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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 118,980 | $10.9M | 0.81% | +3,123+2.7% | Added |
| RWC Asset Management LLP | 120,024 | $11.0M | 0.58% | −375−0.3% | Reduced |
| Signature Wealth Management Group | 121,009 | $11.1M | 4.38% | −651−0.5% | Reduced |
| RFG Advisory, LLC | 121,479 | $11.2M | 0.26% | +12,491+11.5% | Added |
| Pinnacle Associates Ltd | 122,058 | $11.2M | 0.16% | −5,202−4.1% | Reduced |
| Fisher Asset Management, LLC | 122,408 | $11.2M | 0.00% | +6,129+5.3% | Added |
| State of Alaska, Department of Revenue | 123,339 | $11.3M | 0.12% | −5,055−3.9% | Reduced |
| Independent Advisor Alliance | 124,108 | $11.4M | 0.33% | −2,052−1.6% | Reduced |
| Cullinan Associates Inc | 125,152 | $11.5M | 0.76% | +9,543+8.3% | Added |
| CIBC World Markets Inc. | 125,486 | $11.5M | 0.03% | +34,150+37.4% | Added |
| Brookstone Capital Management | 125,556 | $11.5M | 0.15% | +18,677+17.5% | Added |
| QRG Capital Management, Inc. | 125,776 | $11.6M | 0.10% | −11,398−8.3% | Reduced |
| Mutual of America Capital Management LLC | 126,020 | $11.6M | 0.12% | −1,379−1.1% | Reduced |
| Keybank National Association | 127,022 | $11.7M | 0.04% | −584−0.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 127,036 | $11.7M | 1.67% | −816−0.6% | Reduced |
| Advisory Services Network, LLC | 123,591 | $11.7M | 0.19% | +3,366+2.8% | Added |
| Pinnacle Financial Partners Inc | 127,910 | $11.7M | 0.25% | +2,419+1.9% | Added |
| Arkadios Wealth Advisors | 129,466 | $11.9M | 0.36% | +12,388+10.6% | Added |
| Verity & Verity, LLC | 131,018 | $12.0M | 1.03% | −1,718−1.3% | Reduced |
| Pathstone Holdings, LLC | 133,538 | $12.3M | 0.05% | −933−0.7% | Reduced |
| Royal London Asset Management Ltd | 133,597 | $12.3M | 0.03% | −4,265−3.1% | Reduced |
| Bank of Nova Scotia | 134,197 | $12.3M | 0.03% | +7,769+6.1% | Added |
| Alerus Financial NA | 135,782 | $12.5M | 0.90% | +1,891+1.4% | Added |
| Klingenstein Fields & Co LP | 136,141 | $12.5M | 0.49% | −3,243−2.3% | Reduced |
| Nissay Asset Management Corp | 136,800 | $12.6M | 0.07% | +1,131+0.8% | Added |
| CIBC World Markets Corp | 138,210 | $12.7M | 0.08% | +6,049+4.6% | Added |
| Biondo Investment Advisors, LLC | 138,499 | $12.7M | 1.68% | +1,633+1.2% | Added |
| Capital & Planning, LLC | 139,178 | $12.8M | 8.68% | +2,182+1.6% | Added |
| CIBC Private Wealth Group, LLC | 139,372 | $12.8M | 0.02% | −2,444−1.7% | Reduced |
| Dakota Wealth Management | 140,307 | $12.9M | 0.27% | −74−0.1% | Reduced |
| Jones Financial Companies LLLP | 142,324 | $12.9M | 0.01% | +19,381+15.8% | Added |
| Vestcor Inc | 142,453 | $13.1M | 0.40% | +5,935+4.3% | Added |
| Public Employees Retirement Association of Colorado | 143,521 | $13.2M | 0.05% | −2,952−2.0% | Reduced |
| Squarepoint Ops LLC | 144,105 | $13.2M | 0.03% | −70,280−32.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 144,094 | $13.2M | 0.10% | +20,356+16.5% | Added |
| CCM Investment Advisers LLC | 145,040 | $13.3M | 1.43% | +1,962+1.4% | Added |
| Man Group plc | 146,298 | $13.4M | 0.03% | −202,200−58.0% | Reduced |
| New York Life Investment Management LLC | 149,620 | $13.7M | 0.13% | +3,233+2.2% | Added |
| Benjamin Edwards Inc | 150,078 | $13.8M | 0.18% | −354−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 150,212 | $13.8M | 0.49% | −763−0.5% | Reduced |
| JustInvest LLC | 152,861 | $14.0M | 0.16% | +29,907+24.3% | Added |
| Nisa Investment Advisors, LLC | 154,413 | $14.2M | 0.06% | +2,629+1.7% | Added |
| Moody Lynn & Lieberson, LLC | 154,550 | $14.2M | 0.82% | +6,822+4.6% | Added |
| M&T Bank Corp | 156,555 | $14.4M | 0.05% | +3,332+2.2% | Added |
| Waycross Partners, LLC | 158,554 | $14.6M | 1.37% | +158,554 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 158,859 | $14.6M | 0.13% | +4,031+2.6% | Added |
| Yousif Capital Management, LLC | 159,188 | $14.6M | 0.16% | −269−0.2% | Reduced |
| Shelton Capital Management | 161,618 | $14.8M | 0.34% | +141,430+700.6% | Added |
| Commerce Bank | 161,683 | $14.8M | 0.09% | −750.0% | Reduced |
