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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 5,622 | $516.3K | 0.02% | −3,082−35.4% | Reduced |
| Stratos Wealth Advisors, LLC | 5,605 | $514.7K | 0.03% | −18−0.3% | Reduced |
| Hartford Financial Management Inc. | 5,600 | $514.2K | 0.14% | −26,600−82.6% | Reduced |
| SCS Capital Management LLC | 5,597 | $513.9K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,584 | $512.7K | 0.11% | −33−0.6% | Reduced |
| Atlas Brown,Inc. | 5,554 | $510.1K | 0.16% | −623−10.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,546 | $509.3K | 0.06% | −47−0.8% | Reduced |
| 1st Source Bank | 5,518 | $506.7K | 0.03% | +1,368+33.0% | Added |
| IVC Wealth Advisors LLC | 5,504 | $505.4K | 0.25% | −212−3.7% | Reduced |
| David Loasby | 5,317 | $505.1K | 0.04% | +102+2.0% | Added |
| Acadian Asset Management LLC | 5,528 | $504.0K | 0.00% | +4,619+508.1% | Added |
| Donald L. Hagan, LLC | 5,484 | $503.6K | 0.25% | −10.0% | Reduced |
| Doliver Advisors, LP | 5,478 | $503.0K | 0.14% | −100−1.8% | Reduced |
| Colonial Trust Advisors | 5,469 | $502.2K | 0.04% | +187+3.5% | Added |
| Mathes Company, Inc. | 5,450 | $500.0K | 0.19% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,442 | $499.7K | 0.10% | +42+0.8% | Added |
| Calton & Associates, Inc. | 5,439 | $499.5K | 0.09% | +2,245+70.3% | Added |
| Consolidated Portfolio Review Corp | 5,436 | $499.1K | 0.07% | +223+4.3% | Added |
| Triton Wealth Management, PLLC | 5,250 | $498.8K | 0.21% | +5,250 | New |
| Good Steward Wealth Advisors,LLC | 5,415 | $497.3K | 0.39% | −1,151−17.5% | Reduced |
| Bridgewater Advisors Inc. | 5,336 | $496.9K | 0.04% | +330+6.6% | Added |
| Summit Wealth Group LLC | 5,402 | $496.1K | 0.12% | +5,402 | New |
| Moss Adams Wealth Advisors LLC | 5,401 | $496.0K | 0.05% | +77+1.4% | Added |
| BOS Asset Management, LLC | 5,400 | $495.9K | 0.16% | 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 |
| Clarity Wealth Development LLC | 5,396 | $495.5K | 0.49% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,395 | $495.0K | 0.34% | −10−0.2% | Reduced |
| Asset Planning Corporation | 5,390 | $495.0K | 0.26% | −1,845−25.5% | Reduced |
| MBL Wealth, LLC | 5,376 | $493.7K | 0.05% | +315+6.2% | Added |
| TruWealth Advisors, LLC | 5,369 | $493.0K | 0.03% | −10.0% | Reduced |
| Cozad Asset Management Inc | 5,350 | $491.3K | 0.04% | +200+3.9% | Added |
| EWG Elevate Inc. | 5,316 | $488.2K | 0.15% | +649+13.9% | Added |
| Tributary Capital Management, LLC | 5,315 | $488.1K | 0.04% | −100−1.8% | Reduced |
| Drive Wealth Management, LLC | 5,309 | $487.5K | 0.11% | +688+14.9% | Added |
| Pure Financial Advisors, Inc. | 5,294 | $486.1K | 0.01% | +2,170+69.5% | Added |
| Valued Retirements, Inc. | 5,286 | $485.4K | 0.55% | +410+8.4% | Added |
| Cornerstone Advisory, LLC | 5,276 | $484.5K | 0.05% | +75+1.4% | Added |
| Bey-Douglas LLC | 5,266 | $483.6K | 0.29% | +843+19.1% | Added |
| Hartline Investment Corp | 5,260 | $483.0K | 0.05% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,250 | $482.1K | 0.09% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,249 | $482.1K | 0.24% | −150−2.8% | Reduced |
| Prosperity Financial Group, Inc. | 5,245 | $481.6K | 0.20% | −1,240−19.1% | Reduced |
| First National Bank & Trust Co of Newtown | 5,235 | $480.7K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,224 | $479.7K | 0.06% | +86+1.7% | Added |
| Summit Financial Wealth Advisors, LLC | 5,197 | $477.2K | 0.09% | −150−2.8% | Reduced |
| Eastover Investment Advisors LLC | 5,185 | $476.1K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,184 | $476.0K | 0.27% | −240−4.4% | Reduced |
| Integrity Alliance, LLC. | 5,179 | $475.5K | 0.03% | −6,604−56.0% | Reduced |
