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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 75,084 | $6.89M | 1.79% | +557+0.7% | Added |
| Naples Global Advisors, LLC | 75,092 | $6.90M | 0.59% | +1,120+1.5% | Added |
| Vident Advisory, LLC | 75,445 | $6.93M | 0.08% | +10,377+15.9% | Added |
| Coldstream Capital Management Inc | 75,509 | $6.93M | 0.11% | +1,239+1.7% | Added |
| Equitable Holdings, Inc. | 75,581 | $6.94M | 0.06% | +3,152+4.4% | Added |
| Anchor Investment Management, LLC | 75,684 | $6.95M | 0.61% | +701+0.9% | Added |
| Mizuho Securities USA LLC | 75,957 | $6.98M | 0.15% | +75,957 | New |
| GLOBALT Investments LLC | 76,117 | $6.99M | 0.27% | −3,618−4.5% | Reduced |
| Railway Pension Investments Ltd | 76,200 | $7.00M | 0.10% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 75,965 | $7.00M | 0.05% | −15,955−17.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 77,216 | $7.09M | 0.61% | −9,208−10.7% | Reduced |
| Core Alternative Capital | 77,227 | $7.09M | 1.94% | −10,987−12.5% | Reduced |
| Aull & Monroe Investment Management Corp | 77,238 | $7.09M | 3.81% | −3,125−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 77,447 | $7.11M | 0.10% | +7,971+11.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 78,632 | $7.22M | 0.03% | −56,823−41.9% | Reduced |
| Massmutual Trust Co FSB | 78,730 | $7.23M | 0.19% | −1,214−1.5% | Reduced |
| Trustmark National Bank Trust Department | 79,017 | $7.26M | 0.50% | +616+0.8% | Added |
| D.A. Davidson & Co. | 79,075 | $7.26M | 0.05% | +5,931+8.1% | Added |
| Cullen Investment Group, Ltd. | 79,392 | $7.29M | 1.03% | +11,169+16.4% | Added |
| Sky Investment Group LLC | 80,374 | $7.38M | 1.29% | −1,950−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 81,840 | $7.52M | 0.15% | +6,487+8.6% | Added |
| Central Trust Co | 81,871 | $7.52M | 0.17% | −1,038−1.3% | Reduced |
| Albion Financial Group | 82,110 | $7.54M | 0.49% | −934−1.1% | Reduced |
| Parkside Investments, LLC | 82,141 | $7.54M | 1.02% | +808+1.0% | Added |
| United Capital Financial Advisers, LLC | 82,742 | $7.60M | 0.06% | +3,501+4.4% | Added |
| Spirepoint Private Client, LLC | 82,844 | $7.61M | 0.86% | +892+1.1% | Added |
| First PREMIER Bank | 83,083 | $7.63M | 1.85% | −1,288−1.5% | Reduced |
| Guggenheim Capital LLC | 83,483 | $7.67M | 0.06% | +5,485+7.0% | Added |
| Lido Advisors, LLC | 83,595 | $7.68M | 0.04% | −1,347−1.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 83,551 | $7.68M | 0.52% | +3,068+3.8% | Added |
| Janus Henderson Group PLC | 84,206 | $7.73M | 0.00% | +5,205+6.6% | Added |
| Merit Financial Group, LLC | 84,302 | $7.74M | 0.09% | +12,392+17.2% | Added |
| Thomasville National Bank | 84,492 | $7.76M | 0.53% | −1,270−1.5% | Reduced |
| Apollon Wealth Management, LLC | 85,084 | $7.81M | 0.15% | +11,705+16.0% | Added |
| Mainstay Capital Management LLC | 85,744 | $7.87M | 0.39% | +44,651+108.7% | Added |
| Teachers Retirement System of the State of Kentucky | 85,856 | $7.88M | 0.06% | +1,207+1.4% | Added |
| Summit Financial, LLC | 86,489 | $7.94M | 0.18% | +6,275+7.8% | Added |
| Chronos Wealth Management, LLC | 86,545 | $7.95M | 4.12% | +805+0.9% | Added |
| Lifeworks Advisors, LLC | 86,873 | $7.98M | 1.19% | +1,594+1.9% | Added |
| Hantz Financial Services, Inc. | 87,918 | $8.07M | 0.13% | −2,726−3.0% | Reduced |
| Davenport & Co LLC | 88,040 | $8.08M | 0.04% | −5,414−5.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 88,418 | $8.12M | 0.01% | −115,837−56.7% | Reduced |
| Beacon Pointe Advisors, LLC | 88,649 | $8.14M | 0.09% | +2,061+2.4% | Added |
| Allianz Asset Management GmbH | 88,995 | $8.17M | 0.01% | −25,892−22.5% | Reduced |
| Advocate Group LLC | 89,373 | $8.21M | 1.47% | −1,648−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 89,739 | $8.24M | 0.06% | +4,796+5.6% | Added |
| Windle Wealth, LLC | 89,931 | $8.26M | 4.04% | +1,037+1.2% | Added |
| J.W. Cole Advisors, Inc. | 90,424 | $8.30M | 0.18% | +6,932+8.3% | Added |
| Cornerstone Wealth Group, LLC | 91,413 | $8.39M | 0.63% | +778+0.9% | Added |
