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 |
|---|---|---|---|---|---|
| Armis Advisers, LLC | 30,528 | $2.83M | 0.22% | +6,218+25.6% | Added |
| Naviter Wealth, LLC | 30,817 | $2.83M | 0.35% | +825+2.8% | Added |
| Ethic Inc. | 31,141 | $2.83M | 0.05% | −35−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 30,873 | $2.84M | 0.24% | −536−1.7% | Reduced |
| Texas Yale Capital Corp. | 31,013 | $2.85M | 0.09% | −457−1.5% | Reduced |
| Leelyn Smith, LLC | 31,191 | $2.86M | 0.47% | +295+1.0% | Added |
| Financial Advisory Service, Inc. | 31,329 | $2.88M | 0.21% | +1,987+6.8% | Added |
| West Paces Advisors Inc. | 31,466 | $2.89M | 0.61% | +4,047+14.8% | Added |
| Marshall Financial Group LLC | 31,536 | $2.89M | 0.57% | +864+2.8% | Added |
| Citizens Financial Group Inc | 31,950 | $2.93M | 0.05% | +4,232+15.3% | Added |
| apricus wealth, LLC | 31,985 | $2.94M | 1.71% | −70−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 32,010 | $2.94M | 0.53% | −135−0.4% | Reduced |
| Slagle Financial, LLC | 32,042 | $2.94M | 1.19% | +27,077+545.4% | Added |
| South State Corp. | 32,068 | $2.94M | 0.13% | +269+0.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,050 | $2.95M | 1.65% | 00.0% | Unchanged |
| Leo Wealth, LLC | 32,303 | $2.97M | 0.23% | +5,861+22.2% | Added |
| Johnson Investment Counsel Inc | 32,489 | $2.98M | 0.03% | −3,555−9.9% | Reduced |
| Adalta Capital Management LLC | 32,794 | $3.01M | 1.51% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 32,842 | $3.02M | 0.37% | −114−0.3% | Reduced |
| Bleakley Financial Group, LLC | 32,851 | $3.02M | 0.08% | +3,602+12.3% | Added |
| Cushing Asset Management, LP | 33,000 | $3.03M | 0.18% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 33,101 | $3.04M | 0.20% | −264−0.8% | Reduced |
| Nepsis, Inc. | 33,191 | $3.05M | 0.85% | −11,202−25.2% | Reduced |
| Robbins Farley LLC | 33,219 | $3.05M | 1.42% | +765+2.4% | Added |
| First National Trust Co | 33,241 | $3.05M | 0.11% | −19−0.1% | Reduced |
| Rockline Wealth Management, LLC | 33,317 | $3.06M | 0.72% | +363+1.1% | Added |
| Oakworth Capital, Inc. | 33,328 | $3.06M | 0.20% | −1,438−4.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 33,411 | $3.07M | 0.09% | +824+2.5% | Added |
| KCM Investment Advisors LLC | 33,476 | $3.07M | 0.10% | +750+2.3% | Added |
| Lantz Financial LLC | 33,726 | $3.10M | 0.77% | −753−2.2% | Reduced |
| Stonebridge Financial Group, LLC | 34,008 | $3.12M | 0.30% | +351+1.0% | Added |
| EverSource Wealth Advisors, LLC | 34,043 | $3.13M | 0.14% | +2,600+8.3% | Added |
| Forte Capital LLC | 34,221 | $3.14M | 0.34% | −191−0.6% | Reduced |
| Capital Group Private Client Services, Inc. | 34,434 | $3.16M | 0.03% | −1,383−3.9% | Reduced |
| Atria Wealth Solutions, Inc. | 34,506 | $3.17M | 0.07% | −69,073−66.7% | Reduced |
| Bokf, NA | 34,518 | $3.17M | 0.05% | −486−1.4% | Reduced |
| Equitable Trust Co | 34,527 | $3.17M | 0.16% | +6,843+24.7% | Added |
| Great Lakes Retirement, Inc. | 34,571 | $3.17M | 0.38% | +1,829+5.6% | Added |
| Everence Capital Management Inc | 34,801 | $3.20M | 0.21% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 35,061 | $3.22M | 0.05% | +212+0.6% | Added |
| Vise Technologies, Inc. | 35,191 | $3.23M | 0.13% | +35,191 | New |
| Family Legacy, Inc. | 35,364 | $3.25M | 1.06% | −396−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 35,750 | $3.28M | 0.16% | −8,154−18.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 35,826 | $3.29M | 0.01% | +981+2.8% | Added |
| Mutual Advisors, LLC | 34,981 | $3.34M | 0.08% | +1,398+4.2% | Added |
| Sovereign Financial Group, Inc. | 36,496 | $3.35M | 0.69% | −569−1.5% | Reduced |
| Daymark Wealth Partners, LLC | 36,505 | $3.35M | 0.13% | +182+0.5% | Added |
| Cary Street Partners Financial LLC | 36,531 | $3.35M | 0.09% | −28,954−44.2% | Reduced |
| LongView Wealth Management | 36,784 | $3.38M | 1.02% | −2,140−5.5% | Reduced |
| BCJ Capital Management, LLC | 36,811 | $3.38M | 0.23% | −168−0.5% | Reduced |
| Empowered Funds, LLC | 36,991 | $3.40M | 0.04% | +2,988+8.8% | Added |
