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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 4,754 | $436.6K | 0.16% | +25+0.5% | Added |
| Univest Financial Corp | 4,751 | $436.3K | 0.03% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 4,747 | $435.9K | 0.23% | +5+0.1% | Added |
| OneAscent Family Office, LLC | 4,729 | $434.0K | 0.41% | −4,391−48.1% | Reduced |
| Bridges Investment Management Inc | 4,726 | $434.0K | 0.01% | +37+0.8% | Added |
| Camden Capital, LLC | 4,719 | $433.4K | 0.04% | −231−4.7% | Reduced |
| Boston Research & Management Inc | 4,710 | $432.5K | 0.10% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,703 | $431.9K | 0.04% | −155−3.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,697 | $431.3K | 0.02% | +106+2.3% | Added |
| Lokken Investment Group LLC | 4,697 | $431.3K | 0.17% | −264−5.3% | Reduced |
| Park Place Capital Corp | 4,672 | $431.2K | 0.10% | +692+17.4% | Added |
| Coppell Advisory Solutions LLC | 4,736 | $430.5K | 0.05% | +368+8.4% | Added |
| Syntegra Private Wealth Group, LLC | 4,681 | $429.9K | 0.04% | +105+2.3% | Added |
| Code Waechter LLC | 4,665 | $428.4K | 0.30% | +1,492+47.0% | Added |
| SageView Advisory Group, LLC | 4,529 | $427.1K | 0.02% | +343+8.2% | Added |
| Thomas Story & Son LLC | 4,650 | $427.0K | 0.16% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 4,638 | $425.9K | 0.05% | +4,638 | New |
| AdviceOne Advisory Services, LLC | 4,633 | $425.4K | 0.31% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,629 | $425.1K | 0.06% | 00.0% | Unchanged |
| Firestone Capital Management | 4,619 | $424.2K | 0.10% | +7+0.2% | Added |
| Duncker Streett & Co Inc | 4,615 | $423.8K | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 4,613 | $423.6K | 0.03% | −10,081−68.6% | Reduced |
| Quent Capital, LLC | 4,608 | $423.1K | 0.04% | +699+17.9% | Added |
| RB Capital Management, LLC | 4,600 | $422.4K | 0.10% | −129−2.7% | Reduced |
| Moseley Investment Management Inc | 4,591 | $421.6K | 0.15% | −846−15.6% | Reduced |
| MBM Wealth Consultants, LLC | 4,575 | $420.2K | 0.11% | +189+4.3% | Added |
| BCS Wealth Management | 4,572 | $420.0K | 0.09% | +4,572 | New |
| Adviser Investments LLC | 4,568 | $419.4K | 0.01% | +4,568 | New |
| Hummer Financial Advisory Services Inc | 4,550 | $417.8K | 0.31% | 00.0% | Unchanged |
| Willis Investment Counsel | 4,547 | $417.6K | 0.02% | −820−15.3% | Reduced |
| Archetype Wealth Partners | 4,546 | $417.0K | 0.06% | +291+6.8% | Added |
| Brighton Securities Corp. | 4,537 | $416.6K | 0.23% | −1,053−18.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,533 | $416.3K | 0.03% | −388−7.9% | Reduced |
| Green Harvest Asset Management LLC | 4,531 | $416.1K | 0.01% | −20−0.4% | Reduced |
| Hall Capital Management Co Inc | 4,527 | $415.7K | 0.18% | +912+25.2% | Added |
| Oppenheimer Asset Management Inc. | 4,525 | $415.5K | 0.00% | −120−2.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,523 | $415.4K | 0.04% | +71+1.6% | Added |
| Smith Anglin Financial, LLC | 4,521 | $415.2K | 0.04% | −50−1.1% | Reduced |
| KG&L Capital Management,LLC | 4,573 | $415.1K | 0.12% | −101−2.2% | Reduced |
| Seelaus Asset Management LLC | 4,513 | $414.4K | 0.37% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,511 | $414.3K | 0.35% | +195+4.5% | Added |
| West Tower Group, LLC | 4,500 | $413.2K | 0.90% | +4,500 | New |
| Auxano Advisors, LLC | 4,498 | $413.1K | 0.10% | +240+5.6% | Added |
| Wealth Advisory Team LLC | 4,490 | $412.3K | 0.39% | +4,490 | New |
| Orca Wealth Management, LLC | 4,487 | $412.0K | 0.35% | +7+0.2% | Added |
| Fortis Advisors, LLC | 4,475 | $410.9K | 0.26% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,472 | $410.6K | 0.02% | +1,587+55.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,472 | $410.6K | 0.13% | −1,157−20.6% | Reduced |
| Campion Asset Management LLC | 4,463 | $409.8K | 0.31% | −11−0.2% | Reduced |
