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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 293 | $26.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 300 | $27.1K | 0.01% | +220+275.0% | Added |
| Bell Investment Advisors, Inc | 299 | $27.5K | 0.00% | +40+15.4% | Added |
| Activest Wealth Management | 308 | $28.3K | 0.01% | −4−1.3% | Reduced |
| Retirement Wealth Solutions LLC | 310 | $28.5K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $28.8K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 305 | $28.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 318 | $29.2K | 0.02% | +2+0.6% | Added |
| YANKCOM Partnership | 319 | $29.3K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 321 | $29.5K | 0.01% | +300+1,428.6% | Added |
| UMA Financial Services, Inc. | 326 | $29.9K | 0.00% | −81−19.9% | Reduced |
| NVWM, LLC | 327 | $30.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $31.2K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 343 | $31.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $31.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 350 | $32.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 350 | $32.1K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $32.1K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 360 | $33.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 354 | $33.0K | 0.01% | +8+2.3% | Added |
| Safe Harbor Fiduciary, LLC | 371 | $34.0K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 371 | $34.1K | 0.01% | +31+9.1% | Added |
| Accredited Wealth Management, LLC | 390 | $35.8K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 400 | $36.7K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 408 | $37.5K | 0.00% | +408 | New |
| IMG Wealth Management, Inc. | 409 | $37.6K | 0.03% | +409 | New |
| TFC Financial Management | 418 | $38.4K | 0.01% | −1,690−80.2% | Reduced |
| Perritt Capital Management Inc | 418 | $38.4K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 423 | $38.8K | 0.02% | +1+0.2% | Added |
| Anfield Capital Management, LLC | 430 | $39.5K | 0.01% | +325+309.5% | Added |
| NewSquare Capital LLC | 1,926 | $40.3K | 0.00% | +94+5.1% | Added |
| Access Investment Management LLC | 441 | $40.5K | 0.01% | +441 | New |
| Binnacle Investments Inc | 442 | $40.6K | 0.03% | +47+11.9% | Added |
| Cetera Trust Company, N.A | 450 | $41.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 450 | $41.4K | 0.01% | +2+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 453 | $41.6K | 0.00% | +48+11.9% | Added |
| Murphy & Mullick Capital Management Corp | 448 | $42.3K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 469 | $43.1K | 0.02% | −150−24.2% | Reduced |
| Strategic Investment Solutions, Inc. | 470 | $43.2K | 0.01% | −3−0.6% | Reduced |
| West Branch Capital LLC | 473 | $43.4K | 0.01% | −143−23.2% | Reduced |
| Sierra Ocean, LLC | 480 | $44.1K | 0.03% | +10+2.1% | Added |
| Stuart Chaussee & Associates, Inc. | 485 | $44.5K | 0.01% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 493 | $45.3K | 0.00% | −1,754−78.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 494 | $45.4K | 0.00% | +111+29.0% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $45.9K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $45.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $45.9K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 504 | $46.3K | 0.02% | +504 | New |
| Tanglewood Legacy Advisors, LLC | 508 | $46.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 519 | $47.7K | 0.00% | +17+3.4% | Added |
| WPG Advisers, LLC | 526 | $48.3K | 0.04% | −188−26.3% | Reduced |
| Reyes Financial Architecture, Inc. | 534 | $49.0K | 0.04% | +508+1,953.8% | Added |
| Fourth Dimension Wealth, LLC | 543 | $49.9K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 545 | $50.0K | 0.01% | −389−41.6% | Reduced |
| Missouri Trust & Investment Co | 545 | $50.0K | 0.02% | −40−6.8% | Reduced |
| Tompkins Financial Corp | 555 | $51.0K | 0.00% | −1,900−77.4% | Reduced |
| Capital Analysts, LLC | 556 | $51.0K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 566 | $52.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 569 | $52.3K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 573 | $52.6K | 0.03% | +36+6.7% | Added |
| Curat Global, LLC | 574 | $53.1K | 0.05% | +40+7.5% | Added |
| SOA Wealth Advisors, LLC. | 585 | $53.7K | 0.01% | +3+0.5% | Added |
| Richardson Financial Services Inc. | 592 | $54.6K | 0.04% | −147−19.9% | Reduced |
| Chung Wu Investment Group, LLC | 600 | $55.1K | 0.06% | +600 | New |
| Mount Yale Investment Advisors, LLC | 611 | $56.1K | 0.00% | +611 | New |
| Moisand Fitzgerald Tamayo, LLC | 617 | $56.7K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 622 | $57.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 628 | $57.7K | 0.00% | +94+17.6% | Added |
| Birchbrook, Inc. | 632 | $58.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $58.8K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 640 | $58.8K | 0.02% | +19+3.1% | Added |
| Winch Advisory Services, LLC | 658 | $60.4K | 0.01% | +5+0.8% | Added |
| Global Trust Asset Management, LLC | 663 | $60.9K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 665 | $61.0K | 0.06% | −223−25.1% | Reduced |
| Opal Wealth Advisors, LLC | 675 | $62.0K | 0.02% | +133+24.5% | Added |
| S&T Bank | 685 | $62.9K | 0.02% | +37+5.7% | Added |
| Hazlett, Burt & Watson, Inc. | 693 | $63.0K | 0.03% | −172−19.9% | Reduced |
| North Capital, Inc. | 690 | $63.4K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $65.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 730 | $67.0K | 0.00% | −511−41.2% | Reduced |
| Clear Street Markets LLC | 740 | $68.0K | 0.02% | +740 | New |
| Atticus Wealth Management, LLC | 750 | $68.9K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 751 | $69.0K | 0.02% | −147−16.4% | Reduced |
| Center for Financial Planning, Inc. | 754 | $69.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 765 | $70.0K | 0.04% | +18+2.4% | Added |
| Sawyer & Company, Inc | 742 | $71.0K | 0.03% | −1,097−59.7% | Reduced |
| Webster Bank, N. A. | 776 | $71.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 799 | $73.4K | 0.00% | −193−19.5% | Reduced |
| Flagship Wealth Advisors, LLC | 800 | $73.5K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 820 | $75.3K | 0.02% | +52+6.8% | Added |
| Kozak & Associates, Inc. | 838 | $77.0K | 0.02% | +7+0.8% | Added |
| Plato Investment Management Ltd | 876 | $80.1K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 874 | $80.3K | 0.08% | +16+1.9% | Added |
| Rossby Financial, LCC | 914 | $83.9K | 0.03% | +479+110.1% | Added |
| Olistico Wealth, LLC | 922 | $84.7K | 0.05% | +200+27.7% | Added |
| Kennebec Savings Bank | 930 | $85.4K | 0.08% | +373+67.0% | Added |
| LRI Investments, LLC | 935 | $85.9K | 0.01% | −69−6.9% | Reduced |
| Hemington Wealth Management | 947 | $86.0K | 0.01% | +9+1.0% | Added |
| Hopwood Financial Services, Inc. | 950 | $87.2K | 0.07% | 00.0% | Unchanged |