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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 4,923 | $452.1K | 0.18% | +130+2.7% | Added |
| Independent Financial Group, LLC | 4,928 | $452.5K | 0.01% | +369+8.1% | Added |
| Bank of New Hampshire | 4,932 | $452.9K | 0.11% | +1,639+49.8% | Added |
| Beese Fulmer Investment Management, Inc. | 4,937 | $453.4K | 0.03% | +52+1.1% | Added |
| Veracity Capital LLC | 4,940 | $453.6K | 0.16% | −170−3.3% | Reduced |
| Cooper Financial Group | 4,953 | $454.8K | 0.05% | +977+24.6% | Added |
| Fusion Capital, LLC | 4,953 | $454.9K | 0.16% | +1,278+34.8% | Added |
| Rise Advisors, LLC | 4,954 | $455.0K | 0.18% | −119−2.3% | Reduced |
| Gratus Wealth Advisors, LLC | 4,980 | $457.3K | 0.07% | −1,030−17.1% | Reduced |
| Holistic Planning, LLC | 4,988 | $458.0K | 0.13% | +20.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $459.1K | 0.03% | −600−10.7% | Reduced |
| Rithm Capital Corp. | 5,000 | $459.1K | 0.92% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 5,011 | $460.2K | 0.16% | +1,276+34.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,025 | $462.0K | 0.18% | +5,025 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $462.4K | 0.34% | −217−4.3% | Reduced |
| Wynn Capital, LLC | 5,036 | $462.4K | 0.25% | −5−0.1% | Reduced |
| Capital Investment Counsel, Inc | 5,038 | $462.6K | 0.06% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,040 | $462.8K | 0.14% | +38+0.8% | Added |
| Sunbelt Securities, Inc. | 5,626 | $463.1K | 0.04% | +1,582+39.1% | Added |
| Cornerstone Wealth Management, LLC | 5,047 | $463.4K | 0.03% | −329−6.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,057 | $464.3K | 0.03% | +245+5.1% | Added |
| JB Capital LLC | 5,059 | $464.6K | 0.02% | +40+0.8% | Added |
| Gateway Wealth Partners, LLC | 5,061 | $464.8K | 0.09% | +632+14.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $465.0K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,067 | $465.3K | 0.10% | −2,007−28.4% | Reduced |
| Cohen Investment Advisors LLC | 5,077 | $466.2K | 0.24% | −362−6.7% | Reduced |
| Nikulski Financial, Inc. | 5,078 | $466.3K | 0.13% | +341+7.2% | Added |
| Monograph Wealth Advisors, LLC | 5,088 | $467.2K | 0.06% | +5,088 | New |
| Inscription Capital, LLC | 5,089 | $467.4K | 0.07% | +811+19.0% | Added |
| Sigma Investment Counselors Inc | 5,130 | $471.1K | 0.03% | −47−0.9% | Reduced |
| NFP Retirement, Inc. | 5,131 | $471.2K | 0.03% | −1,259−19.7% | Reduced |
| WealthTrust Axiom LLC | 5,138 | $471.8K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,160 | $473.8K | 0.30% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,171 | $474.9K | 0.02% | −10.0% | Reduced |
| Retirement Planning Group | 5,176 | $475.3K | 0.02% | −32−0.6% | Reduced |
| Integrity Alliance, LLC. | 5,179 | $475.5K | 0.03% | −6,604−56.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,184 | $476.0K | 0.27% | −240−4.4% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $476.1K | 0.21% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,197 | $477.2K | 0.09% | −150−2.8% | Reduced |
| Altfest L J & Co Inc | 5,224 | $479.7K | 0.06% | +86+1.7% | Added |
| First National Bank & Trust Co of Newtown | 5,235 | $480.7K | 0.10% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,245 | $481.6K | 0.20% | −1,240−19.1% | Reduced |
| PSI Advisors, LLC | 5,249 | $482.1K | 0.24% | −150−2.8% | Reduced |
| Correct Capital Wealth Management | 5,250 | $482.1K | 0.09% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,260 | $483.0K | 0.05% | 00.0% | Unchanged |
| Bey-Douglas LLC | 5,266 | $483.6K | 0.29% | +843+19.1% | Added |
| Cornerstone Advisory, LLC | 5,276 | $484.5K | 0.05% | +75+1.4% | Added |
| Valued Retirements, Inc. | 5,286 | $485.4K | 0.55% | +410+8.4% | Added |
| Pure Financial Advisors, Inc. | 5,294 | $486.1K | 0.01% | +2,170+69.5% | Added |