| Kempen Capital Management N.V. | 91,747 | $8.43M | 0.08% | +91,747 | New |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.45M | 0.14% | −15,446−14.4% | Reduced |
| Dynamic Advisor Solutions LLC | 92,413 | $8.49M | 0.26% | +2,350+2.6% | Added |
| Ronald Blue Trust, Inc. | 92,536 | $8.50M | 0.10% | +903+1.0% | Added |
| GWN Securities Inc. | 92,536 | $8.53M | 1.58% | −65,215−41.3% | Reduced |
| Thrivent Financial for Lutherans | 93,638 | $8.58M | 0.02% | +29,408+45.8% | Added |
| Neuberger Berman Group LLC | 93,737 | $8.61M | 0.01% | +13,216+16.4% | Added |
| Sound View Wealth Advisors Group, LLC | 94,829 | $8.71M | 0.64% | +2,695+2.9% | Added |
| Oregon Public Employees Retirement Fund | 94,970 | $8.72M | 0.15% | +800+0.8% | Added |
| Fiduciary Group LLC | 96,142 | $8.83M | 0.83% | −810−0.8% | Reduced |
| Associated Banc-Corp | 96,450 | $8.86M | 0.25% | −1,526−1.6% | Reduced |
| Prospera Financial Services Inc | 97,085 | $8.92M | 0.17% | +19,411+25.0% | Added |
| Kovitz Investment Group Partners, LLC | 98,220 | $9.02M | 0.04% | −3,895−3.8% | Reduced |
| CWM, LLC | 98,283 | $9.03M | 0.03% | +5,118+5.5% | Added |
| Advisors Management Group Inc | 98,332 | $9.03M | 1.70% | −978−1.0% | Reduced |
| Visionary Wealth Advisors | 98,495 | $9.04M | 0.46% | +2,275+2.4% | Added |
| Am Investment Strategies LLC | 98,838 | $9.08M | 2.14% | +1,058+1.1% | Added |
| Rothschild Investment LLC | 98,839 | $9.08M | 0.57% | −2,155−2.1% | Reduced |
| Metis Global Partners, LLC | 99,130 | $9.10M | 0.23% | +6,601+7.1% | Added |
| KBC Group NV | 99,350 | $9.12M | 0.02% | +14,908+17.7% | Added |
| Atria Investments LLC | 99,626 | $9.15M | 0.11% | −19,773−16.6% | Reduced |
| Capital Fund Management S.A. | 99,889 | $9.17M | 0.10% | −289,429−74.3% | Reduced |
| StoneX Group Inc. | 100,152 | $9.20M | 0.45% | +2,526+2.6% | Added |
| ARS Wealth Advisors Group, LLC | 100,186 | $9.20M | 1.06% | +1,386+1.4% | Added |
| Mirae Asset Securities (USA) Inc. | 100,260 | $9.21M | 0.41% | +100,260 | New |
| Avantax Advisory Services, Inc. | 101,609 | $9.33M | 0.05% | +2,486+2.5% | Added |
| AXA S.A. | 101,923 | $9.36M | 0.03% | +93,783+1,152.1% | Added |
| Sagefield Capital LP | 101,942 | $9.36M | 1.31% | −50,588−33.2% | Reduced |
| Blair William & Co | 102,596 | $9.42M | 0.03% | +795+0.8% | Added |
| IFG Advisory, LLC | 103,041 | $9.46M | 0.48% | +2,819+2.8% | Added |
| NEOS Investment Management LLC | 103,398 | $9.50M | 0.12% | +21,390+26.1% | Added |
| Azimuth Capital Investment Management LLC | 104,100 | $9.56M | 0.36% | +1,562+1.5% | Added |
| Principle Wealth Partners LLC | 104,317 | $9.58M | 0.60% | −605−0.6% | Reduced |
| Bell Bank | 104,638 | $9.61M | 0.45% | −20,435−16.3% | Reduced |
| Pacer Advisors, Inc. | 105,038 | $9.65M | 0.02% | +34,031+47.9% | Added |
| Keel Point, LLC | 105,700 | $9.71M | 0.64% | +3,848+3.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 106,443 | $9.77M | 0.46% | +16,913+18.9% | Added |
| TCTC Holdings, LLC | 106,833 | $9.81M | 0.32% | −267−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 108,226 | $9.94M | 0.17% | +72,133+199.9% | Added |
| Fifth Third Bancorp | 108,279 | $9.94M | 0.03% | −81−0.1% | Reduced |
| SG Americas Securities, LLC | 114,138 | $10.5M | 0.05% | −14,360−11.2% | Reduced |
| D. E. Shaw & Co., Inc. | 114,192 | $10.5M | 0.01% | −260,825−69.6% | Reduced |
| King Luther Capital Management Corp | 114,920 | $10.6M | 0.05% | −1,347−1.2% | Reduced |
| Glenview Trust Co | 115,283 | $10.6M | 0.18% | +101,085+712.0% | Added |
| Private Advisor Group, LLC | 115,534 | $10.6M | 0.06% | +4,765+4.3% | Added |
| Rockland Trust Co | 116,850 | $10.7M | 0.52% | −2,179−1.8% | Reduced |
| Stephens Inc | 117,189 | $10.8M | 0.15% | +342+0.3% | Added |
| Fairvoy Private Wealth, LLC | 117,483 | $10.8M | 2.68% | −74−0.1% | Reduced |
| Intech Investment Management LLC | 117,585 | $10.8M | 0.10% | +1,526+1.3% | Added |
| Rafferty Asset Management, LLC | 118,110 | $10.8M | 0.04% | +19,510+19.8% | Added |
| Woodline Partners LP | 118,883 | $10.9M | 0.06% | +26,314+28.4% | Added |