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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 4,097 | $388.0K | 0.10% | +30+0.7% | Added |
| Meridian Financial, LLC | 4,227 | $388.2K | 0.25% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,230 | $388.4K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 4,238 | $389.2K | 0.26% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,250 | $390.3K | 0.04% | +100+2.4% | Added |
| Scotia Capital Inc. | 4,273 | $392.3K | 0.00% | −5−0.1% | Reduced |
| United Advisor Group, LLC | 4,275 | $392.6K | 0.07% | +10.0% | Added |
| GEM Asset Management, LLC | 4,290 | $393.2K | 0.20% | +60+1.4% | Added |
| Palumbo Wealth Management LLC | 4,290 | $393.9K | 0.12% | +29+0.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,304 | $395.3K | 0.18% | +6+0.1% | Added |
| Ferguson Shapiro LLC | 4,305 | $395.3K | 0.13% | +4,305 | New |
| Claris Financial LLC | 4,315 | $396.3K | 0.30% | −245−5.4% | Reduced |
| Paragon Private Wealth Management, LLC | 4,340 | $398.6K | 0.16% | +1,309+43.2% | Added |
| FineMark National Bank & Trust | 4,345 | $399.0K | 0.01% | −859−16.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,350 | $399.5K | 0.03% | +14+0.3% | Added |
| Flaharty Asset Management, LLC | 4,350 | $399.5K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,351 | $399.6K | 0.08% | −85−1.9% | Reduced |
| Baader Bank INC | 4,384 | $400.0K | 0.03% | +1,344+44.2% | Added |
| Bullock Wealth Management Group | 4,346 | $401.1K | 0.21% | −637−12.8% | Reduced |
| Plancorp, LLC | 4,370 | $401.3K | 0.01% | +374+9.4% | Added |
| Key Client Fiduciary Advisors, LLC | 4,376 | $401.8K | 0.16% | −464−9.6% | Reduced |
| V-Square Quantitative Management LLC | 4,376 | $401.8K | 0.05% | −61−1.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,383 | $404.6K | 0.02% | −1,257−22.3% | Reduced |
| Crews Bank & Trust | 4,425 | $406.3K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,426 | $406.5K | 0.03% | +20.0% | Added |
| Trust Co of the South | 4,432 | $407.0K | 0.07% | +79+1.8% | Added |
| Penobscot Investment Management Company, Inc. | 4,435 | $407.3K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,437 | $407.5K | 0.03% | −108−2.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,475 | $408.4K | 0.08% | +400+9.8% | Added |
| Heritage Wealth Management, Inc. | 4,456 | $409.2K | 0.13% | −250−5.3% | Reduced |
| Fonville Wealth Management LLC | 4,457 | $409.3K | 0.10% | 00.0% | Unchanged |
| Investment House LLC | 4,458 | $409.4K | 0.02% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,459 | $409.5K | 0.04% | +4+0.1% | Added |
| GeoWealth Management, LLC | 4,462 | $409.7K | 0.02% | +244+5.8% | Added |
| Campion Asset Management LLC | 4,463 | $409.8K | 0.31% | −11−0.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,472 | $410.6K | 0.13% | −1,157−20.6% | Reduced |
| VestGen Advisors, LLC | 4,472 | $410.6K | 0.02% | +1,587+55.0% | Added |
| Fortis Advisors, LLC | 4,475 | $410.9K | 0.26% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,487 | $412.0K | 0.35% | +7+0.2% | Added |
| Wealth Advisory Team LLC | 4,490 | $412.3K | 0.39% | +4,490 | New |
| Auxano Advisors, LLC | 4,498 | $413.1K | 0.10% | +240+5.6% | Added |
| West Tower Group, LLC | 4,500 | $413.2K | 0.90% | +4,500 | New |
| Longview Financial Advisors, Inc. | 4,511 | $414.3K | 0.35% | +195+4.5% | Added |
| Seelaus Asset Management LLC | 4,513 | $414.4K | 0.37% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,573 | $415.1K | 0.12% | −101−2.2% | Reduced |
| Smith Anglin Financial, LLC | 4,521 | $415.2K | 0.04% | −50−1.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,523 | $415.4K | 0.04% | +71+1.6% | Added |
| Oppenheimer Asset Management Inc. | 4,525 | $415.5K | 0.00% | −120−2.6% | Reduced |
| Hall Capital Management Co Inc | 4,527 | $415.7K | 0.18% | +912+25.2% | Added |
