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 5 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 |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 2,610 | $239.0K | 0.07% | +10.0% | Added |
| Foster Group, Inc. | 2,605 | $239.2K | 0.01% | +40+1.6% | Added |
| Brian Low Financial Group, LLC | 2,609 | $239.6K | 0.22% | +2,609 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,616 | $240.2K | 0.08% | +304+13.1% | Added |
| Kestra Investment Management, LLC | 2,617 | $240.3K | 0.00% | +2,407+1,146.2% | Added |
| Nova R Wealth, Inc. | 2,618 | $240.4K | 0.11% | +2+0.1% | Added |
| Optas, LLC | 2,623 | $240.9K | 0.05% | +2,623 | New |
| Francis Financial, Inc. | 2,624 | $241.0K | 0.06% | +54+2.1% | Added |
| Alexander Labrunerie & Co., Inc. | 2,624 | $241.0K | 0.10% | +138+5.6% | Added |
| Braun-Bostich & Associates Inc. | 2,624 | $241.0K | 0.16% | +314+13.6% | Added |
| Hanlon Investment Management, Inc. | 2,628 | $241.3K | 0.17% | +22+0.8% | Added |
| ING Groep NV | 2,630 | $241.5K | 0.00% | +2,630 | New |
| Whittier Trust Co of Nevada Inc | 2,632 | $241.7K | 0.01% | −2−0.1% | Reduced |
| Keystone Financial Group, Inc. | 2,569 | $241.8K | 0.15% | +11+0.4% | Added |
| Saxony Capital Management, LLC | 2,633 | $241.8K | 0.19% | −274−9.4% | Reduced |
| Finer Wealth Management, Inc. | 2,634 | $241.9K | 0.13% | −174−6.2% | Reduced |
| ORG Partners LLC | 2,629 | $242.4K | 0.05% | +327+14.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $243.0K | 0.00% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 2,650 | $243.0K | 0.03% | −500−15.9% | Reduced |
| Alteri Wealth LLC | 2,655 | $243.8K | 0.09% | +78+3.0% | Added |
| Unified Investment Management | 2,658 | $244.0K | 0.26% | +2+0.1% | Added |
| Gateway Investment Advisers LLC | 2,659 | $244.2K | 0.00% | −247−8.5% | Reduced |
| Waterford Advisors, LLC | 351,703 | $245.3K | 0.09% | +349,032+13,067.5% | Added |
| PYA Waltman Capital, LLC | 2,676 | $245.7K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,684 | $246.5K | 0.03% | −208−7.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,685 | $246.6K | 0.12% | +205+8.3% | Added |
| Strategic Financial Services, Inc, | 2,689 | $246.9K | 0.01% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 2,685 | $247.0K | 0.00% | +2,685 | New |
| Crew Capital Management, Ltd. | 2,698 | $247.8K | 0.18% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $247.8K | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,698 | $247.8K | 0.06% | −679−20.1% | Reduced |
| Callahan Advisors, LLC | 2,700 | $247.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,710 | $248.9K | 0.04% | +188+7.5% | Added |
| Pavion Blue Capital, LLC | 2,715 | $249.3K | 0.11% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,721 | $249.9K | 0.12% | +283+11.6% | Added |
| Maripau Wealth Management LLC | 2,722 | $250.0K | 0.13% | +52+1.9% | Added |
| Rodgers & Associates, LTD | 2,728 | $250.5K | 0.03% | +23+0.9% | Added |
| Legacy Edge Advisors, LLC | 2,729 | $250.6K | 0.03% | +15+0.6% | Added |
| Northwest Bancshares, Inc. | 2,756 | $253.1K | 0.04% | −111−3.9% | Reduced |
| Liberty Capital Management, Inc. | 2,756 | $253.1K | 0.05% | +314+12.9% | Added |
| Continuum Advisory, LLC | 2,763 | $253.7K | 0.03% | −143−4.9% | Reduced |
| Boyar Asset Management Inc. | 2,765 | $253.9K | 0.17% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,770 | $254.4K | 0.02% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 2,773 | $254.6K | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,778 | $255.1K | 0.00% | −50−1.8% | Reduced |
| Evanson Asset Management, LLC | 2,779 | $255.2K | 0.02% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 2,783 | $255.6K | 0.16% | +454+19.5% | Added |
| Gradient Investments LLC | 2,785 | $255.7K | 0.00% | +60+2.2% | Added |
| LaSalle St. Investment Advisors, LLC | 2,794 | $256.0K | 0.07% | −13−0.5% | Reduced |
