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 |
|---|---|---|---|---|---|
| Islay Capital Management, LLC | 6,809 | $625.3K | 0.40% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 6,803 | $624.8K | 0.23% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 6,794 | $623.9K | 0.15% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,768 | $622.0K | 0.02% | −1,601−19.1% | Reduced |
| Midland Wealth Advisors LLC | 6,748 | $619.7K | 0.03% | −836−11.0% | Reduced |
| Spirit of America Management Corp | 6,700 | $615.3K | 0.13% | +800+13.6% | Added |
| Davidson Trust Co | 6,662 | $611.8K | 0.28% | −383−5.4% | Reduced |
| Builder Investment Group Inc | 6,662 | $611.8K | 0.15% | 00.0% | Unchanged |
| American National Bank | 6,649 | $610.6K | 0.06% | +4,554+217.4% | Added |
| Cidel Asset Management Inc | 6,638 | $609.6K | 0.04% | −228−3.3% | Reduced |
| L.M. Kohn & Company | 6,605 | $606.5K | 0.16% | −8,605−56.6% | Reduced |
| Elevate Wealth Advisory, Inc | 6,603 | $606.4K | 0.43% | +417+6.7% | Added |
| Brady Family Wealth, LLC | 6,580 | $604.2K | 0.19% | 00.0% | Unchanged |
| CVFG LLC | 6,550 | $601.5K | 0.48% | 00.0% | Unchanged |
| Congress Asset Management Co | 6,533 | $599.9K | 0.00% | −325−4.7% | Reduced |
| Beta Wealth Group, Inc. | 6,527 | $599.4K | 0.22% | −97−1.5% | Reduced |
| Intrua Financial, LLC | 6,521 | $598.8K | 0.09% | +614+10.4% | Added |
| Cyndeo Wealth Partners, LLC | 6,514 | $598.2K | 0.04% | −36−0.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,264 | $595.0K | 0.17% | −186−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,470 | $594.1K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 6,467 | $593.9K | 0.15% | +1,038+19.1% | Added |
| Thrive Wealth Management, LLC | 6,456 | $592.9K | 0.10% | +322+5.2% | Added |
| River Wealth Advisors LLC | 6,454 | $592.7K | 0.07% | −42−0.6% | Reduced |
| Syverson Strege & Co | 6,418 | $589.3K | 0.14% | +2,092+48.4% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $587.4K | 0.06% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 6,374 | $585.0K | 0.14% | −36−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,361 | $584.1K | 0.07% | −179−2.7% | Reduced |
| Thoroughbred Financial Services, LLC | 6,349 | $583.0K | 0.04% | −3,903−38.1% | Reduced |
| Jump Financial, LLC | 6,348 | $582.9K | 0.01% | −11,233−63.9% | Reduced |
| Strategies Wealth Advisors, LLC | 6,337 | $581.9K | 0.06% | +20.0% | Added |
| Howe & Rusling Inc | 6,328 | $581.1K | 0.04% | +157+2.5% | Added |
| Mindset Wealth Management, LLC | 6,325 | $580.9K | 0.19% | +969+18.1% | Added |
| Mirador Capital Partners LP | 6,320 | $580.4K | 0.09% | +376+6.3% | Added |
| Broyhill Asset Management | 6,317 | $580.1K | 0.53% | 00.0% | Unchanged |
| SFMG, LLC | 6,309 | $579.4K | 0.04% | −419−6.2% | Reduced |
| BCR Wealth Strategies, LLC | 6,292 | $577.0K | 0.22% | +7+0.1% | Added |
| Trust Co of Virginia | 6,268 | $575.6K | 0.05% | −156−2.4% | Reduced |
| 3Chopt Investment Partners, LLC | 6,261 | $574.9K | 0.14% | +225+3.7% | Added |
| Austin Private Wealth, LLC | 6,241 | $573.1K | 0.05% | +385+6.6% | Added |
| Heritage Wealth Advisors | 6,229 | $572.0K | 0.03% | +125+2.0% | Added |
| Bill Few Associates, Inc. | 6,227 | $571.9K | 0.16% | −97−1.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 6,225 | $571.6K | 0.40% | +27+0.4% | Added |
| PFW Advisors LLC | 6,200 | $569.4K | 0.18% | +86+1.4% | Added |
| Aaron Wealth Advisors | 6,200 | $569.3K | 0.06% | −118−1.9% | Reduced |
| Summitry LLC | 6,164 | $566.0K | 0.03% | +14+0.2% | Added |
| Fortress Private Ledger, LLC | 6,158 | $565.5K | 0.26% | +355+6.1% | Added |
| Citizens Business Bank | 6,143 | $564.1K | 0.11% | −155−2.5% | Reduced |
| United Capital Management of KS, Inc. | 6,132 | $563.1K | 0.09% | +134+2.2% | Added |
| Nilsine Partners, LLC | 6,103 | $560.4K | 0.06% | −178−2.8% | Reduced |
| LCNB Corp | 6,095 | $559.7K | 0.20% | −200−3.2% | Reduced |
