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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 23,012 | $2.11M | 0.08% | −166−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 23,089 | $2.12M | 0.25% | +57+0.2% | Added |
| Greenleaf Trust | 23,123 | $2.12M | 0.02% | −6,728−22.5% | Reduced |
| First United Bank Trust | 23,224 | $2.13M | 0.74% | +1,272+5.8% | Added |
| Nomura Holdings Inc | 23,294 | $2.14M | 0.02% | −20,934−47.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,387 | $2.15M | 0.02% | −38,434−62.2% | Reduced |
| Smartleaf Asset Management LLC | 23,640 | $2.15M | 0.19% | −2,074−8.1% | Reduced |
| Citizens National Bank Trust Department | 23,404 | $2.15M | 0.43% | −55−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 23,431 | $2.15M | 0.13% | −553−2.3% | Reduced |
| Americana Partners, LLC | 23,478 | $2.16M | 0.07% | −52,171−69.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 23,596 | $2.17M | 0.17% | +1,250+5.6% | Added |
| Trust Co of Vermont | 23,663 | $2.17M | 0.10% | +1,382+6.2% | Added |
| D L Carlson Investment Group Inc | 23,670 | $2.17M | 0.40% | +916+4.0% | Added |
| S.E.E.D. Planning Group LLC | 23,752 | $2.18M | 0.68% | −144−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 23,780 | $2.18M | 0.05% | +15,396+183.6% | Added |
| Cape Investment Advisory, Inc. | 24,045 | $2.21M | 0.81% | +575+2.4% | Added |
| Caldwell Trust Co | 24,055 | $2.21M | 0.22% | +2,371+10.9% | Added |
| Ci Investments Inc. | 24,091 | $2.21M | 0.01% | +722+3.1% | Added |
| Inman Jager Wealth Management, LLC | 24,171 | $2.22M | 1.50% | +485+2.0% | Added |
| MUFG Securities Americas Inc. | 24,358 | $2.24M | 0.19% | +3,201+15.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,428 | $2.24M | 0.01% | −2,587−9.6% | Reduced |
| ZWJ Investment Counsel Inc | 24,442 | $2.24M | 0.08% | +1,340+5.8% | Added |
| Stolper Co | 24,471 | $2.25M | 0.74% | −165−0.7% | Reduced |
| Brown Brothers Harriman & Co | 24,506 | $2.25M | 0.01% | +2,780+12.8% | Added |
| Summit Trail Advisors, LLC | 24,790 | $2.28M | 0.04% | +24,790 | New |
| Linden Thomas Advisory Services, LLC | 24,862 | $2.28M | 0.25% | +1,044+4.4% | Added |
| Danske Bank A/S | 24,863 | $2.28M | 0.01% | +6,800+37.6% | Added |
| Meeder Advisory Services, Inc. | 24,890 | $2.29M | 0.12% | +2,417+10.8% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.30M | 0.18% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 25,010 | $2.30M | 0.03% | +25,010 | New |
| Change Path, LLC | 25,025 | $2.30M | 0.06% | +2,583+11.5% | Added |
| Pacitti Group Inc. | 25,132 | $2.31M | 1.00% | +1,777+7.6% | Added |
| Sterling Capital Management LLC | 25,168 | $2.31M | 0.03% | +21,716+629.1% | Added |
| PFG Investments, LLC | 25,265 | $2.32M | 0.14% | −1,625−6.0% | Reduced |
| Ascent Wealth Partners, LLC | 25,322 | $2.33M | 0.29% | +139+0.6% | Added |
| IHT Wealth Management, LLC | 25,394 | $2.33M | 0.06% | −774−3.0% | Reduced |
| GAMMA Investing LLC | 25,479 | $2.34M | 0.15% | +4,226+19.9% | Added |
| Harbour Investments, Inc. | 25,524 | $2.34M | 0.06% | +2,100+9.0% | Added |
| Private Trust Co NA | 25,551 | $2.35M | 0.22% | −792−3.0% | Reduced |
| Fulton Bank, N.A. | 25,580 | $2.35M | 0.09% | −4,046−13.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 25,611 | $2.35M | 1.57% | +25,611 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 25,637 | $2.35M | 0.39% | −90.0% | Reduced |
| Mechanics Bank Trust Department | 25,685 | $2.36M | 0.34% | −1,029−3.9% | Reduced |
| Perigon Wealth Management, LLC | 25,747 | $2.36M | 0.06% | +190+0.7% | Added |
| Old North State Trust, LLC | 25,756 | $2.37M | 1.62% | +772+3.1% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.37M | 0.64% | 00.0% | Unchanged |
| Mather Group, LLC. | 25,815 | $2.37M | 0.03% | +3,112+13.7% | Added |
| Capital Square, LLC | 25,586 | $2.37M | 1.26% | +159+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,863 | $2.38M | 0.74% | +781+3.1% | Added |
| Kavar Capital Partners Group, LLC | 25,943 | $2.38M | 0.34% | −1,000−3.7% | Reduced |