| Searcy Financial Services Inc | 2,794 | $256.6K | 0.10% | −224−7.4% | Reduced |
| V. M. Manning & Co., Inc. | 2,780 | $256.6K | 0.28% | +2,780 | New |
| Cultivar Capital, Inc. | 2,795 | $256.7K | 0.19% | +2,795 | New |
| Optimize Financial Inc | 2,796 | $256.8K | 0.16% | −20−0.7% | Reduced |
| CRA Financial Services, LLC | 2,797 | $256.8K | 0.04% | −202−6.7% | Reduced |
| Peoples Bank | 2,800 | $257.1K | 0.17% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,808 | $257.9K | 0.14% | +60+2.2% | Added |
| E Fund Management Co., Ltd. | 2,812 | $258.2K | 0.01% | −5−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,819 | $258.8K | 0.07% | −202−6.7% | Reduced |
| Haven Capital Group, Inc. | 2,825 | $259.0K | 0.23% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,822 | $259.1K | 0.05% | −121−4.1% | Reduced |
| MBE Wealth Management, LLC | 2,829 | $259.8K | 0.11% | +2+0.1% | Added |
| Argus Investors' Counsel, Inc. | 2,833 | $260.2K | 0.18% | −216−7.1% | Reduced |
| Beacon Financial Advisory LLC | 2,838 | $260.6K | 0.07% | +2,838 | New |
| Ardent Capital Management, Inc. | 2,842 | $261.0K | 0.13% | −140−4.7% | Reduced |
| Nordwand Advisors, LLC | 2,850 | $261.7K | 0.04% | +2,850 | New |
| Chelsea Counsel Co | 2,855 | $262.2K | 0.13% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2,861 | $262.7K | 0.20% | +47+1.7% | Added |
| KLCM Advisors, Inc. | 2,862 | $262.8K | 0.03% | +154+5.7% | Added |
| Cannon Wealth Management Services, LLC | 2,864 | $263.0K | 0.21% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,874 | $263.9K | 0.06% | +2,874 | New |
| Forefront Wealth Management Inc. | 2,874 | $263.9K | 0.21% | +2+0.1% | Added |
| Onefund, LLC | 2,873 | $264.0K | 0.19% | −23−0.8% | Reduced |
| N.E.W. Advisory Services LLC | 2,877 | $264.2K | 0.03% | +3+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,878 | $264.3K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,879 | $264.4K | 0.09% | +125+4.5% | Added |
| Councilmark Asset Management, LLC | 2,883 | $264.7K | 0.17% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 2,888 | $265.2K | 0.20% | +9+0.3% | Added |
| Ledgewood Wealth Advisors, LLC | 2,892 | $265.5K | 0.17% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,895 | $265.8K | 0.20% | −389−11.8% | Reduced |
| FSA Wealth Management LLC | 2,900 | $266.3K | 0.10% | +88+3.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,908 | $267.0K | 0.09% | +328+12.7% | Added |
| Dover Advisors, LLC | 2,911 | $267.3K | 0.12% | −240−7.6% | Reduced |
| Berkshire Bank | 2,915 | $267.7K | 0.06% | −203−6.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,915 | $267.7K | 0.04% | −3−0.1% | Reduced |
| Jacobsen Capital Management | 2,916 | $267.8K | 0.10% | +448+18.2% | Added |
| Harvey Investment Co LLC | 2,926 | $269.0K | 0.03% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,936 | $269.6K | 0.09% | +12+0.4% | Added |
| Glass Wealth Management Co LLC | 2,940 | $270.0K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,942 | $270.2K | 0.03% | +316+12.0% | Added |
| Beck Mack & Oliver LLC | 2,950 | $270.9K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,954 | $271.3K | 0.04% | −63−2.1% | Reduced |
| North Star Asset Management Inc | 2,957 | $271.5K | 0.01% | +131+4.6% | Added |
| Athena Investment Management | 2,958 | $271.6K | 0.15% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,961 | $271.9K | 0.18% | −39−1.3% | Reduced |
| Lazari Capital Management, Inc. | 2,962 | $272.0K | 0.10% | +12+0.4% | Added |
| Luts & Greenleigh Group, Inc | 2,979 | $273.5K | 0.26% | +3+0.1% | Added |
| Davis R M Inc | 2,982 | $273.8K | 0.01% | −42−1.4% | Reduced |
| USAdvisors Wealth Management, LLC | 2,989 | $274.0K | 0.10% | −338−10.2% | Reduced |
| Westside Investment Management, Inc. | 2,984 | $274.2K | 0.05% | +302+11.3% | Added |
| Gerber, LLC | 2,989 | $274.5K | 0.19% | +5+0.2% | Added |