| GeoWealth Management, LLC | 4,462 | $409.7K | 0.02% | +244+5.8% | Added |
| SNS Financial Group, LLC | 4,459 | $409.5K | 0.04% | +4+0.1% | Added |
| Investment House LLC | 4,458 | $409.4K | 0.02% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 4,457 | $409.3K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,456 | $409.2K | 0.13% | −250−5.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,475 | $408.4K | 0.08% | +400+9.8% | Added |
| Transcend Wealth Collective, LLC | 4,437 | $407.5K | 0.03% | −108−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,435 | $407.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of the South | 4,432 | $407.0K | 0.07% | +79+1.8% | Added |
| KMG Fiduciary Partners, LLC | 4,426 | $406.5K | 0.03% | +20.0% | Added |
| Crews Bank & Trust | 4,425 | $406.3K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,383 | $404.6K | 0.02% | −1,257−22.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,376 | $401.8K | 0.05% | −61−1.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,376 | $401.8K | 0.16% | −464−9.6% | Reduced |
| Plancorp, LLC | 4,370 | $401.3K | 0.01% | +374+9.4% | Added |
| Bullock Wealth Management Group | 4,346 | $401.1K | 0.21% | −637−12.8% | Reduced |
| Baader Bank INC | 4,384 | $400.0K | 0.03% | +1,344+44.2% | Added |
| Truvestments Capital LLC | 4,351 | $399.6K | 0.08% | −85−1.9% | Reduced |
| Flaharty Asset Management, LLC | 4,350 | $399.5K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,350 | $399.5K | 0.03% | +14+0.3% | Added |
| FineMark National Bank & Trust | 4,345 | $399.0K | 0.01% | −859−16.5% | Reduced |
| Paragon Private Wealth Management, LLC | 4,340 | $398.6K | 0.16% | +1,309+43.2% | Added |
| Claris Financial LLC | 4,315 | $396.3K | 0.30% | −245−5.4% | Reduced |
| Ferguson Shapiro LLC | 4,305 | $395.3K | 0.13% | +4,305 | New |
| Spectrum Wealth Advisory Group, LLC | 4,304 | $395.3K | 0.18% | +6+0.1% | Added |
| Palumbo Wealth Management LLC | 4,290 | $393.9K | 0.12% | +29+0.7% | Added |
| GEM Asset Management, LLC | 4,290 | $393.2K | 0.20% | +60+1.4% | Added |
| United Advisor Group, LLC | 4,275 | $392.6K | 0.07% | +10.0% | Added |
| Scotia Capital Inc. | 4,273 | $392.3K | 0.00% | −5−0.1% | Reduced |
| Hodges Capital Management Inc. | 4,250 | $390.3K | 0.04% | +100+2.4% | Added |
| Keynote Financial Services LLC | 4,238 | $389.2K | 0.26% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,230 | $388.4K | 0.06% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,227 | $388.2K | 0.25% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,097 | $388.0K | 0.10% | +30+0.7% | Added |
| Crestwood Advisors Group LLC | 4,209 | $386.6K | 0.01% | +755+21.9% | Added |
| Radnor Capital Management, LLC | 4,200 | $386.0K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,193 | $385.1K | 0.08% | +3+0.1% | Added |
| Asset Dedication, LLC | 4,193 | $385.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,184 | $384.2K | 0.04% | +49+1.2% | Added |
| Relyea Zuckerberg Hanson LLC | 4,176 | $383.4K | 0.04% | −383−8.4% | Reduced |
| Garde Capital, Inc. | 4,174 | $383.3K | 0.02% | 00.0% | Unchanged |
| Level Wealth Management LLC | 4,172 | $383.1K | 0.22% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,162 | $382.2K | 0.04% | −17−0.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,156 | $381.6K | 0.10% | +4,156 | New |
| Legacy Wealth Management, Inc | 4,143 | $380.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,128 | $379.1K | 0.05% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 4,112 | $377.6K | 0.16% | −222−5.1% | Reduced |
| Klingman & Associates, LLC | 4,111 | $377.5K | 0.02% | +189+4.8% | Added |
| Virtue Capital Management, LLC | 4,109 | $377.3K | 0.07% | −901−18.0% | Reduced |
| OneAscent Investment Solutions LLC | 4,108 | $377.0K | 0.40% | −1,443−26.0% | Reduced |