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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 2,990 | $274.6K | 0.13% | +11+0.4% | Added |
| First Financial Bankshares Inc | 2,993 | $274.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,997 | $275.2K | 0.05% | +412+15.9% | Added |
| Peak Retirement Planning, Inc. | 2,998 | $275.3K | 0.11% | +40+1.4% | Added |
| Anchor Capital Advisors LLC | 3,000 | $275.5K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $275.5K | 0.19% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,000 | $275.5K | 0.19% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 3,000 | $275.5K | 0.01% | +3,000 | New |
| KKM Financial LLC | 3,001 | $275.6K | 0.10% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,002 | $275.7K | 0.13% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 2,910 | $275.8K | 0.19% | +2,910 | New |
| Nalls Sherbakoff Group, LLC | 3,013 | $276.7K | 0.20% | −344−10.2% | Reduced |
| Berry Wealth Group, LP | 3,016 | $276.9K | 0.19% | +50+1.7% | Added |
| Grandview Asset Management LLC | 3,013 | $277.0K | 0.09% | +5+0.2% | Added |
| Maia Wealth LLC | 3,022 | $277.6K | 0.05% | +3,022 | New |
| Rossmore Private Capital | 3,024 | $277.7K | 0.03% | −140−4.4% | Reduced |
| MBB Public Markets I LLC | 3,027 | $278.0K | 0.03% | −663−18.0% | Reduced |
| BCS Private Wealth Management, Inc. | 3,030 | $278.0K | 0.10% | +3,030 | New |
| Financial Partners Group, LLC | 3,037 | $278.9K | 0.10% | −2,677−46.8% | Reduced |
| Joel Isaacson & Co., LLC | 3,042 | $279.4K | 0.01% | +14+0.5% | Added |
| Barnett & Company, Inc. | 3,058 | $280.9K | 0.22% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,060 | $281.0K | 0.01% | −156−4.9% | Reduced |
| Peak Asset Management, LLC | 3,060 | $281.0K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 3,084 | $283.2K | 0.04% | +320+11.6% | Added |
| Philip James Wealth Mangement, LLC | 3,096 | $284.3K | 0.04% | −324−9.5% | Reduced |
| Colonial Trust Co | 3,098 | $284.5K | 0.04% | −5−0.2% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $285.0K | 0.16% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,107 | $285.3K | 0.01% | +17+0.6% | Added |
| Kaydan Wealth Management, Inc. | 3,111 | $285.7K | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,111 | $285.7K | 0.04% | −33−1.0% | Reduced |
| Capital Planning Advisors, LLC | 3,112 | $285.8K | 0.04% | +8+0.3% | Added |
| AMG National Trust Bank | 3,112 | $285.9K | 0.01% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 3,120 | $286.5K | 0.04% | +251+8.7% | Added |
| Brookwood Investment Group LLC | 3,123 | $286.8K | 0.05% | +8+0.3% | Added |
| Aurdan Capital Management, LLC | 3,139 | $288.3K | 0.10% | 00.0% | Unchanged |
| First American Trust, FSB | 3,141 | $288.5K | 0.02% | −377−10.7% | Reduced |
| Prospect Financial Services LLC | 3,145 | $288.8K | 0.18% | +96+3.1% | Added |
| PFC Capital Group, Inc. | 3,150 | $289.0K | 0.13% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,150 | $289.3K | 0.07% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,156 | $289.8K | 0.16% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,159 | $290.1K | 0.05% | +44+1.4% | Added |
| Wela Strategies, Inc. | 3,162 | $290.3K | 0.11% | +2+0.1% | Added |
| Davis Investment Partners, LLC | 3,153 | $291.0K | 0.10% | −2,137−40.4% | Reduced |
| Ironsides Asset Advisors, LLC | 3,171 | $291.2K | 0.08% | +141+4.7% | Added |
| Baron Wealth Management LLC | 3,174 | $291.5K | 0.10% | +386+13.8% | Added |
| Holos Integrated Wealth LLC | 3,091 | $292.7K | 0.18% | +561+22.2% | Added |
| Coastline Trust Co | 3,188 | $292.8K | 0.03% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,194 | $293.3K | 0.19% | +13+0.4% | Added |
| Zhang Financial LLC | 3,195 | $293.4K | 0.01% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,196 | $293.5K | 0.12% | +2+0.1% | Added |
