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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 2,256 | $207.2K | 0.03% | −175−7.2% | Reduced |
| Advance Capital Management, Inc. | 2,257 | $207.3K | 0.01% | −232−9.3% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,260 | $207.5K | 0.09% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,261 | $207.6K | 0.03% | +2,261 | New |
| Founders Financial Securities LLC | 2,267 | $208.2K | 0.02% | +53+2.4% | Added |
| Greenfield Seitz Capital Management, LLC | 2,270 | $208.5K | 0.07% | −69−2.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,270 | $208.5K | 0.07% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,274 | $208.8K | 0.10% | +88+4.0% | Added |
| Crowley Wealth Management, Inc. | 2,280 | $209.4K | 0.19% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,280 | $209.4K | 0.02% | +68+3.1% | Added |
| Hardin Capital Partners, LLC | 2,271 | $209.6K | 0.12% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,293 | $209.9K | 0.14% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 2,298 | $211.0K | 0.11% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,299 | $211.1K | 0.01% | +32+1.4% | Added |
| Tudor Financial Inc. | 2,299 | $211.1K | 0.12% | +100+4.5% | Added |
| AllGen Financial Advisors, Inc. | 2,300 | $211.2K | 0.06% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,305 | $211.7K | 0.15% | −2,889−55.6% | Reduced |
| Parthenon LLC | 2,307 | $211.9K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,311 | $212.2K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,315 | $213.0K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,326 | $213.6K | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,325 | $214.0K | 0.09% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 2,333 | $214.3K | 0.05% | +2,333 | New |
| Heartland Bank & Trust Co | 2,340 | $214.9K | 0.10% | −1,057−31.1% | Reduced |
| AGH Wealth Advisors, LLC | 2,346 | $215.4K | 0.18% | +101+4.5% | Added |
| Accel Wealth Management | 2,347 | $215.6K | 0.07% | +40+1.7% | Added |
| Wealth Architects, LLC | 2,348 | $215.6K | 0.02% | −31−1.3% | Reduced |
| First Financial Bank - Trust Division | 2,351 | $215.9K | 0.02% | −113−4.6% | Reduced |
| Axecap Investments, LLC | 2,358 | $216.5K | 0.14% | −68−2.8% | Reduced |
| William B. Walkup & Associates, Inc. | 2,358 | $216.5K | 0.13% | 00.0% | Unchanged |
| Bank of Stockton | 2,370 | $217.6K | 0.06% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,374 | $218.0K | 0.06% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,378 | $218.4K | 0.03% | −120−4.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,379 | $218.4K | 0.06% | −16−0.7% | Reduced |
| Greenfield Savings Bank | 2,381 | $218.6K | 0.10% | −120−4.8% | Reduced |
| Partners in Financial Planning | 2,386 | $219.1K | 0.04% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 2,388 | $219.3K | 0.08% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,390 | $219.5K | 0.05% | −3−0.1% | Reduced |
| Essex Investment Management Co LLC | 2,391 | $219.6K | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 2,400 | $220.4K | 0.02% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,400 | $220.4K | 0.07% | +2,400 | New |
| Forbes Financial Planning, Inc. | 2,404 | $220.8K | 0.15% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $220.9K | 0.05% | 00.0% | Unchanged |
| Tevis Investment Management | 2,413 | $221.6K | 0.14% | +2,413 | New |
| MCF Advisors LLC | 2,414 | $221.7K | 0.01% | +560+30.2% | Added |
| Client First Capital LLC | 2,418 | $222.0K | 0.10% | +2,418 | New |
| Live Oak Investment Partners | 2,422 | $222.4K | 0.17% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,428 | $223.0K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,435 | $223.6K | 0.05% | +2,435 | New |
| Revolve Wealth Partners, LLC | 2,439 | $224.0K | 0.03% | −119−4.7% | Reduced |