| Forum Financial Management, LP | 6,089 | $559.2K | 0.01% | +990+19.4% | Added |
| Welch & Forbes LLC | 6,062 | $556.7K | 0.01% | −287−4.5% | Reduced |
| Reliant Investment Partners, LLC | 6,042 | $554.9K | 0.48% | +10.0% | Added |
| Capstone Wealth Management, LLC | 6,039 | $554.6K | 0.49% | +4+0.1% | Added |
| Cranbrook Wealth Management, LLC | 6,036 | $554.3K | 0.12% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 6,034 | $554.1K | 0.17% | +17+0.3% | Added |
| PDS Planning, Inc | 6,034 | $554.1K | 0.04% | +2,504+70.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,030 | $553.8K | 0.12% | 00.0% | Unchanged |
| Integras Partners LLC | 6,025 | $553.3K | 0.56% | 00.0% | Unchanged |
| Drake & Associates, LLC | 6,015 | $552.4K | 0.14% | +797+15.3% | Added |
| Partners Wealth Management, LLC | 6,012 | $552.1K | 0.63% | 00.0% | Unchanged |
| Orion Investment Co | 6,011 | $552.0K | 0.20% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,008 | $551.7K | 0.16% | 00.0% | Unchanged |
| Red Wave Investments LLC | 6,007 | $551.7K | 0.18% | +33+0.6% | Added |
| Worth Financial Advisory Group, LLC | 5,997 | $550.7K | 0.34% | +1,970+48.9% | Added |
| Quantitative Investment Management, LLC | 5,994 | $550.0K | 0.07% | +5,994 | New |
| Legacy Financial Strategies, LLC | 5,975 | $548.7K | 0.11% | −19−0.3% | Reduced |
| Verus Financial Partners, Inc. | 5,950 | $547.2K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,957 | $547.0K | 0.03% | +334+5.9% | Added |
| Clarius Group, LLC | 5,915 | $543.2K | 0.03% | −587−9.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,902 | $542.0K | 0.20% | +290+5.2% | Added |
| Kapstone Financial Advisors LLC | 5,885 | $540.4K | 0.27% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 5,876 | $539.6K | 0.14% | −7,356−55.6% | Reduced |
| Schulhoff & Co Inc | 5,875 | $539.5K | 0.24% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,872 | $539.2K | 0.01% | +1,979+50.8% | Added |
| OMC Financial Services LTD | 5,867 | $538.8K | 0.22% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 5,864 | $538.5K | 0.23% | −129−2.2% | Reduced |
| Diligent Investors, LLC | 5,859 | $538.0K | 0.13% | +4+0.1% | Added |
| Keebeck Wealth Management, LLC | 5,858 | $537.9K | 0.07% | +467+8.7% | Added |
| Cross Staff Investments Inc | 5,835 | $535.8K | 0.40% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,833 | $535.6K | 0.23% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,784 | $531.1K | 0.25% | +6+0.1% | Added |
| Knollwood Investment Advisory, LLC | 5,776 | $530.4K | 0.05% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,772 | $530.0K | 0.04% | +7+0.1% | Added |
| TownSquare Capital, LLC | 5,761 | $529.0K | 0.05% | −25,598−81.6% | Reduced |
| Charter Trust Co | 5,757 | $528.7K | 0.03% | −50−0.9% | Reduced |
| Hickory Point Bank & Trust | 5,743 | $527.4K | 0.43% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,720 | $525.3K | 0.04% | +5,720 | New |
| Ballew Advisors, Inc | 5,738 | $525.1K | 0.31% | +8+0.1% | Added |
| Motco | 5,554 | $524.7K | 0.05% | −175−3.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,710 | $524.3K | 0.31% | +120+2.1% | Added |
| Vista Investment Partners II, LLC | 5,701 | $523.5K | 0.25% | +109+1.9% | Added |
| Moody National Bank Trust Division | 5,676 | $521.2K | 0.05% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,675 | $521.1K | 0.05% | −1,500−20.9% | Reduced |
| Legacy Financial Advisors, Inc. | 5,663 | $520.0K | 0.08% | +238+4.4% | Added |
| TCI Wealth Advisors, Inc. | 5,652 | $519.0K | 0.04% | +1,220+27.5% | Added |
| Fee-Only Financial Planning, L.C. | 5,650 | $518.8K | 0.32% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5,645 | $518.4K | 0.10% | −307−5.2% | Reduced |
| Davy Global Fund Management Ltd | 5,625 | $516.5K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 5,623 | $516.4K | 0.10% | +5,353+1,982.6% | Added |