| Sivia Capital Partners, LLC | 3,198 | $293.7K | 0.10% | −77−2.4% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $293.9K | 0.04% | 00.0% | Unchanged |
| Intellus Advisors LLC | 3,225 | $296.2K | 0.04% | +323+11.1% | Added |
| Worth Asset Management, LLC | 3,228 | $296.4K | 0.15% | +100+3.2% | Added |
| Quadrant Private Wealth Management, LLC | 3,231 | $296.7K | 0.06% | +60+1.9% | Added |
| Neville Rodie & Shaw Inc | 3,245 | $298.0K | 0.02% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 3,246 | $298.1K | 0.24% | −1,219−27.3% | Reduced |
| Insight Advisors, LLC | 3,247 | $298.2K | 0.05% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 3,248 | $298.3K | 0.01% | +3,248 | New |
| Petros Family Wealth, LLC | 3,253 | $298.7K | 0.27% | +14+0.4% | Added |
| May Hill Capital, LLC | 3,255 | $298.9K | 0.10% | +118+3.8% | Added |
| Strathmore Capital Advisors, Inc. | 3,255 | $299.3K | 0.13% | +3,255 | New |
| Sittner & Nelson, LLC | 3,261 | $299.5K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,265 | $299.8K | 0.06% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 3,265 | $300.0K | 0.10% | +3,265 | New |
| Pure Portfolios Holdings LLC | 3,274 | $300.6K | 0.10% | +160+5.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $300.7K | 0.37% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,276 | $300.8K | 0.01% | +911+38.5% | Added |
| PBMares Wealth Management LLC | 3,280 | $301.2K | 0.06% | +10.0% | Added |
| Summit Wealth Partners, LLC | 3,290 | $302.1K | 0.06% | 00.0% | Unchanged |
| FCG Investment Co | 3,292 | $302.3K | 0.16% | −4,914−59.9% | Reduced |
| Warwick Investment Management, Inc. | 3,294 | $302.5K | 0.06% | +221+7.2% | Added |
| Mallini Complete Financial Planning LLC | – | $303.2K | 0.38% | – | – |
| Lloyd Advisory Services, LLC. | 3,305 | $303.5K | 0.15% | −422−11.3% | Reduced |
| Zullo Investment Group, Inc. | 3,305 | $303.6K | 0.12% | −22−0.7% | Reduced |
| Alpha Omega Wealth Management LLC | 3,307 | $303.7K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 3,314 | $304.3K | 0.01% | +3,314 | New |
| Willis Johnson & Associates, Inc. | 3,330 | $305.8K | 0.02% | −3−0.1% | Reduced |
| DF Dent & Co Inc | 3,341 | $306.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,341 | $306.8K | 0.06% | +27+0.8% | Added |
| Magnolia Wealth Management, LLC | 3,342 | $306.9K | 0.20% | +41+1.2% | Added |
| Madrona Financial Services, LLC | 3,353 | $307.9K | 0.07% | +824+32.6% | Added |
| Financial Harvest, LLC | 3,363 | $308.8K | 0.23% | +3,363 | New |
| Fortitude Advisory Group L.L.C. | 3,384 | $310.7K | 0.18% | −110−3.1% | Reduced |
| Leslie Global Wealth, LLC | 3,386 | $310.9K | 0.17% | +7+0.2% | Added |
| Phoenix Holdings Ltd. | 3,398 | $311.7K | 0.00% | −1,174−25.7% | Reduced |
| Patriot Investment Management Inc. | 3,409 | $313.0K | 0.02% | +210+6.6% | Added |
| Appleton Partners Inc | 3,423 | $314.0K | 0.02% | −773−18.4% | Reduced |
| Power Wealth Management LLC | 3,442 | $316.0K | 0.12% | +238+7.4% | Added |
| Wedgewood Investors Inc | 3,450 | $316.8K | 0.36% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,460 | $317.7K | 0.08% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,475 | $319.1K | 0.07% | +29+0.8% | Added |
| Morris Financial Concepts, Inc. | 3,485 | $320.0K | 0.13% | +181+5.5% | Added |
| Integris Wealth Management, LLC | 3,488 | $320.3K | 0.08% | 00.0% | Unchanged |
| Wealth Management Nebraska | 3,531 | $321.0K | 0.04% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,496 | $321.0K | 0.22% | +338+10.7% | Added |
| Genesis Private Wealth, LLC | 3,498 | $321.2K | 0.15% | −362−9.4% | Reduced |
| St. Louis Trust Co | 3,500 | $321.4K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,530 | $322.0K | 0.18% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,512 | $322.5K | 0.05% | −21−0.6% | Reduced |