| Marietta Investment Partners LLC | 37,046 | $3.40M | 0.74% | +15,152+69.2% | Added |
| HighPoint Advisor Group LLC | 37,102 | $3.41M | 0.18% | −177−0.5% | Reduced |
| Ieq Capital, LLC | 37,319 | $3.43M | 0.02% | −11,454−23.5% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 38,459 | $3.43M | 1.94% | −2,720−6.6% | Reduced |
| Bank Ozk | 37,359 | $3.43M | 1.32% | +1,209+3.3% | Added |
| CBOE Vest Financial, LLC | 37,375 | $3.43M | 0.05% | +10,537+39.3% | Added |
| Empirical Finance, LLC | 37,775 | $3.47M | 0.18% | +246+0.7% | Added |
| Richard Bernstein Advisors LLC | 37,921 | $3.48M | 0.09% | +37,921 | New |
| OmniStar Financial Group, Inc. | 38,055 | $3.49M | 2.62% | +1,756+4.8% | Added |
| Birmingham Capital Management Co Inc | 38,225 | $3.51M | 1.55% | −8,200−17.7% | Reduced |
| First National Advisers, LLC | 38,327 | $3.52M | 0.52% | +452+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,498 | $3.54M | 0.14% | −411−1.1% | Reduced |
| Boston Partners | 39,137 | $3.59M | 0.00% | −272,913−87.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 39,174 | $3.60M | 0.05% | +39,174 | New |
| Omers Administration Corp | 39,180 | $3.60M | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 39,225 | $3.60M | 0.24% | −629−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 39,278 | $3.61M | 0.05% | −31−0.1% | Reduced |
| OneAscent Wealth Management LLC | 39,293 | $3.61M | 1.33% | +6,063+18.2% | Added |
| Prime Capital Investment Advisors, LLC | 39,335 | $3.61M | 0.05% | −10,712−21.4% | Reduced |
| Intact Investment Management Inc. | 39,400 | $3.62M | 0.12% | −5,900−13.0% | Reduced |
| JPL Wealth Management, LLC | 39,943 | $3.67M | 0.99% | +127+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,956 | $3.67M | 0.41% | −911−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 40,068 | $3.68M | 0.12% | −190.0% | Reduced |
| First National Bank of Omaha | 40,089 | $3.68M | 0.24% | +3,038+8.2% | Added |
| Callan Family Office, LLC | 40,147 | $3.69M | 0.12% | +26,899+203.0% | Added |
| Avantax Planning Partners, Inc. | 40,259 | $3.70M | 0.12% | +1,922+5.0% | Added |
| Resources Investment Advisors, LLC. | 41,396 | $3.80M | 0.04% | −628−1.5% | Reduced |
| Waterloo Capital, L.P. | 41,460 | $3.81M | 0.31% | +3,860+10.3% | Added |
| Canandaigua National Bank & Trust Co | 41,546 | $3.82M | 0.35% | +1,099+2.7% | Added |
| Los Angeles Capital Management LLC | 41,880 | $3.85M | 0.01% | −26,764−39.0% | Reduced |
| Horizon Investments, LLC | 42,169 | $3.87M | 0.06% | +20,717+96.6% | Added |
| Buckhead Capital Management LLC | 42,194 | $3.87M | 1.50% | −22,541−34.8% | Reduced |
| Gotham Asset Management, LLC | 42,227 | $3.88M | 0.02% | −62,820−59.8% | Reduced |
| Argent Trust Co | 43,039 | $3.95M | 0.15% | +3,389+8.5% | Added |
| Zions Bancorporation, National Association | 43,065 | $3.95M | 0.21% | −16,016−27.1% | Reduced |
| TrueWealth Advisors, LLC | 43,346 | $3.98M | 1.18% | +1,664+4.0% | Added |
| Great Lakes Advisors, LLC | 43,360 | $3.98M | 0.03% | +120.0% | Added |
| Wills Financial Group LLC | 43,461 | $3.99M | 1.73% | +1,994+4.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 43,586 | $4.00M | 0.04% | −53,446−55.1% | Reduced |
| MTM Investment Management, LLC | 43,597 | $4.00M | 1.34% | −344−0.8% | Reduced |
| Palisade Asset Management, LLC | 43,817 | $4.02M | 0.40% | −1,650−3.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 43,843 | $4.03M | 0.01% | +30,780+235.6% | Added |
| Farther Finance Advisors, LLC | 43,859 | $4.03M | 0.08% | +3,268+8.1% | Added |
| AE Wealth Management LLC | 43,986 | $4.04M | 0.03% | +181+0.4% | Added |
| Bailard, Inc. | 44,096 | $4.05M | 0.09% | +545+1.3% | Added |
| Diversified Enterprises, LLC | 44,390 | $4.08M | 0.30% | +4,602+11.6% | Added |
| Level Four Advisory Services, LLC | 44,489 | $4.09M | 0.15% | +355+0.8% | Added |
| Concord Wealth Partners | 44,504 | $4.09M | 0.60% | +1,672+3.9% | Added |
| Concord Asset Management, LLC | 44,504 | $4.09M | 0.61% | +5,323+13.6% | Added |