| Sunpointe, LLC | 2,448 | $224.8K | 0.09% | −370−13.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 2,449 | $224.9K | 0.07% | −15−0.6% | Reduced |
| Aldebaran Financial Inc. | 2,450 | $225.0K | 0.25% | 00.0% | Unchanged |
| NBW Capital LLC | 2,452 | $225.2K | 0.05% | −165−6.3% | Reduced |
| Fiduciary Planning LLC | 2,453 | $225.3K | 0.07% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,460 | $225.9K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,461 | $226.0K | 0.07% | −430−14.9% | Reduced |
| Sherbrooke Park Advisers LLC | 2,467 | $226.5K | 0.10% | −7,363−74.9% | Reduced |
| R.H. Investment Group, LLC | 2,467 | $226.5K | 0.21% | +67+2.8% | Added |
| Acropolis Investment Management, LLC | 2,471 | $226.9K | 0.01% | +702+39.7% | Added |
| Forbes J M & Co LLP | 2,472 | $227.0K | 0.02% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 2,474 | $227.2K | 0.06% | 00.0% | Unchanged |
| Santori & Peters | 2,474 | $227.2K | 0.08% | +7+0.3% | Added |
| Byrne Financial Freedom, LLC | 2,484 | $228.1K | 0.11% | −212−7.9% | Reduced |
| Whalen Wealth Management Inc. | 2,486 | $228.3K | 0.14% | +21+0.9% | Added |
| Traveka Wealth, LLC | 2,489 | $228.6K | 0.12% | −49−1.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,490 | $228.7K | 0.04% | −150−5.7% | Reduced |
| Fayez Sarofim & Co | 2,500 | $229.6K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $229.6K | 0.14% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $229.6K | 0.18% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 2,502 | $229.8K | 0.09% | +6+0.2% | Added |
| Opinicus Capital, Inc. | 2,502 | $229.8K | 0.17% | +21+0.8% | Added |
| Per Stirling Capital Management, LLC. | 2,519 | $231.3K | 0.03% | +17+0.7% | Added |
| Indiana Trust & Investment Management CO | 2,525 | $231.9K | 0.08% | +465+22.6% | Added |
| Ferguson Wellman Capital Management, Inc | 2,535 | $232.8K | 0.00% | −2,300−47.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,542 | $233.4K | 0.15% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 2,545 | $233.7K | 0.16% | +193+8.2% | Added |
| Horan Securities, Inc. | 2,546 | $233.8K | 0.08% | +2+0.1% | Added |
| PFG Advisors | 2,549 | $234.0K | 0.01% | +2,549 | New |
| LMCG Investments, LLC | 2,550 | $234.2K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,551 | $234.3K | 0.04% | +159+6.6% | Added |
| Floyd Financial Group LLC | 2,567 | $234.9K | 0.22% | +160+6.6% | Added |
| Mayflower Financial Advisors, LLC | 2,559 | $235.0K | 0.03% | −7−0.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,565 | $235.5K | 0.02% | −9−0.3% | Reduced |
| Simon Quick Advisors, LLC | 2,567 | $235.7K | 0.01% | −4,113−61.6% | Reduced |
| Longboard Asset Management, LP | 2,573 | $236.3K | 0.59% | 00.0% | Unchanged |
| First Manhattan Co | 2,576 | $236.6K | 0.00% | −74−2.8% | Reduced |
| Kathmere Capital Management, LLC | 2,579 | $236.8K | 0.02% | +361+16.3% | Added |
| Delta Investment Management, LLC | 2,579 | $236.9K | 0.05% | +113+4.6% | Added |
| Traphagen Investment Advisors LLC | 2,580 | $236.9K | 0.02% | +4+0.2% | Added |
| Tiemann Investment Advisors, LLC | 2,580 | $236.9K | 0.10% | +285+12.4% | Added |
| Samalin Investment Counsel, LLC | 2,580 | $237.0K | 0.09% | +7+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,588 | $237.6K | 0.01% | −23−0.9% | Reduced |
| WealthShield Partners, LLC | 2,589 | $237.7K | 0.03% | +129+5.2% | Added |
| Colonial River Wealth Management, LLC | 2,553 | $238.1K | 0.10% | −59−2.3% | Reduced |
| Laffer Tengler Investments | 2,600 | $238.8K | 0.04% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,600 | $238.8K | 0.10% | −305−10.5% | Reduced |
| Barlow Wealth Partners, Inc. | 2,620 | $238.8K | 0.03% | −33−1.2% | Reduced |
| VSM Wealth Advisory, LLC | 2,602 | $238.9K | 0.08% | −947−26.7% | Reduced |
| Chickasaw Capital Management LLC | 2,600 | $239.0K | 0.01% | −52−2.0% | Reduced |