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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 8,127 | $746.3K | 0.22% | −450−5.2% | Reduced |
| Private Capital Management, LLC | 8,122 | $745.8K | 0.08% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8,069 | $741.0K | 0.32% | −94−1.2% | Reduced |
| Geometric Wealth Advisors | 8,027 | $737.1K | 0.11% | +23+0.3% | Added |
| Archer Investment Corp | 8,007 | $735.3K | 0.18% | 00.0% | Unchanged |
| W Advisors, LLC | 8,007 | $735.3K | 0.42% | −15−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 7,992 | $733.9K | 0.06% | +4,113+106.0% | Added |
| Park Square Financial Group, LLC | 7,986 | $733.4K | 0.53% | −155−1.9% | Reduced |
| Golden State Equity Partners | 7,953 | $730.3K | 0.14% | +62+0.8% | Added |
| Sonora Investment Management Group, LLC | 7,947 | $729.8K | 0.05% | +307+4.0% | Added |
| Wealth Dimensions Group, Ltd. | 7,935 | $728.6K | 0.16% | +251+3.3% | Added |
| Blalock Williams, LLC | 7,912 | $726.6K | 0.73% | −296−3.6% | Reduced |
| AlphaCore Capital LLC | 7,867 | $722.4K | 0.03% | +654+9.1% | Added |
| Allred Capital Management, LLC | 7,861 | $721.9K | 0.27% | −629−7.4% | Reduced |
| WFA of San Diego, LLC | 7,860 | $721.8K | 0.53% | +7,860 | New |
| Fullerton Fund Management Co Ltd. | 7,849 | $720.8K | 0.03% | −6,592−45.6% | Reduced |
| SageOak Financial, LLC | 7,844 | $720.3K | 0.58% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 7,815 | $717.7K | 0.50% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,801 | $716.4K | 0.24% | +4,628+145.9% | Added |
| Viawealth, LLC | 7,771 | $713.6K | 0.42% | −969−11.1% | Reduced |
| KC Investment Advisors, LLC | 7,768 | $713.3K | 0.25% | +78+1.0% | Added |
| Ambassador Advisors, LLC | 7,748 | $711.5K | 0.11% | −262−3.3% | Reduced |
| Prairie Sky Financial Group LLC | 7,745 | $711.2K | 0.39% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,794 | $710.4K | 0.19% | +65+0.8% | Added |
| Sar Wealth Management Group, LLC | 7,694 | $706.5K | 0.44% | +60+0.8% | Added |
| Nations Financial Group Inc, | 7,678 | $705.1K | 0.05% | +1,665+27.7% | Added |
| ProVise Management Group, LLC | 7,661 | $703.5K | 0.06% | −92−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,655 | $703.0K | 0.04% | −319−4.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,625 | $701.0K | 0.00% | +2,954+63.2% | Added |
| Tradition Wealth Management, LLC | 7,599 | $697.8K | 0.06% | +516+7.3% | Added |
| Eastern Bank | 7,589 | $696.9K | 0.01% | −131−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 7,587 | $696.8K | 0.01% | +1,029+15.7% | Added |
| Baker Boyer National Bank | 7,582 | $696.3K | 0.24% | −109−1.4% | Reduced |
| Northstar Advisory Group, LLC | 7,575 | $695.6K | 0.34% | −135−1.8% | Reduced |
| M.E. Allison & Co., Inc. | 7,574 | $695.5K | 0.56% | +1,818+31.6% | Added |
| Washington Trust Co | 7,560 | $694.2K | 0.02% | +4,000+112.4% | Added |
| Dogwood Wealth Management LLC | 7,599 | $693.5K | 0.34% | −451−5.6% | Reduced |
| TFR Capital, LLC. | 7,511 | $689.7K | 0.25% | +851+12.8% | Added |
| Skyline Advisors, Inc. | 7,507 | $689.4K | 0.25% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 7,480 | $686.9K | 0.06% | +207+2.8% | Added |
| Evergreen Capital Management LLC | 7,477 | $686.6K | 0.02% | +596+8.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,468 | $685.8K | 0.09% | +1,566+26.5% | Added |
| Financial Advocates Investment Management | 7,463 | $685.3K | 0.06% | −2,279−23.4% | Reduced |
| Garner Asset Management Corp | 7,456 | $684.7K | 0.32% | −2,168−22.5% | Reduced |
| Baker Avenue Asset Management, LP | 7,436 | $682.8K | 0.02% | +1,025+16.0% | Added |
| Values First Advisors, Inc. | 7,425 | $681.9K | 0.37% | +657+9.7% | Added |
| USA Financial Portformulas Corp | 7,403 | $679.8K | 0.12% | +7,403 | New |
| Cullen/Frost Bankers, Inc. | 7,392 | $678.8K | 0.01% | −622−7.8% | Reduced |
| Atlantic Trust, LLC | 7,387 | $678.4K | 0.13% | +210+2.9% | Added |