| Stamos Capital Partners, L.P. | 26,017 | $2.39M | 0.43% | +4,734+22.2% | Added |
| Vinva Investment Management Ltd | 26,340 | $2.39M | 0.06% | +4,915+22.9% | Added |
| John G Ullman & Associates Inc | 26,092 | $2.40M | 0.36% | −110.0% | Reduced |
| Argyle Capital Management Inc. | 26,271 | $2.41M | 0.87% | 00.0% | Unchanged |
| Little House Capital LLC | 26,312 | $2.42M | 0.61% | −1,974−7.0% | Reduced |
| Quadrature Capital Ltd | 26,372 | $2.42M | 0.04% | +26,372 | New |
| Harbour Trust & Investment Management Co | 26,497 | $2.43M | 0.27% | −50−0.2% | Reduced |
| Vectors Research Management, LLC | 26,704 | $2.45M | 0.84% | −222−0.8% | Reduced |
| Toroso Investments, LLC | 26,771 | $2.46M | 0.02% | +6,645+33.0% | Added |
| Oak Harbor Wealth Partners, LLC | 26,822 | $2.46M | 0.67% | +3,835+16.7% | Added |
| Ausdal Financial Partners, Inc. | 26,837 | $2.46M | 0.16% | +21,151+372.0% | Added |
| Fiduciary Alliance LLC | 27,024 | $2.48M | 0.19% | +527+2.0% | Added |
| GAM Holding AG | 27,089 | $2.49M | 0.17% | +83+0.3% | Added |
| Elo Mutual Pension Insurance Co | 27,098 | $2.49M | 0.05% | +1,099+4.2% | Added |
| Soundwatch Capital LLC | 1,125,364 | $2.49M | 0.53% | +1,125,364 | New |
| Smith Chas P & Associates Pa Cpas | 27,147 | $2.49M | 0.14% | −49−0.2% | Reduced |
| Bayesian Capital Management, LP | 27,300 | $2.51M | 0.40% | +27,300 | New |
| Great Valley Advisor Group, Inc. | 27,452 | $2.52M | 0.06% | −3,419−11.1% | Reduced |
| We Are One Seven, LLC | 27,606 | $2.54M | 0.08% | +99+0.4% | Added |
| Aurora Investment Counsel | 28,017 | $2.57M | 1.36% | +513+1.9% | Added |
| Tyche Wealth Partners LLC | 28,121 | $2.58M | 0.52% | +31+0.1% | Added |
| Sargent Investment Group, LLC | 27,425 | $2.60M | 0.35% | +22,806+493.7% | Added |
| TFG Advisers LLC | 28,309 | $2.60M | 0.89% | −23−0.1% | Reduced |
| Rahlfs Capital, LLC | 28,370 | $2.61M | 2.39% | −1,200−4.1% | Reduced |
| Chemung Canal Trust Co | 28,609 | $2.63M | 0.55% | −4,687−14.1% | Reduced |
| Jacobi Capital Management LLC | 28,620 | $2.63M | 0.17% | +168+0.6% | Added |
| Hilltop National Bank | 28,833 | $2.65M | 0.69% | +28,833 | New |
| Broadwater Capital Management LLC | 2,679,967 | $2.68M | 2.08% | +2,650,783+9,083.0% | Added |
| Pullen Investment Management, LLC | 29,221 | $2.68M | 1.62% | −409−1.4% | Reduced |
| LBMC Investment Advisors, LLC | 29,269 | $2.69M | 0.19% | −2,192−7.0% | Reduced |
| Centaurus Financial, Inc. | 29,279 | $2.69M | 0.16% | −91−0.3% | Reduced |
| Allen Capital Group, LLC | 29,405 | $2.70M | 0.28% | +125+0.4% | Added |
| HF Advisory Group, LLC | 29,473 | $2.71M | 1.07% | +4,303+17.1% | Added |
| Ilex Capital Partners (UK) LLP | 29,702 | $2.73M | 0.09% | +29,702 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,719 | $2.73M | 0.06% | +3,519+13.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,789 | $2.74M | 0.19% | −2,066−6.5% | Reduced |
| Holderness Investments Co | 29,845 | $2.74M | 0.59% | −860−2.8% | Reduced |
| Hayek Kallen Investment Management | 29,849 | $2.74M | 0.93% | −314−1.0% | Reduced |
| Clarkston Capital Partners, LLC | 30,000 | $2.75M | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.75M | 0.10% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 30,048 | $2.76M | 0.06% | −4,350−12.6% | Reduced |
| Miller Howard Investments Inc | 30,335 | $2.79M | 0.09% | +1,604+5.6% | Added |
| Congress Wealth Management LLC | 30,360 | $2.79M | 0.03% | −675−2.2% | Reduced |
| Advyzon Investment Management, LLC | 30,422 | $2.79M | 0.62% | +27,610+981.9% | Added |
| Arete Wealth Advisors, LLC | 30,532 | $2.80M | 0.20% | +470+1.6% | Added |
| McRae Capital Management Inc | 30,552 | $2.81M | 0.57% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 30,579 | $2.81M | 0.88% | +185+0.6% | Added |
| Geneos Wealth Management Inc. | 30,683 | $2.82M | 0.07% | +9,883+47.5% | Added |
| Courier Capital LLC | 30,689 | $2.82M | 0.17% | −651−2.1% | Reduced |
| Biltmore Family Office, LLC | 30,697 | $2.82M | 0.48% | −75−0.2% | Reduced |