| Green Harvest Asset Management LLC | 4,531 | $416.1K | 0.01% | −20−0.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,533 | $416.3K | 0.03% | −388−7.9% | Reduced |
| Brighton Securities Corp. | 4,537 | $416.6K | 0.23% | −1,053−18.8% | Reduced |
| Archetype Wealth Partners | 4,546 | $417.0K | 0.06% | +291+6.8% | Added |
| Willis Investment Counsel | 4,547 | $417.6K | 0.02% | −820−15.3% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $417.8K | 0.31% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,568 | $419.4K | 0.01% | +4,568 | New |
| BCS Wealth Management | 4,572 | $420.0K | 0.09% | +4,572 | New |
| MBM Wealth Consultants, LLC | 4,575 | $420.2K | 0.11% | +189+4.3% | Added |
| Moseley Investment Management Inc | 4,591 | $421.6K | 0.15% | −846−15.6% | Reduced |
| RB Capital Management, LLC | 4,600 | $422.4K | 0.10% | −129−2.7% | Reduced |
| Quent Capital, LLC | 4,608 | $423.1K | 0.04% | +699+17.9% | Added |
| Pitcairn Co | 4,613 | $423.6K | 0.03% | −10,081−68.6% | Reduced |
| Duncker Streett & Co Inc | 4,615 | $423.8K | 0.08% | 00.0% | Unchanged |
| Firestone Capital Management | 4,619 | $424.2K | 0.10% | +7+0.2% | Added |
| Violich Capital Management, Inc. | 4,629 | $425.1K | 0.06% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 4,633 | $425.4K | 0.31% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 4,638 | $425.9K | 0.05% | +4,638 | New |
| Thomas Story & Son LLC | 4,650 | $427.0K | 0.16% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,529 | $427.1K | 0.02% | +343+8.2% | Added |
| Code Waechter LLC | 4,665 | $428.4K | 0.30% | +1,492+47.0% | Added |
| Syntegra Private Wealth Group, LLC | 4,681 | $429.9K | 0.04% | +105+2.3% | Added |
| Coppell Advisory Solutions LLC | 4,736 | $430.5K | 0.05% | +368+8.4% | Added |
| Park Place Capital Corp | 4,672 | $431.2K | 0.10% | +692+17.4% | Added |
| Lokken Investment Group LLC | 4,697 | $431.3K | 0.17% | −264−5.3% | Reduced |
| Avidian Wealth Solutions, LLC | 4,697 | $431.3K | 0.02% | +106+2.3% | Added |
| Godsey & Gibb Associates | 4,703 | $431.9K | 0.04% | −155−3.2% | Reduced |
| Boston Research & Management Inc | 4,710 | $432.5K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,719 | $433.4K | 0.04% | −231−4.7% | Reduced |
| Bridges Investment Management Inc | 4,726 | $434.0K | 0.01% | +37+0.8% | Added |
| OneAscent Family Office, LLC | 4,729 | $434.0K | 0.41% | −4,391−48.1% | Reduced |
| Resolute Wealth Strategies, LLC | 4,747 | $435.9K | 0.23% | +5+0.1% | Added |
| Univest Financial Corp | 4,751 | $436.3K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,754 | $436.6K | 0.16% | +25+0.5% | Added |
| McGowan Group Asset Management, Inc. | 4,758 | $436.9K | 0.06% | +20.0% | Added |
| Rosenberg Matthew Hamilton | 4,772 | $438.2K | 0.10% | −222−4.4% | Reduced |
| Nadler Financial Group, Inc. | 4,775 | $438.5K | 0.04% | 00.0% | Unchanged |
| Outfitter Financial LLC | 4,780 | $438.9K | 0.37% | +2,315+93.9% | Added |
| CMG Global Holdings, LLC | 4,660 | $439.4K | 0.23% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,793 | $442.4K | 0.18% | +9+0.2% | Added |
| Capital Advisors Wealth Management, LLC | 4,833 | $443.8K | 0.07% | +35+0.7% | Added |
| Wealth Quarterback LLC | 4,837 | $444.1K | 0.21% | −242−4.8% | Reduced |
| Arrow Financial Corp | 4,848 | $445.2K | 0.05% | +4,848 | New |
| Cim Investment Mangement Inc | 4,850 | $445.4K | 0.08% | −20−0.4% | Reduced |
| Manske Wealth Management | 4,877 | $447.8K | 0.15% | +157+3.3% | Added |
| Gentry Private Wealth, LLC | 4,877 | $447.9K | 0.34% | +29+0.6% | Added |
| Cypress Capital Group | 4,883 | $448.4K | 0.06% | −417−7.9% | Reduced |
| Blueshift Asset Management, LLC | 4,892 | $449.2K | 0.14% | +4,892 | New |
| L2 Asset Management, LLC | 4,905 | $450.4K | 0.07% | +285+6.2% | Added |
| Lee Danner & Bass Inc | 4,920 | $451.8K | 0.04% | 00.0% | Unchanged |