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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 3,513 | $322.6K | 0.02% | +852+32.0% | Added |
| Investment Advisory Services Inc | 3,517 | $323.0K | 0.11% | +291+9.0% | Added |
| Private Wealth Asset Management, LLC | 3,543 | $325.4K | 0.04% | −40−1.1% | Reduced |
| FLC Capital Advisors | 3,548 | $325.8K | 0.07% | −292−7.6% | Reduced |
| First Citizens Financial Corp | 3,555 | $326.5K | 0.18% | −37−1.0% | Reduced |
| Stonebridge Capital Advisors LLC | 3,575 | $328.3K | 0.02% | +123+3.6% | Added |
| Principal Street Partners, LLC | 3,578 | $328.6K | 0.03% | +3,578 | New |
| Uniting Wealth Partners, LLC | 3,583 | $329.0K | 0.13% | 00.0% | Unchanged |
| Quest Partners LLC | 3,586 | $329.3K | 0.03% | −26,593−88.1% | Reduced |
| Cromwell Holdings LLC | 3,586 | $329.3K | 0.20% | +127+3.7% | Added |
| Requisite Capital Management, LLC | 3,595 | $330.1K | 0.07% | −549−13.2% | Reduced |
| IFC Advisors LLC | 3,595 | $330.1K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,599 | $330.5K | 0.05% | −7−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 3,607 | $331.2K | 0.04% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 3,615 | $332.0K | 0.06% | −876−19.5% | Reduced |
| Latitude Advisors, LLC | 3,623 | $332.7K | 0.17% | −13−0.4% | Reduced |
| Wayfinding Financial, LLC | 3,472 | $333.0K | 0.15% | −473−12.0% | Reduced |
| OMNI 360 Wealth, Inc. | 3,628 | $333.1K | 0.21% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,627 | $333.5K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,640 | $334.3K | 0.04% | +387+11.9% | Added |
| Madden Securities Corp | 3,658 | $335.9K | 0.11% | −3,092−45.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,661 | $336.2K | 0.03% | +412+12.7% | Added |
| Platform Technology Partners | 3,662 | $336.3K | 0.09% | −210−5.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $337.0K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,670 | $337.1K | 0.09% | −496−11.9% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $337.3K | 0.06% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,684 | $338.3K | 0.12% | +159+4.5% | Added |
| Premier Path Wealth Partners, LLC | 3,687 | $338.6K | 0.05% | +304+9.0% | Added |
| Soltis Investment Advisors LLC | 3,696 | $339.4K | 0.03% | +741+25.1% | Added |
| Proficio Capital Partners LLC | 3,698 | $339.6K | 0.02% | +99+2.8% | Added |
| Symmetry Partners, LLC | 3,712 | $340.8K | 0.04% | +196+5.6% | Added |
| Douglass Winthrop Advisors, LLC | 3,725 | $342.1K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,736 | $343.0K | 0.07% | +19+0.5% | Added |
| Catalyst Financial Partners LLC | 3,743 | $343.7K | 0.04% | +501+15.5% | Added |
| Sovran Advisors, LLC | 3,771 | $344.1K | 0.04% | −388−9.3% | Reduced |
| Second Half Financial Partners, LLC | 3,761 | $345.3K | 0.16% | +3,761 | New |
| Pinnacle Bancorp, Inc. | 3,771 | $346.3K | 0.11% | −260−6.5% | Reduced |
| AA Financial Advisors, LLC | 3,772 | $346.4K | 0.07% | +1,271+50.8% | Added |
| King Wealth | 3,783 | $347.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,798 | $348.7K | 0.06% | +2+0.1% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $349.1K | 0.10% | 00.0% | Unchanged |
| Enclave Advisors LLC | 3,807 | $349.6K | 0.06% | +281+8.0% | Added |
| O'Brien Greene & Co. Inc | 3,821 | $350.9K | 0.11% | 00.0% | Unchanged |
| Capital City Trust Co | 3,825 | $351.3K | 0.09% | −2,120−35.7% | Reduced |
| Advisory Alpha, LLC | 3,840 | $352.6K | 0.01% | −104−2.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,853 | $353.8K | 0.01% | +357+10.2% | Added |
| Institute for Wealth Management, LLC. | 3,853 | $353.9K | 0.04% | −32−0.8% | Reduced |
| Narwhal Capital Management | 3,859 | $354.4K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,861 | $354.6K | 0.05% | +149+4.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,872 | $355.6K | 0.16% | −106−2.7% | Reduced |
