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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 10,057 | $923.5K | 0.05% | +336+3.5% | Added |
| Roundview Capital LLC | 10,009 | $919.1K | 0.06% | +160+1.6% | Added |
| Graypoint LLC | 9,963 | $914.9K | 0.05% | +691+7.5% | Added |
| Plimoth Trust Co LLC | 9,952 | $913.9K | 0.22% | −60−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 9,929 | $911.8K | 0.46% | +4,397+79.5% | Added |
| HM Payson & Co | 9,907 | $909.8K | 0.01% | +229+2.4% | Added |
| Triad Wealth Partners, LLC | 9,904 | $909.5K | 0.18% | +1,419+16.7% | Added |
| Home Federal Bank of Tennessee | 9,890 | $908.2K | 0.26% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,885 | $907.8K | 0.04% | −121−1.2% | Reduced |
| Means Investment Co., Inc. | 9,878 | $907.1K | 0.09% | +26+0.3% | Added |
| Excalibur Management Corp | 9,825 | $902.2K | 0.34% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 9,824 | $902.1K | 0.23% | −45−0.5% | Reduced |
| Trustco Bank Corp N Y | 9,822 | $902.0K | 0.88% | −300−3.0% | Reduced |
| Novare Capital Management LLC | 9,803 | $900.2K | 0.07% | +3,094+46.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,798 | $899.8K | 0.14% | +1,233+14.4% | Added |
| Journey Advisory Group, LLC | 9,798 | $899.8K | 0.07% | −35−0.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,729 | $893.4K | 0.42% | +263+2.8% | Added |
| Avestar Capital, LLC | 9,706 | $891.3K | 0.07% | +4,638+91.5% | Added |
| Ancora Advisors, LLC | 9,704 | $891.1K | 0.02% | +203+2.1% | Added |
| Shepherd Financial Partners LLC | 9,675 | $888.5K | 0.09% | −355−3.5% | Reduced |
| Monetary Management Group Inc | 9,607 | $882.2K | 0.22% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,579 | $879.6K | 0.01% | −270−2.7% | Reduced |
| St Germain D J Co Inc | 9,575 | $879.3K | 0.04% | +4,980+108.4% | Added |
| Secure Asset Management, LLC | 9,563 | $878.2K | 0.16% | −203−2.1% | Reduced |
| William Allan, LLC | 9,563 | $878.2K | 0.51% | +80+0.8% | Added |
| Beaumont Financial Advisors, LLC | 9,533 | $875.4K | 0.06% | −146−1.5% | Reduced |
| LaFleur & Godfrey LLC | 9,532 | $875.4K | 0.11% | −1,538−13.9% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $875.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,163 | $871.7K | 0.03% | −552−5.7% | Reduced |
| Wagner Wealth Management, LLC | 9,480 | $870.6K | 0.20% | +701+8.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,470 | $869.6K | 0.24% | +3,559+60.2% | Added |
| YHB Investment Advisors, Inc. | 9,468 | $869.4K | 0.07% | +196+2.1% | Added |
| Golden State Wealth Management, LLC | 9,445 | $867.4K | 0.11% | +290+3.2% | Added |
| Fiduciary Trust Co | 9,421 | $865.2K | 0.01% | +1,460+18.3% | Added |
| Trueblood Wealth Management, LLC | 9,416 | $864.7K | 0.36% | −217−2.3% | Reduced |
| MONECO Advisors, LLC | 9,409 | $864.1K | 0.08% | −39−0.4% | Reduced |
| Eagle Strategies LLC | 9,408 | $864.0K | 0.13% | +30.0% | Added |
| Eqis Capital Management, Inc. | 9,401 | $863.2K | 0.07% | −668−6.6% | Reduced |
| Summit Global Investments | 9,395 | $863.0K | 0.05% | +264+2.9% | Added |
| Affinity Wealth Management LLC | 9,337 | $857.4K | 0.14% | +63+0.7% | Added |
| Xcel Wealth Management, LLC | 9,246 | $849.0K | 0.24% | +434+4.9% | Added |
| RIA Advisory Group LLC | 9,231 | $847.7K | 0.25% | −1,002−9.8% | Reduced |
| Alamea Verwaltungs GmbH | 9,220 | $846.7K | 0.64% | +3,074+50.0% | Added |
| Mainsail Asset Management, LLC | 9,178 | $842.8K | 0.52% | +13+0.1% | Added |
| Aberdeen Wealth Management LLC | 9,176 | $842.6K | 0.56% | +5+0.1% | Added |
| Banque Cantonale Vaudoise | 9,144 | $840.0K | 0.03% | −1,128−11.0% | Reduced |
| Steel Peak Wealth Management LLC | 9,139 | $839.2K | 0.03% | +1,942+27.0% | Added |
| Cornerstone Advisors, LLC | 9,100 | $835.7K | 0.03% | −44,400−83.0% | Reduced |
