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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 12,525 | $1.15M | 0.35% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,520 | $1.15M | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12,206 | $1.15M | 0.03% | −418−3.3% | Reduced |
| Busey Wealth Management | 12,474 | $1.15M | 0.03% | +659+5.6% | Added |
| West Family Investments, Inc. | 12,440 | $1.14M | 0.30% | +2,187+21.3% | Added |
| Spire Wealth Management | 12,470 | $1.14M | 0.04% | −1,291−9.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,418 | $1.14M | 0.03% | +469+3.9% | Added |
| Marino, Stram & Associates LLC | 12,415 | $1.14M | 0.23% | +149+1.2% | Added |
| Western Wealth Management, LLC | 12,370 | $1.14M | 0.07% | −759−5.8% | Reduced |
| Ontario Teachers Pension Plan Board | 12,312 | $1.13M | 0.02% | −8,102−39.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 12,301 | $1.13M | 0.09% | +12,301 | New |
| Firethorn Wealth Partners, LLC | 12,298 | $1.13M | 0.49% | −145−1.2% | Reduced |
| CFS Investment Advisory Services, LLC | 12,298 | $1.13M | 0.09% | +356+3.0% | Added |
| Essex Savings Bank | 12,293 | $1.13M | 0.27% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,260 | $1.13M | 0.07% | −250−2.0% | Reduced |
| Waterfront Wealth Inc. | 12,240 | $1.12M | 0.25% | −377−3.0% | Reduced |
| Integrated Advisors Network LLC | 12,218 | $1.12M | 0.05% | +54+0.4% | Added |
| North Dallas Bank & Trust Co | 12,176 | $1.12M | 0.85% | +12,176 | New |
| Stableford Capital II LLC | 11,596 | $1.11M | 0.42% | +160+1.4% | Added |
| SeaCrest Wealth Management, LLC | 12,012 | $1.10M | 0.12% | −4,925−29.1% | Reduced |
| Northstar Financial Companies, Inc. | 12,010 | $1.10M | 1.15% | +3,801+46.3% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.10M | 0.57% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 11,986 | $1.10M | 0.07% | +11,986 | New |
| Nwam LLC | 11,575 | $1.09M | 0.06% | +611+5.6% | Added |
| Allegheny Financial Group LTD | 11,877 | $1.09M | 0.24% | +24+0.2% | Added |
| Northern Oak Wealth Management Inc | 11,853 | $1.09M | 0.14% | −330−2.7% | Reduced |
| Tower Bridge Advisors | 11,744 | $1.08M | 0.12% | +4,850+70.4% | Added |
| Patton Albertson Miller Group, LLC | 11,688 | $1.07M | 0.14% | +985+9.2% | Added |
| BlueChip Wealth Advisors LLC | 11,624 | $1.07M | 0.48% | +1,845+18.9% | Added |
| Infrastructure Capital Advisors, LLC | 11,613 | $1.07M | 0.13% | +2,329+25.1% | Added |
| SCP Investment, LP | 11,600 | $1.07M | 0.85% | +1,800+18.4% | Added |
| Larson Financial Group LLC | 11,595 | $1.06M | 0.04% | +170+1.5% | Added |
| Hills Bank & Trust Co | 11,579 | $1.06M | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 11,527 | $1.06M | 0.27% | +211+1.9% | Added |
| TCG Advisory Services, LLC | 11,518 | $1.06M | 0.04% | +1,588+16.0% | Added |
| Caisse de Depot Et Placement du Quebec | 11,513 | $1.06M | 0.00% | −320,728−96.5% | Reduced |
| Sage Mountain Advisors LLC | 11,475 | $1.05M | 0.07% | +2,336+25.6% | Added |
| Boston Private Wealth LLC | 11,471 | $1.05M | 0.06% | +11,471 | New |
| Nicollet Investment Management, Inc. | 11,461 | $1.05M | 0.35% | 00.0% | Unchanged |
| Columbia Asset Management | 11,443 | $1.05M | 0.21% | +40.0% | Added |
| Burney Co | 11,432 | $1.05M | 0.04% | +146+1.3% | Added |
| Norris Perne & French LLP | 11,410 | $1.05M | 0.07% | −30.0% | Reduced |
| Leisure Capital Management | 11,408 | $1.05M | 0.39% | +99+0.9% | Added |
| KPP Advisory Services LLC | 11,392 | $1.05M | 0.17% | +117+1.0% | Added |
| RS Crum Inc. | 11,386 | $1.05M | 0.25% | −298−2.6% | Reduced |
| 1620 Investment Advisors, Inc. | 11,340 | $1.04M | 0.74% | +95+0.8% | Added |
| Cobblestone Capital Advisors LLC | 11,301 | $1.04M | 0.05% | +270+2.4% | Added |
| Charles Schwab Trust Co | 11,242 | $1.03M | 0.08% | +7,633+211.5% | Added |
| HBW Advisory Services LLC | 11,201 | $1.03M | 0.13% | +1,403+14.3% | Added |
| Altshuler Shaham Ltd | 11,192 | $1.03M | 0.03% | +7,178+178.8% | Added |
