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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 971 | $89.0K | 0.00% | +124+14.6% | Added |
| American Capital Advisory, LLC | 974 | $89.4K | 0.04% | +15+1.6% | Added |
| DAGCO, Inc. | 1,000 | $91.8K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,028 | $94.4K | 0.07% | +8+0.8% | Added |
| Bellevue Asset Management, LLC | 1,063 | $97.7K | 0.05% | +7+0.7% | Added |
| Vision Financial Markets LLC | 1,068 | $98.1K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,069 | $98.2K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,074 | $98.6K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,087 | $99.8K | 0.02% | +1,087 | New |
| Stone House Investment Management, LLC | 1,097 | $100.7K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,111 | $102.1K | 0.01% | −188−14.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,116 | $102.5K | 0.08% | −36−3.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 1,129 | $103.7K | 0.07% | +144+14.6% | Added |
| Quest 10 Wealth Builders, Inc. | 1,129 | $103.7K | 0.10% | −3−0.3% | Reduced |
| Ossiam | 1,134 | $104.1K | 0.00% | −4,836−81.0% | Reduced |
| Ostrum Asset Management | 1,150 | $105.6K | 0.00% | −34−2.9% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $106.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,163 | $106.8K | 0.02% | −34−2.8% | Reduced |
| Puff Wealth Management, LLC | 1,179 | $108.2K | 0.18% | −122−9.4% | Reduced |
| Hughes Financial Services, LLC | 1,151 | $109.0K | 0.02% | +11+1.0% | Added |
| PrairieView Partners, LLC | 1,200 | $110.0K | 0.01% | −147−10.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $110.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,186 | $111.4K | 0.04% | +1,186 | New |
| Raiffeisen Bank International AG | 1,226 | $111.9K | 0.00% | −680−35.7% | Reduced |
| JNBA Financial Advisors | 1,262 | $115.9K | 0.01% | +825+188.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $116.6K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $116.9K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,310 | $120.3K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,327 | $121.9K | 0.01% | +181+15.8% | Added |
| Millstone Evans Group, LLC | 1,357 | $124.6K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,360 | $124.9K | 0.00% | −746−35.4% | Reduced |
| Slocum, Gordon & Co LLP | 1,381 | $126.8K | 0.10% | −70−4.8% | Reduced |
| Toth Financial Advisory Corp | 1,381 | $126.9K | 0.01% | −195−12.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,450 | $133.2K | 0.03% | +1,100+314.3% | Added |
| Barrett & Company, Inc. | 1,486 | $136.5K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,490 | $136.8K | 0.07% | +40+2.8% | Added |
| Acima Private Wealth, LLC | 1,500 | $137.7K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,501 | $137.8K | 0.02% | +22+1.5% | Added |
| Whittier Trust Co | 1,503 | $138.0K | 0.00% | +312+26.2% | Added |
| Community Bank, N.A. | 1,550 | $142.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,564 | $143.0K | 0.02% | +436+38.7% | Added |
| Deseret Mutual Benefit Administrators | 1,558 | $143.1K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,601 | $147.0K | 0.01% | −798−33.3% | Reduced |
| MV Capital Management, Inc. | 1,653 | $151.8K | 0.02% | −13−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,692 | $155.4K | 0.01% | −55−3.1% | Reduced |
| Medallion Wealth Advisors, LLC | 1,703 | $156.5K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,708 | $156.8K | 0.08% | +120+7.6% | Added |
| RMG Wealth Management LLC | 1,672 | $157.2K | 0.02% | +1,672 | New |
| Silvant Capital Management LLC | 1,727 | $158.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,743 | $160.0K | 0.04% | +777+80.4% | Added |
| Proathlete Wealth Management LLC | 1,773 | $162.9K | 0.05% | +10+0.6% | Added |
| Capital Advisors, Ltd. LLC | 1,850 | $170.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,858 | $170.6K | 0.06% | +718+63.0% | Added |
| Ransom Advisory, Ltd | 1,866 | $171.4K | 0.08% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,875 | $172.2K | 0.07% | −40−2.1% | Reduced |
| Creative Financial Designs Inc | 1,888 | $173.4K | 0.01% | −474−20.1% | Reduced |
| Bogart Wealth, LLC | 1,918 | $176.1K | 0.01% | +260+15.7% | Added |
| Clear Investment Research, LLC | 1,917 | $176.1K | 0.22% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,981 | $181.9K | 0.01% | +1,966+13,106.7% | Added |
| Tower Trust & Investment Co | 2,006 | $184.2K | 0.13% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,026 | $186.1K | 0.02% | +547+37.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,048 | $188.1K | 0.07% | +16+0.8% | Added |
| Salomon & Ludwin, LLC | 2,075 | $189.1K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,061 | $189.3K | 0.04% | +25+1.2% | Added |
| Hager Investment Management Services, LLC | 2,089 | $191.8K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,095 | $192.4K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,129 | $195.5K | 0.03% | −10.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $197.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,111 | $199.3K | 0.04% | −391−15.6% | Reduced |
| Presper Financial Architects, LLC | 2,177 | $200.0K | 0.15% | +2,177 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,179 | $200.1K | 0.06% | +2,179 | New |
| Commonwealth Financial Services, LLC | 2,181 | $200.3K | 0.04% | 00.0% | Unchanged |
| Copia Wealth Management | 2,195 | $201.5K | 0.17% | +14+0.6% | Added |
| Sanders Morris Harris LLC | 2,200 | $202.0K | 0.05% | −40−1.8% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $202.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $202.0K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,200 | $202.0K | 0.04% | 00.0% | Unchanged |
| Advent Capital Management | 2,200 | $202.0K | 0.00% | +2,200 | New |
| Manchester Capital Management LLC | 2,200 | $202.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,201 | $202.1K | 0.02% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,201 | $202.1K | 0.09% | +2,201 | New |
| Muirfield Wealth Advisors LLC | 2,204 | $202.4K | 0.16% | −116−5.0% | Reduced |
| Sterling Wealth Management, Inc. | 2,206 | $202.6K | 0.07% | +2,206 | New |
| Interactive Financial Advisors | 2,208 | $202.8K | 0.10% | 00.0% | Unchanged |
| Mason & Associates Inc | 2,211 | $203.0K | 0.05% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 2,200 | $203.1K | 0.08% | 00.0% | Unchanged |
| MBA Advisors LLC | 2,213 | $203.2K | 0.09% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,214 | $203.3K | 0.02% | −28−1.2% | Reduced |
| ASB Consultores, LLC | 2,217 | $203.6K | 0.14% | +2,217 | New |
| Quest Investment Management LLC | 2,220 | $203.9K | 0.02% | +2,220 | New |
| Howland Capital Management LLC | 2,222 | $204.0K | 0.01% | +2,222 | New |
| Parkside Advisors LLC | 2,228 | $204.6K | 0.04% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 2,245 | $206.2K | 0.03% | +2,245 | New |
| Northeast Investment Management | 2,247 | $206.3K | 0.01% | 00.0% | Unchanged |
| Emprise Bank | 2,248 | $206.4K | 0.10% | 00.0% | Unchanged |
| Private Management Group Inc | 2,248 | $206.4K | 0.01% | +2,248 | New |
| BXM Wealth LLC | 2,250 | $206.6K | 0.25% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,250 | $206.6K | 0.05% | +2,250 | New |
| CVA Family Office, LLC | 2,253 | $206.9K | 0.03% | −83−3.6% | Reduced |
| Atlas Private Wealth Advisors | 2,255 | $207.1K | 0.03% | +2,255 | New |