| Inspire Advisors, LLC | 9,099 | $835.5K | 0.09% | −333−3.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,099 | $832.7K | 0.02% | +699+8.3% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $831.5K | 0.26% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,050 | $831.0K | 0.00% | +67+0.7% | Added |
| Vontobel Holding Ltd. | 9,011 | $827.5K | 0.00% | −5,745−38.9% | Reduced |
| Clear Creek Financial Management, LLC | 9,004 | $826.8K | 0.08% | −302−3.2% | Reduced |
| Salem Investment Counselors Inc | 9,000 | $826.5K | 0.03% | −139−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 8,784 | $825.3K | 0.15% | −2,759−23.9% | Reduced |
| Breakwater Capital Group | 8,956 | $822.5K | 0.13% | +10.0% | Added |
| Norden Group LLC | 8,956 | $822.4K | 0.09% | +1,144+14.6% | Added |
| Community Bank of Raymore | 8,950 | $821.9K | 0.61% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 8,922 | $819.3K | 0.39% | −9,290−51.0% | Reduced |
| Mechanics Financial Corp | 8,913 | $818.5K | 0.35% | +100+1.1% | Added |
| Alps Advisors Inc | 8,910 | $818.2K | 0.00% | +4,911+122.8% | Added |
| Procyon Private Wealth Partners, LLC | 8,896 | $816.9K | 0.08% | −953−9.7% | Reduced |
| St. Johns Investment Management Company, LLC | 8,868 | $814.3K | 0.37% | −78−0.9% | Reduced |
| Insight Inv LLC | 8,845 | $812.2K | 0.54% | −185−2.0% | Reduced |
| Balentine LLC | 8,841 | $811.9K | 0.03% | −970−9.9% | Reduced |
| Wealth Alliance | 8,836 | $811.4K | 0.09% | −1,856−17.4% | Reduced |
| Intrust Bank NA | 8,825 | $810.4K | 0.07% | −770−8.0% | Reduced |
| Wulff, Hansen & Co. | 8,798 | $807.9K | 0.69% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 8,753 | $807.9K | 0.33% | −455−4.9% | Reduced |
| Keudell/Morrison Wealth Management | 8,781 | $806.4K | 0.18% | −1,251−12.5% | Reduced |
| Court Place Advisors, LLC | 8,777 | $806.0K | 0.25% | 00.0% | Unchanged |
| JT Stratford LLC | 8,763 | $804.7K | 0.12% | +163+1.9% | Added |
| Howard Capital Management Inc. | 8,725 | $801.2K | 0.01% | +1,966+29.1% | Added |
| Kennedy Investment Group | 8,721 | $800.9K | 0.34% | +28+0.3% | Added |
| Vista Capital Partners, Inc. | 8,710 | $799.8K | 0.09% | +44+0.5% | Added |
| one8zero8, LLC | 8,706 | $799.5K | 0.19% | +8+0.1% | Added |
| First National Corp | 8,704 | $799.3K | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 8,698 | $798.7K | 0.06% | 00.0% | Unchanged |
| Certified Advisory Corp | 8,686 | $797.6K | 0.08% | +40.0% | Added |
| Shulman DeMeo Asset Management LLC | 8,552 | $785.3K | 0.19% | −357−4.0% | Reduced |
| Gables Capital Management Inc. | 8,542 | $784.4K | 0.37% | −354−4.0% | Reduced |
| Syon Capital LLC | 8,517 | $782.1K | 0.05% | +2,219+35.2% | Added |
| Benin Management CORP | 8,483 | $779.0K | 0.20% | +100+1.2% | Added |
| Visionary Horizons, LLC | 8,460 | $776.9K | 0.49% | −14−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,436 | $774.7K | 0.09% | −976−10.4% | Reduced |
| Valley Brook Capital Group | 8,409 | $772.2K | 0.58% | +52+0.6% | Added |
| Grove Bank & Trust | 8,402 | $771.6K | 0.10% | +79+0.9% | Added |
| CX Institutional | 8,377 | $769.0K | 0.03% | +268+3.3% | Added |
| North Star Investment Management Corp. | 8,366 | $768.2K | 0.05% | −525−5.9% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $766.1K | 0.10% | 00.0% | Unchanged |
| Smith, Salley & Associates | 8,341 | $765.9K | 0.04% | −271−3.1% | Reduced |
| Belpointe Asset Management LLC | 8,326 | $764.6K | 0.03% | −1,031−11.0% | Reduced |
| Successful Portfolios LLC | 8,315 | $763.5K | 0.47% | +10.0% | Added |
| Linscomb & Williams, Inc. | 8,309 | $763.0K | 0.04% | −2,566−23.6% | Reduced |
| Park National Corp | 8,292 | $761.5K | 0.03% | −38−0.5% | Reduced |
| Aviance Capital Partners, LLC | 8,265 | $758.9K | 0.10% | +55+0.7% | Added |
| White Lighthouse Investment Management Inc. | 8,205 | $753.5K | 0.12% | +46+0.6% | Added |
| Autumn Glory Partners, LLC | 8,185 | $751.6K | 0.35% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 8,171 | $750.3K | 0.30% | +58+0.7% | Added |