| Ami Asset Management Corp | 11,172 | $1.03M | 0.06% | −73−0.6% | Reduced |
| Edge Financial Advisors LLC | 11,144 | $1.02M | 0.54% | +926+9.1% | Added |
| Apella Capital, LLC | 11,152 | $1.02M | 0.03% | +100+0.9% | Added |
| Sound Income Strategies, LLC | 11,119 | $1.02M | 0.06% | +7,887+244.0% | Added |
| Bush Investment Group, LLC | 11,085 | $1.02M | 0.68% | −650−5.5% | Reduced |
| Resources Management Corp | 11,070 | $1.02M | 0.14% | −150−1.3% | Reduced |
| BIP Wealth, LLC | 11,010 | $1.01M | 0.06% | −940−7.9% | Reduced |
| Cherokee Insurance Co | 11,000 | $1.01M | 0.44% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,996 | $1.01M | 0.17% | −10,656−49.2% | Reduced |
| Kuhn & Co Investment Counsel | 10,975 | $1.01M | 0.76% | −24−0.2% | Reduced |
| Second Line Capital, LLC | 10,974 | $1.01M | 0.23% | +113+1.0% | Added |
| GSB Wealth Management, LLC | 10,949 | $1.01M | 0.25% | −695−6.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,945 | $1.01M | 0.29% | −110−1.0% | Reduced |
| Banco Santander, S.A. | 10,914 | $1.00M | 0.01% | +2,251+26.0% | Added |
| Reuter James Wealth Management, LLC | 10,887 | $999.7K | 0.16% | −1,710−13.6% | Reduced |
| Silverlake Wealth Management LLC | 10,875 | $998.6K | 0.29% | +505+4.9% | Added |
| Clarendon Private LLC | 10,846 | $996.0K | 0.96% | +1,396+14.8% | Added |
| Rogco, LP | 10,836 | $995.1K | 0.37% | +42+0.4% | Added |
| Commerzbank Aktiengesellschaft | 10,766 | $989.0K | 0.02% | −28−0.3% | Reduced |
| Evercore Wealth Management, LLC | 10,768 | $988.8K | 0.02% | −1,648−13.3% | Reduced |
| Balboa Wealth Partners | 10,759 | $988.0K | 0.20% | −1,219−10.2% | Reduced |
| Cigna Investments Inc | 10,748 | $987.0K | 0.17% | −298−2.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,732 | $985.5K | 0.04% | −10.0% | Reduced |
| Chicago Trust Co NA | 10,729 | $985.2K | 0.14% | +1,075+11.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 10,724 | $984.7K | 0.61% | −496−4.4% | Reduced |
| Gilbert & Cook, Inc. | 10,712 | $983.7K | 0.13% | +217+2.1% | Added |
| Everstar Asset Management, LLC | 10,667 | $979.6K | 0.60% | −129−1.2% | Reduced |
| Trust Point Inc. | 10,640 | $977.1K | 0.09% | +1,374+14.8% | Added |
| Tower Research Capital LLC (TRC) | 10,612 | $974.5K | 0.03% | −77,448−87.9% | Reduced |
| Journey Strategic Wealth LLC | 10,572 | $970.9K | 0.03% | +4,904+86.5% | Added |
| Chesley Taft & Associates LLC | 10,547 | $968.5K | 0.04% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 10,504 | $964.6K | 0.38% | −203−1.9% | Reduced |
| Rehmann Capital Advisory Group | 10,495 | $963.8K | 0.06% | +621+6.3% | Added |
| Modera Wealth Management, LLC | 10,478 | $962.2K | 0.01% | −287−2.7% | Reduced |
| MEMBERS Trust Co | 10,396 | $954.7K | 0.03% | −180−1.7% | Reduced |
| AdvisorNet Financial, Inc | 10,389 | $954.0K | 0.06% | +867+9.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $952.7K | 0.24% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,347 | $950.2K | 0.04% | +640+6.6% | Added |
| Severin Investments, LLC | 10,318 | $947.5K | 0.89% | +61+0.6% | Added |
| Field & Main Bank | 10,300 | $945.8K | 0.31% | −205−2.0% | Reduced |
| Marco Investment Management LLC | 10,234 | $939.8K | 0.08% | +113+1.1% | Added |
| Sunburst Financial Group, LLC | 10,222 | $938.7K | 0.21% | −17−0.2% | Reduced |
| WSFS Capital Management, LLC | 10,209 | $937.5K | 0.05% | +669+7.0% | Added |
| Acorn Wealth Advisors, LLC | 10,204 | $937.0K | 0.35% | +61+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,153 | $932.4K | 0.05% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 10,139 | $931.1K | 0.65% | +20.0% | Added |
| Bradley Foster & Sargent Inc | 10,105 | $927.9K | 0.01% | −16−0.2% | Reduced |
| Haverford Trust Co | 10,103 | $927.8K | 0.01% | −20−0.2% | Reduced |
| Kingsman Wealth Management, Inc. | 10,092 | $926.7K | 0.58% | −19−0.2% | Reduced |
| Mendel Money Management | 10,089 | $926.5K | 0.41% | −100−1.0% | Reduced |