| LCM Capital Management Inc | 3,877 | $356.0K | 0.18% | +54+1.4% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $356.2K | 0.19% | +3,879 | New |
| Brass Tax Wealth Management, Inc | 3,886 | $356.8K | 0.07% | +359+10.2% | Added |
| Spinnaker Trust | 3,928 | $360.7K | 0.02% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,929 | $360.8K | 0.05% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $361.0K | 0.14% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,933 | $361.2K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 3,936 | $361.4K | 0.08% | +393+11.1% | Added |
| Elite Financial, Inc. | 3,775 | $362.0K | 0.18% | −144−3.7% | Reduced |
| Financial Advisors, LLC | 3,945 | $362.3K | 0.07% | +33+0.8% | Added |
| Quotient Wealth Partners, LLC | 3,960 | $363.7K | 0.01% | +282+7.7% | Added |
| Huntleigh Advisors, Inc. | 3,970 | $364.6K | 0.07% | +8+0.2% | Added |
| Byrne Asset Management LLC | 3,975 | $365.0K | 0.24% | −200−4.8% | Reduced |
| BLB&B Advisors, LLC | 3,979 | $365.4K | 0.02% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 3,983 | $365.7K | 0.38% | −35−0.9% | Reduced |
| HC Advisors, LLC | 3,988 | $366.2K | 0.26% | −295−6.9% | Reduced |
| ESL Trust Services, LLC | 4,000 | $367.3K | 0.08% | −43−1.1% | Reduced |
| Elmwood Wealth Management, Inc. | 4,000 | $367.3K | 0.15% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 4,005 | $367.8K | 0.04% | +150+3.9% | Added |
| Fagan Associates, Inc. | 4,011 | $368.4K | 0.06% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,025 | $369.6K | 0.13% | +4,025 | New |
| World Equity Group, Inc. | 4,029 | $370.0K | 0.10% | −420−9.4% | Reduced |
| United Community Bank | 4,030 | $370.1K | 0.13% | −1,185−22.7% | Reduced |
| American Financial Advisors, LLC | 4,042 | $371.2K | 0.05% | +21+0.5% | Added |
| Brown Financial Advisory | 4,043 | $371.3K | 0.20% | +1,240+44.2% | Added |
| Trilogy Capital Inc. | 4,052 | $372.1K | 0.02% | −122−2.9% | Reduced |
| STAR Financial Bank | 4,055 | $372.4K | 0.24% | +34+0.8% | Added |
| Stanley-Laman Group, Ltd. | 4,058 | $372.6K | 0.06% | +573+16.4% | Added |
| Monument Capital Management | 4,059 | $372.7K | 0.10% | +4,059 | New |
| Hanson & Doremus Investment Management | 4,061 | $373.0K | 0.05% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,062 | $373.0K | 0.07% | +985+32.0% | Added |
| Walkner Condon Financial Advisors LLC | 4,066 | $373.3K | 0.07% | −563−12.2% | Reduced |
| Bedel Financial Consulting, Inc. | 4,080 | $374.6K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,081 | $374.8K | 0.21% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 4,108 | $377.0K | 0.40% | −1,443−26.0% | Reduced |
| Virtue Capital Management, LLC | 4,109 | $377.3K | 0.07% | −901−18.0% | Reduced |
| Klingman & Associates, LLC | 4,111 | $377.5K | 0.02% | +189+4.8% | Added |
| Wealthspan Partners, LLC | 4,112 | $377.6K | 0.16% | −222−5.1% | Reduced |
| Thompson Investment Management, Inc. | 4,128 | $379.1K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Management, Inc | 4,143 | $380.5K | 0.02% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 4,156 | $381.6K | 0.10% | +4,156 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $382.2K | 0.04% | −17−0.4% | Reduced |
| Level Wealth Management LLC | 4,172 | $383.1K | 0.22% | 00.0% | Unchanged |
| Garde Capital, Inc. | 4,174 | $383.3K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,176 | $383.4K | 0.04% | −383−8.4% | Reduced |
| Trust Co of Toledo NA | 4,184 | $384.2K | 0.04% | +49+1.2% | Added |
| Asset Dedication, LLC | 4,193 | $385.0K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,193 | $385.1K | 0.08% | +3+0.1% | Added |
| Radnor Capital Management, LLC | 4,200 | $386.0K | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,209 | $386.6K | 0.01% | +755+21.9% | Added |