| HB Wealth Management, LLC | 162,606 | $14.9M | 0.12% | −14,324−8.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 164,468 | $15.1M | 0.42% | −8,117−4.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 164,956 | $15.1M | 0.03% | +22,371+15.7% | Added |
| Wealthfront Advisers LLC | 165,089 | $15.2M | 0.04% | +6,584+4.2% | Added |
| Daiwa Securities Group Inc. | 166,660 | $15.3M | 0.06% | +9,397+6.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 167,496 | $15.4M | 0.14% | +23,861+16.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 167,593 | $15.4M | 0.14% | +7,935+5.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 167,698 | $15.4M | 0.05% | +18,448+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 168,746 | $15.5M | 0.12% | +10,336+6.5% | Added |
| British Columbia Investment Management Corp | 172,591 | $15.8M | 0.09% | −36,948−17.6% | Reduced |
| Davidson Investment Advisors | 173,413 | $15.9M | 0.72% | +1,905+1.1% | Added |
| Xponance, Inc. | 173,817 | $16.0M | 0.13% | +16,834+10.7% | Added |
| Susquehanna International Group, LLP | 174,085 | $16.0M | 0.02% | +91,098+109.8% | Added |
| USS Investment Management Ltd | 175,403 | $16.1M | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 178,783 | $16.4M | 0.08% | +10,805+6.4% | Added |
| Greenland Capital Management LP | 179,428 | $16.5M | 2.12% | +39,818+28.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 180,809 | $16.6M | 0.04% | +4,977+2.8% | Added |
| Utah Retirement Systems | 180,920 | $16.6M | 0.17% | −752−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 184,531 | $16.7M | 0.03% | +5,067+2.8% | Added |
| Nichols & Pratt Advisers LLP | 186,110 | $17.1M | 1.15% | +1,343+0.7% | Added |
| CWA Asset Management Group, LLC | 188,458 | $17.3M | 0.73% | −3,653−1.9% | Reduced |
| Tiaa Trust, National Association | 190,967 | $17.5M | 0.05% | −35,391−15.6% | Reduced |
| Leavell Investment Management, Inc. | 191,572 | $17.6M | 0.79% | +6,623+3.6% | Added |
| Quantinno Capital Management LP | 201,876 | $18.5M | 0.08% | +50,450+33.3% | Added |
| Foundations Investment Advisors, LLC | 203,309 | $18.7M | 0.29% | +39,186+23.9% | Added |
| Carnegie Capital Asset Management, LLC | 204,567 | $18.8M | 0.38% | +12,314+6.4% | Added |
| Calamos Advisors LLC | 204,839 | $18.8M | 0.08% | +290+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 208,137 | $19.1M | 0.59% | −6,175−2.9% | Reduced |
| GWM Advisors LLC | 208,388 | $19.1M | 0.10% | −2,942−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 213,251 | $19.6M | 0.01% | +18,394+9.4% | Added |
| ProShare Advisors LLC | 213,898 | $19.6M | 0.04% | +19,661+10.1% | Added |
| Savant Capital, LLC | 214,930 | $19.7M | 0.14% | +4,739+2.3% | Added |
| Lockheed Martin Investment Management Co | 215,850 | $19.8M | 0.72% | +63,930+42.1% | Added |
| Hudson Bay Capital Management LP | 216,777 | $19.9M | 0.13% | −24,901−10.3% | Reduced |
| Amalgamated Bank | 216,793 | $19.9M | 0.15% | +260.0% | Added |
| DDD Partners, LLC | 219,704 | $20.2M | 2.16% | −31,878−12.7% | Reduced |
| Richard C. Young & CO., LTD. | 225,165 | $20.7M | 2.04% | +2,115+0.9% | Added |
| Calamos Wealth Management LLC | 225,667 | $20.7M | 0.88% | +3,590+1.6% | Added |
| Midwest Trust Co | 225,772 | $20.7M | 0.29% | +225,772 | New |
| UBS Oconnor LLC | 226,135 | $20.8M | 0.57% | +16,435+7.8% | Added |
| Public Sector Pension Investment Board | 226,162 | $20.8M | 0.09% | −66,781−22.8% | Reduced |
| Warren Averett Asset Management, LLC | 226,234 | $20.8M | 0.23% | +1,197+0.5% | Added |
| Cerity Partners LLC | 227,531 | $20.9M | 0.04% | −1,071−0.5% | Reduced |
| iA Global Asset Management Inc. | 227,902 | $20.9M | 0.31% | +9,154+4.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 228,000 | $20.9M | 0.17% | +18,000+8.6% | Added |
| CI Private Wealth, LLC | 228,088 | $20.9M | 0.03% | +28,898+14.5% | Added |
| Rockefeller Capital Management L.P. | 229,180 | $21.0M | 0.05% | +15,060+7.0% | Added |
| Fukoku Mutual Life Insurance Co | 230,788 | $21.2M | 1.35% | −894−0.4% | Reduced |
| Regions Financial Corp | 232,068 | $21.3M | 0.15% | +15,927+7.4% | Added |
| Becker Capital Management Inc | 234,052 | $21.5M | 0.67% | +11,734+5.3% | Added |
| Retirement Systems of Alabama | 235,837 | $21.7M | 0.08% | +387+0.2% | Added |