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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 44,632 | $4.10M | 0.04% | +44,632 | New |
| Rench Wealth Management, Inc. | 44,786 | $4.11M | 1.30% | +300+0.7% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.12M | 0.52% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,111 | $4.14M | 0.00% | +2,323+5.4% | Added |
| Apollon Financial, LLC | 46,012 | $4.23M | 0.88% | +700+1.5% | Added |
| Brown Advisory Inc | 46,458 | $4.27M | 0.01% | −177−0.4% | Reduced |
| First Bank & Trust | 46,783 | $4.30M | 0.77% | −1,043−2.2% | Reduced |
| Morton Community Bank | 47,327 | $4.35M | 1.08% | +1,692+3.7% | Added |
| Pathway Financial Advisers, LLC | 47,441 | $4.36M | 1.41% | +578+1.2% | Added |
| Sigma Planning Corp | 47,576 | $4.37M | 0.13% | −5,202−9.9% | Reduced |
| Prudential PLC | 47,703 | $4.38M | 0.03% | −643−1.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 47,746 | $4.38M | 0.21% | +192+0.4% | Added |
| Hengehold Capital Management LLC | 48,042 | $4.41M | 0.40% | +269+0.6% | Added |
| Laurel Wealth Advisors LLC | 48,147 | $4.42M | 0.66% | +87+0.2% | Added |
| Annex Advisory Services, LLC | 48,378 | $4.44M | 0.11% | −12,206−20.1% | Reduced |
| Norinchukin Bank, The | 48,471 | $4.45M | 0.07% | +311+0.6% | Added |
| Strategic Planning Group, LLC | 48,484 | $4.45M | 0.72% | +48,484 | New |
| Coastal Bridge Advisors, LLC | 48,539 | $4.46M | 0.37% | +550+1.1% | Added |
| First Citizens Bank & Trust Co | 49,200 | $4.52M | 0.08% | −9,292−15.9% | Reduced |
| Agf Management Ltd | 49,238 | $4.52M | 0.02% | +4,256+9.5% | Added |
| RSM US Wealth Management LLC | 49,487 | $4.54M | 0.06% | +5,830+13.4% | Added |
| Montag A & Associates Inc | 49,499 | $4.55M | 0.22% | −864−1.7% | Reduced |
| All Terrain Financial Advisors, LLC | 50,129 | $4.60M | 1.67% | +110.0% | Added |
| Advisors Preferred, LLC | 50,017 | $4.62M | 0.76% | +40,867+446.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 50,326 | $4.62M | 0.87% | −4,170−7.7% | Reduced |
| Atomi Financial Group, Inc. | 50,402 | $4.63M | 0.18% | +30,374+151.7% | Added |
| Old National Bancorp | 50,443 | $4.63M | 0.08% | +50,443 | New |
| Kentucky Trust Co | 50,698 | $4.66M | 2.67% | −1,194−2.3% | Reduced |
| New Mexico Educational Retirement Board | 51,187 | $4.70M | 0.15% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 51,230 | $4.70M | 0.59% | +1,445+2.9% | Added |
| Tokio Marine Asset Management Co Ltd | 51,277 | $4.71M | 0.18% | +1,398+2.8% | Added |
| Swedbank AB | 52,275 | $4.80M | 0.01% | +52,275 | New |
| Cornerstone Capital, Inc. | 52,278 | $4.80M | 0.50% | −8,241−13.6% | Reduced |
| Csenge Advisory Group | 53,376 | $4.80M | 0.25% | −358−0.7% | Reduced |
| Providence Capital Advisors, LLC | 52,463 | $4.82M | 0.88% | +11,158+27.0% | Added |
| Main Street Financial Solutions, LLC | 52,685 | $4.84M | 0.35% | +390+0.7% | Added |
| American Trust Investment Advisors, LLC | 53,224 | $4.89M | 2.47% | −7,720−12.7% | Reduced |
| Trajan Wealth LLC | 53,430 | $4.91M | 0.24% | +226+0.4% | Added |
| Maryland State Retirement & Pension System | 53,557 | $4.92M | 0.11% | +2,350+4.6% | Added |
| Signaturefd, LLC | 53,874 | $4.95M | 0.08% | +3,373+6.7% | Added |
| Wesbanco Bank Inc | 54,012 | $4.96M | 0.15% | +2,609+5.1% | Added |
| Baugh & Associates, LLC | 58,803 | $5.01M | 2.61% | −2,683−4.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 54,599 | $5.01M | 3.05% | −213−0.4% | Reduced |
| Glenmede Investment Management, LP | 54,803 | $5.03M | 0.03% | +54,803 | New |
| Money Concepts Capital Corp | 54,981 | $5.05M | 0.34% | +661+1.2% | Added |
| Profund Advisors LLC | 55,252 | $5.07M | 0.18% | +12,097+28.0% | Added |
| Clearstead Advisors, LLC | 55,947 | $5.14M | 0.07% | +522+0.9% | Added |
| United Bank | 55,974 | $5.14M | 1.97% | −170.0% | Reduced |
| Sagespring Wealth Partners, LLC | 56,084 | $5.15M | 0.11% | +1,468+2.7% | Added |
| Gulf International Bank (UK) Ltd | 56,335 | $5.17M | 0.18% | −6,023−9.7% | Reduced |
