | +561+3.0% | Added |
| Bank of Hawaii | 19,313 | $1.77M | 0.09% | −8,623−30.9% | Reduced |
| Accurate Wealth Management, LLC | 19,186 | $1.79M | 0.27% | +388+2.1% | Added |
| Donaldson Capital Management, LLC | 19,510 | $1.79M | 0.07% | −416−2.1% | Reduced |
| Smith, Moore & Co. | 19,521 | $1.79M | 0.15% | −1,420−6.8% | Reduced |
| Ameritas Advisory Services, LLC | 19,537 | $1.79M | 0.09% | +2,511+14.7% | Added |
| Adapt Wealth Advisors, LLC | 19,665 | $1.81M | 0.81% | +1,230+6.7% | Added |
| Brooks, Moore & Associates, Inc. | 19,123 | $1.81M | 0.98% | +400+2.1% | Added |
| Good Life Advisors, LLC | 19,946 | $1.83M | 0.11% | +337+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,961 | $1.83M | 0.25% | −8,738−30.4% | Reduced |
| Regal Investment Advisors LLC | 19,973 | $1.83M | 0.14% | −1,105−5.2% | Reduced |
| Valeo Financial Advisors, LLC | 20,004 | $1.84M | 0.05% | +2,373+13.5% | Added |
| Canal Insurance CO | 20,000 | $1.84M | 0.41% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 20,036 | $1.84M | 0.04% | +3,065+18.1% | Added |
| Frank, Rimerman Advisors LLC | 20,037 | $1.84M | 0.12% | +1,652+9.0% | Added |
| Mayfair Advisory Group, LLC | 19,438 | $1.84M | 0.87% | −612−3.1% | Reduced |
| Weaver Capital Management LLC | 20,085 | $1.84M | 0.45% | −238−1.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,154 | $1.85M | 0.29% | +1,849+10.1% | Added |
| Mystic Asset Management, Inc. | 20,166 | $1.85M | 0.45% | −72−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,190 | $1.85M | 0.20% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 20,324 | $1.87M | 0.11% | +500+2.5% | Added |
| First City Capital Management, Inc. | 20,332 | $1.87M | 1.08% | +565+2.9% | Added |
| Landscape Capital Management, L.L.C. | 20,358 | $1.87M | 0.15% | +17,659+654.3% | Added |
| Ethos Financial Group, LLC | 20,620 | $1.89M | 0.16% | −23,382−53.1% | Reduced |
| Stock Yards Bank & Trust Co | 20,632 | $1.89M | 0.06% | −528−2.5% | Reduced |
| Benedict Financial Advisors Inc | 20,701 | $1.90M | 0.43% | +90.0% | Added |
| LMG Wealth Partners, LLC | 20,865 | $1.92M | 0.39% | +1,165+5.9% | Added |
| Patten & Patten Inc | 20,881 | $1.92M | 0.12% | −86−0.4% | Reduced |
| Alaethes Wealth LLC | 20,952 | $1.92M | 0.57% | +18,702+831.2% | Added |
| Armor Investment Advisors, LLC | 20,975 | $1.93M | 0.73% | −596−2.8% | Reduced |
| Global Retirement Partners, LLC | 21,051 | $1.93M | 0.05% | +21,051 | New |
| Modern Wealth Management, LLC | 21,091 | $1.94M | 0.05% | +13,698+185.3% | Added |
| Panagora Asset Management Inc | 21,104 | $1.94M | 0.01% | −57,590−73.2% | Reduced |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.94M | 1.20% | 00.0% | Unchanged |
| Bangor Savings Bank | 21,133 | $1.94M | 0.17% | +705+3.5% | Added |
| Capital Investment Advisory Services, LLC | 21,173 | $1.94M | 0.16% | +106+0.5% | Added |
| NTV Asset Management LLC | 21,178 | $1.94M | 0.23% | +30.0% | Added |
| NBC Securities, Inc. | 21,272 | $1.95M | 0.16% | +432+2.1% | Added |
| RDA Financial Network | 21,302 | $1.96M | 0.53% | +424+2.0% | Added |
| MSH Capital Advisors LLC | 21,336 | $1.96M | 0.56% | +300+1.4% | Added |
| Gladstone Institutional Advisory LLC | 21,356 | $1.96M | 0.08% | −1,584−6.9% | Reduced |
| Venture Visionary Partners LLC | 21,462 | $1.97M | 0.07% | +1,476+7.4% | Added |
| NBT Bank N A | 21,499 | $1.97M | 0.14% | −952−4.2% | Reduced |
| Hilltop Holdings Inc. | 21,548 | $1.98M | 0.13% | +3,684+20.6% | Added |
| LVW Advisors, LLC | 21,643 | $1.99M | 0.22% | +1,990+10.1% | Added |
| Buckingham Strategic Partners | 21,696 | $1.99M | 0.03% | −10,291−32.2% | Reduced |
| Koshinski Asset Management, Inc. | 21,698 | $1.99M | 0.15% | +3,357+18.3% | Added |
| TD Private Client Wealth LLC | 21,736 | $2.00M | 0.05% | −5,748−20.9% | Reduced |
| Principal Securities, Inc. | 21,741 | $2.00M | 0.04% | −2,878−11.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.00M | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 21,832 | $2.00M | 0.00% | +3,040+16.2% | Added |
| HHM Wealth Advisors, LLC | 21,941 | $2.01M | 0.24% | −510−2.3% | Reduced |
| Baillie Gifford & Co | 21,972 | $2.02M | 0.00% | −2,667−10.8% | Reduced |
| Plan Group Financial, LLC | 22,047 | $2.02M | 0.67% | +2,317+11.7% | Added |
| Verdence Capital Advisors LLC | 22,051 | $2.02M | 0.14% | −2,068−8.6% | Reduced |
| Sowell Financial Services LLC | 22,148 | $2.03M | 0.08% | −99−0.4% | Reduced |
| Columbus Macro, LLC | 22,233 | $2.04M | 0.25% | +123+0.6% | Added |
| Wedbush Securities Inc | 22,390 | $2.06M | 0.07% | +697+3.2% | Added |
| Bessemer Group Inc | 22,528 | $2.07M | 0.00% | −1,780−7.3% | Reduced |
| Qtron Investments LLC | 22,546 | $2.07M | 0.26% | −1,504−6.3% | Reduced |
| Essex LLC | 22,785 | $2.09M | 0.41% | −628−2.7% | Reduced |
| Old Port Advisors | 22,903 | $2.10M | 0.57% | −5,902−20.5% | Reduced |
| Wealthspire Advisors, LLC | 22,955 | $2.11M | 0.01% | +302+1.3% | Added |