| Retirement Planning Group | 5,176 | $475.3K | 0.02% | −32−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 5,171 | $474.9K | 0.02% | −10.0% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $473.8K | 0.30% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,138 | $471.8K | 0.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 5,131 | $471.2K | 0.03% | −1,259−19.7% | Reduced |
| Sigma Investment Counselors Inc | 5,130 | $471.1K | 0.03% | −47−0.9% | Reduced |
| Inscription Capital, LLC | 5,089 | $467.4K | 0.07% | +811+19.0% | Added |
| Monograph Wealth Advisors, LLC | 5,088 | $467.2K | 0.06% | +5,088 | New |
| Nikulski Financial, Inc. | 5,078 | $466.3K | 0.13% | +341+7.2% | Added |
| Cohen Investment Advisors LLC | 5,077 | $466.2K | 0.24% | −362−6.7% | Reduced |
| Patten Group, Inc. | 5,067 | $465.3K | 0.10% | −2,007−28.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $465.0K | 0.09% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 5,061 | $464.8K | 0.09% | +632+14.3% | Added |
| JB Capital LLC | 5,059 | $464.6K | 0.02% | +40+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 5,057 | $464.3K | 0.03% | +245+5.1% | Added |
| Cornerstone Wealth Management, LLC | 5,047 | $463.4K | 0.03% | −329−6.1% | Reduced |
| Sunbelt Securities, Inc. | 5,626 | $463.1K | 0.04% | +1,582+39.1% | Added |
| Argent Advisors, Inc. | 5,040 | $462.8K | 0.14% | +38+0.8% | Added |
| Capital Investment Counsel, Inc | 5,038 | $462.6K | 0.06% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,036 | $462.4K | 0.25% | −5−0.1% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $462.4K | 0.34% | −217−4.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,025 | $462.0K | 0.18% | +5,025 | New |
| Investment Planning Advisors, Inc. | 5,011 | $460.2K | 0.16% | +1,276+34.2% | 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 |
| Holistic Planning, LLC | 4,988 | $458.0K | 0.13% | +20.0% | Added |
| Gratus Wealth Advisors, LLC | 4,980 | $457.3K | 0.07% | −1,030−17.1% | Reduced |
| Rise Advisors, LLC | 4,954 | $455.0K | 0.18% | −119−2.3% | Reduced |
| Fusion Capital, LLC | 4,953 | $454.9K | 0.16% | +1,278+34.8% | Added |
| Cooper Financial Group | 4,953 | $454.8K | 0.05% | +977+24.6% | Added |
| Veracity Capital LLC | 4,940 | $453.6K | 0.16% | −170−3.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,937 | $453.4K | 0.03% | +52+1.1% | Added |
| Bank of New Hampshire | 4,932 | $452.9K | 0.11% | +1,639+49.8% | Added |
| Independent Financial Group, LLC | 4,928 | $452.5K | 0.01% | +369+8.1% | Added |
| Wealth Management Associates, Inc. | 4,923 | $452.1K | 0.18% | +130+2.7% | Added |
| Lee Danner & Bass Inc | 4,920 | $451.8K | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,905 | $450.4K | 0.07% | +285+6.2% | Added |
| Blueshift Asset Management, LLC | 4,892 | $449.2K | 0.14% | +4,892 | New |
| Cypress Capital Group | 4,883 | $448.4K | 0.06% | −417−7.9% | Reduced |
| Gentry Private Wealth, LLC | 4,877 | $447.9K | 0.34% | +29+0.6% | Added |
| Manske Wealth Management | 4,877 | $447.8K | 0.15% | +157+3.3% | Added |
| Cim Investment Mangement Inc | 4,850 | $445.4K | 0.08% | −20−0.4% | Reduced |
| Arrow Financial Corp | 4,848 | $445.2K | 0.05% | +4,848 | New |
| Wealth Quarterback LLC | 4,837 | $444.1K | 0.21% | −242−4.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,833 | $443.8K | 0.07% | +35+0.7% | Added |
| MKT Advisors LLC | 4,793 | $442.4K | 0.18% | +9+0.2% | Added |
| CMG Global Holdings, LLC | 4,660 | $439.4K | 0.23% | 00.0% | Unchanged |
| Outfitter Financial LLC | 4,780 | $438.9K | 0.37% | +2,315+93.9% | Added |
| Nadler Financial Group, Inc. | 4,775 | $438.5K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,772 | $438.2K | 0.10% | −222−4.4% | Reduced |
| McGowan Group Asset Management, Inc. | 4,758 | $436.9K | 0.06% | +20.0% | Added |