| Stratos Wealth Partners, LTD. | 56,408 | $5.18M | 0.07% | −1,117−1.9% | Reduced |
| Clearbridge Investments, LLC | 56,845 | $5.22M | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 57,264 | $5.26M | 0.22% | +56+0.1% | Added |
| Securian Asset Management, Inc | 57,426 | $5.27M | 0.15% | −542−0.9% | Reduced |
| Louisiana State Employees Retirement System | 58,000 | $5.33M | 0.10% | −900−1.5% | Reduced |
| GQG Partners LLC | 58,539 | $5.38M | 0.01% | +7,461+14.6% | Added |
| Goelzer Investment Management, Inc. | 58,599 | $5.38M | 0.29% | −780−1.3% | Reduced |
| Advisors Asset Management, Inc. | 58,714 | $5.39M | 0.10% | +7,360+14.3% | Added |
| Bridge Creek Capital Management LLC | 58,956 | $5.41M | 1.59% | +398+0.7% | Added |
| Arrow Capital Pty Ltd | 38,642 | $5.42M | 2.62% | −11,358−22.7% | Reduced |
| Wealthcare Advisory Partners LLC | 59,056 | $5.42M | 0.12% | +6,155+11.6% | Added |
| Schnieders Capital Management LLC | 59,217 | $5.44M | 0.95% | +393+0.7% | Added |
| Grant Private Wealth Management Inc | 60,811 | $5.58M | 3.17% | +60,811 | New |
| Trinity Legacy Partners, LLC | 59,974 | $5.60M | 1.36% | +424+0.7% | Added |
| Alpine Woods Capital Investors, LLC | 61,045 | $5.61M | 1.33% | −1,579−2.5% | Reduced |
| Shilanski & Associates, Inc. | 61,207 | $5.62M | 1.61% | −492−0.8% | Reduced |
| Voleon Capital Management LP | 61,438 | $5.64M | 0.31% | −30,368−33.1% | Reduced |
| Alberta Investment Management Corp | 61,600 | $5.66M | 0.04% | −142,806−69.9% | Reduced |
| Resolution Capital Ltd | 61,987 | $5.69M | 0.11% | +26,632+75.3% | Added |
| Umb Bank N A | 62,990 | $5.78M | 0.09% | −1,028−1.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,196 | $5.80M | 0.45% | −510−0.8% | Reduced |
| Woodstock Corp | 63,725 | $5.85M | 0.54% | +10.0% | Added |
| Moors & Cabot, Inc. | 64,008 | $5.88M | 0.27% | −177−0.3% | Reduced |
| Nordea Investment Management AB | 65,349 | $5.96M | 0.01% | +1,063+1.7% | Added |
| Morgan Dempsey Capital Management LLC | 65,415 | $6.01M | 2.51% | −808−1.2% | Reduced |
| Marietta Wealth Management, LLC | 65,571 | $6.02M | 0.79% | +1,460+2.3% | Added |
| Community Bank & Trust, Waco, Texas | 65,692 | $6.03M | 1.37% | +477+0.7% | Added |
| Capital Investment Counsel, LLC | 66,076 | $6.07M | 0.94% | −4,152−5.9% | Reduced |
| Hartford Investment Management Co | 66,352 | $6.09M | 0.19% | −484−0.7% | Reduced |
| Farmers Trust Co | 66,560 | $6.11M | 1.14% | +17,286+35.1% | Added |
| Oppenheimer & Co Inc | 67,980 | $6.24M | 0.08% | +9,086+15.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 68,186 | $6.26M | 1.17% | +455+0.7% | Added |
| Worldquant Millennium Advisors LLC | 68,666 | $6.31M | 0.03% | +50,057+269.0% | Added |
| Carson Advisory Inc. | 69,033 | $6.34M | 4.03% | −377−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 69,351 | $6.37M | 0.22% | +69,351 | New |
| Telos Capital Management, Inc. | 69,521 | $6.38M | 0.65% | +418+0.6% | Added |
| GF Fund Management Co. Ltd. | 70,122 | $6.44M | 0.13% | −13,233−15.9% | Reduced |
| Kentucky Retirement Systems | 70,189 | $6.45M | 0.19% | −4,600−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 70,210 | $6.45M | 0.06% | +2,299+3.4% | Added |
| South Dakota Investment Council | 70,240 | $6.45M | 0.12% | 00.0% | Unchanged |
| Simmons Bank | 70,632 | $6.49M | 0.46% | +1,516+2.2% | Added |
| Jackson Hole Capital Partners, LLC | 71,554 | $6.57M | 1.20% | +468+0.7% | Added |
| BFSG, LLC | 72,229 | $6.63M | 0.74% | +85+0.1% | Added |
| Carret Asset Management, LLC | 72,546 | $6.66M | 0.71% | −678−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 72,897 | $6.69M | 0.17% | −60.0% | Reduced |
| City Holding Co | 73,474 | $6.75M | 0.88% | +1,638+2.3% | Added |
| Longbow Finance SA | 73,524 | $6.75M | 0.72% | +73,524 | New |
| Old Point Trust & Financial Services N A | 73,583 | $6.76M | 2.36% | −2,140−2.8% | Reduced |
| UniSuper Management Pty Ltd | 74,015 | $6.80M | 0.05% | −1,544−2.0% | Reduced |
| MainStreet Investment Advisors LLC | 74,603 | $6.85M | 0.95% | −1,485−2.0% | Reduced |