| WMG Financial Advisors, LLC | 7,385 | $678.2K | 0.25% | +33+0.4% | Added |
| Cresset Asset Management, LLC | 7,375 | $677.3K | 0.00% | −6,053−45.1% | Reduced |
| Beacon Financial Group | 7,373 | $677.1K | 0.07% | −786−9.6% | Reduced |
| First Command Advisory Services, Inc. | 7,348 | $674.8K | 0.01% | −30−0.4% | Reduced |
| FourThought Financial Partners, LLC | 7,341 | $674.1K | 0.07% | −226−3.0% | Reduced |
| Ballentine Partners, LLC | 7,337 | $673.8K | 0.01% | +453+6.6% | Added |
| Wilkins Miller Wealth Management, LLC | 7,323 | $672.6K | 0.46% | −52−0.7% | Reduced |
| Abel Hall, LLC | 7,319 | $672.1K | 0.31% | −85−1.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,292 | $669.6K | 0.08% | +7,292 | New |
| Beaumont Asset Management, L.L.C. | 7,283 | $668.8K | 0.36% | −10−0.1% | Reduced |
| Searle & Co. | 7,250 | $665.8K | 0.19% | −1,000−12.1% | Reduced |
| Element Wealth, LLC | 7,249 | $665.7K | 0.31% | −703−8.8% | Reduced |
| David J Yvars Group | 7,237 | $664.6K | 0.39% | +4+0.1% | Added |
| HBK Sorce Advisory LLC | 7,229 | $663.8K | 0.02% | −12−0.2% | Reduced |
| Beacon Investment Advisors LLC | 7,291 | $662.8K | 0.29% | +79+1.1% | Added |
| BluePath Capital Management, LLC | 7,206 | $661.7K | 0.58% | −398−5.2% | Reduced |
| LGT Fund Management Co Ltd. | 7,195 | $660.7K | 0.06% | −1,142−13.7% | Reduced |
| City State Bank | 7,167 | $658.1K | 0.21% | −20−0.3% | Reduced |
| Baldwin Brothers Inc | 7,166 | $658.1K | 0.04% | +202+2.9% | Added |
| Destination Wealth Management | 7,158 | $657.3K | 0.02% | +82+1.2% | Added |
| Alpha Cubed Investments, LLC | 7,145 | $656.1K | 0.02% | +1,366+23.6% | Added |
| Berger Financial Group, Inc | 7,141 | $655.8K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 7,130 | $654.7K | 0.03% | +7,130 | New |
| Atlas Wealth Partners, LLC | 7,127 | $654.0K | 0.75% | −35−0.5% | Reduced |
| Lathrop Investment Management Corp | 7,126 | $654.0K | 0.12% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 7,145 | $653.9K | 0.09% | +738+11.5% | Added |
| Country Trust Bank | 7,119 | $653.7K | 0.01% | −64−0.9% | Reduced |
| Richwood Investment Advisors, LLC | 7,108 | $652.7K | 0.54% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7,102 | $652.2K | 0.37% | +926+15.0% | Added |
| Peninsula Asset Management Inc | 7,090 | $651.1K | 0.34% | 00.0% | Unchanged |
| Sentry LLC | 7,085 | $650.6K | 0.13% | +4+0.1% | Added |
| Abound Wealth Management | 7,085 | $650.6K | 0.18% | +32+0.5% | Added |
| First Business Financial Services, Inc. | 7,050 | $647.4K | 0.06% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,028 | $646.2K | 0.11% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 7,038 | $646.0K | 0.04% | −405−5.4% | Reduced |
| First Dallas Securities Inc. | 7,020 | $644.6K | 0.25% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 7,014 | $644.1K | 0.11% | +50+0.7% | Added |
| Summit Asset Management, LLC | 6,995 | $642.3K | 0.10% | +1,249+21.7% | Added |
| Union Savings Bank | 6,796 | $642.1K | 0.29% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,991 | $642.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6,927 | $641.9K | 0.09% | −370−5.1% | Reduced |
| Conning Inc. | 6,974 | $640.4K | 0.02% | −259−3.6% | Reduced |
| Koss-Olinger Consulting, LLC | 6,929 | $636.3K | 0.05% | +51+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $632.7K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $632.2K | 0.12% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,863 | $630.2K | 0.20% | +204+3.1% | Added |
| Finward Bancorp | 6,856 | $629.6K | 0.50% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,849 | $628.9K | 0.05% | +78+1.2% | Added |
| Savvy Advisors, Inc. | 6,838 | $628.0K | 0.04% | +3,683+116.7% | Added |
| Flagship Harbor Advisors, LLC | 6,838 | $627.9K | 0.03% | −13−0.2% | Reduced |
| Boothbay Fund Management, LLC | 6,827 | $626.9K | 0.02% | −7,870−53.5% | Reduced |