| Drive Wealth Management, LLC | 5,309 | $487.5K | 0.11% | +688+14.9% | Added |
| Tributary Capital Management, LLC | 5,315 | $488.1K | 0.04% | −100−1.8% | Reduced |
| EWG Elevate Inc. | 5,316 | $488.2K | 0.15% | +649+13.9% | Added |
| Cozad Asset Management Inc | 5,350 | $491.3K | 0.04% | +200+3.9% | Added |
| TruWealth Advisors, LLC | 5,369 | $493.0K | 0.03% | −10.0% | Reduced |
| MBL Wealth, LLC | 5,376 | $493.7K | 0.05% | +315+6.2% | Added |
| Asset Planning Corporation | 5,390 | $495.0K | 0.26% | −1,845−25.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,395 | $495.0K | 0.34% | −10−0.2% | Reduced |
| Clarity Wealth Development LLC | 5,396 | $495.5K | 0.49% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,400 | $495.9K | 0.09% | −500−8.5% | Reduced |
| Wilkins Investment Counsel Inc | 5,400 | $495.9K | 0.07% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,400 | $495.9K | 0.16% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,401 | $496.0K | 0.05% | +77+1.4% | Added |
| Summit Wealth Group LLC | 5,402 | $496.1K | 0.12% | +5,402 | New |
| Bridgewater Advisors Inc. | 5,336 | $496.9K | 0.04% | +330+6.6% | Added |
| Good Steward Wealth Advisors,LLC | 5,415 | $497.3K | 0.39% | −1,151−17.5% | Reduced |
| Triton Wealth Management, PLLC | 5,250 | $498.8K | 0.21% | +5,250 | New |
| Consolidated Portfolio Review Corp | 5,436 | $499.1K | 0.07% | +223+4.3% | Added |
| Calton & Associates, Inc. | 5,439 | $499.5K | 0.09% | +2,245+70.3% | Added |
| Bienville Capital Management, LLC | 5,442 | $499.7K | 0.10% | +42+0.8% | Added |
| Mathes Company, Inc. | 5,450 | $500.0K | 0.19% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,469 | $502.2K | 0.04% | +187+3.5% | Added |
| Doliver Advisors, LP | 5,478 | $503.0K | 0.14% | −100−1.8% | Reduced |
| Donald L. Hagan, LLC | 5,484 | $503.6K | 0.25% | −10.0% | Reduced |
| Acadian Asset Management LLC | 5,528 | $504.0K | 0.00% | +4,619+508.1% | Added |
| David Loasby | 5,317 | $505.1K | 0.04% | +102+2.0% | Added |
| IVC Wealth Advisors LLC | 5,504 | $505.4K | 0.25% | −212−3.7% | Reduced |
| 1st Source Bank | 5,518 | $506.7K | 0.03% | +1,368+33.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,546 | $509.3K | 0.06% | −47−0.8% | Reduced |
| Atlas Brown,Inc. | 5,554 | $510.1K | 0.16% | −623−10.1% | Reduced |
| TBH Global Asset Management, LLC | 5,584 | $512.7K | 0.11% | −33−0.6% | Reduced |
| SCS Capital Management LLC | 5,597 | $513.9K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,600 | $514.2K | 0.14% | −26,600−82.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,605 | $514.7K | 0.03% | −18−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,622 | $516.3K | 0.02% | −3,082−35.4% | Reduced |
| Investors Research Corp | 5,623 | $516.4K | 0.10% | +5,353+1,982.6% | Added |
| Davy Global Fund Management Ltd | 5,625 | $516.5K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5,645 | $518.4K | 0.10% | −307−5.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $518.8K | 0.32% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,652 | $519.0K | 0.04% | +1,220+27.5% | Added |
| Legacy Financial Advisors, Inc. | 5,663 | $520.0K | 0.08% | +238+4.4% | Added |
| Bath Savings Trust Co | 5,675 | $521.1K | 0.05% | −1,500−20.9% | Reduced |
| Moody National Bank Trust Division | 5,676 | $521.2K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 5,701 | $523.5K | 0.25% | +109+1.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,710 | $524.3K | 0.31% | +120+2.1% | Added |
| Motco | 5,554 | $524.7K | 0.05% | −175−3.1% | Reduced |
| Ballew Advisors, Inc | 5,738 | $525.1K | 0.31% | +8+0.1% | Added |
| AlphaStar Capital Management, LLC | 5,720 | $525.3K | 0.04% | +5,720 | New |
| Hickory Point Bank & Trust | 5,743 | $527.4K | 0.43% | 00.0% | Unchanged |
| Charter Trust Co | 5,757 | $528.7K | 0.03% | −50−0.9% | Reduced |
| TownSquare Capital, LLC | 5,761 | $529.0K | 0.05% | −25,598−81.6% | Reduced |