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 |
|---|---|---|---|---|---|
| American State Bank (Iowa) | 4,081 | $374.8K | 0.21% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,080 | $374.6K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,066 | $373.3K | 0.07% | −563−12.2% | Reduced |
| VeraBank, N.A. | 4,062 | $373.0K | 0.07% | +985+32.0% | Added |
| Hanson & Doremus Investment Management | 4,061 | $373.0K | 0.05% | 00.0% | Unchanged |
| Monument Capital Management | 4,059 | $372.7K | 0.10% | +4,059 | New |
| Stanley-Laman Group, Ltd. | 4,058 | $372.6K | 0.06% | +573+16.4% | Added |
| STAR Financial Bank | 4,055 | $372.4K | 0.24% | +34+0.8% | Added |
| Trilogy Capital Inc. | 4,052 | $372.1K | 0.02% | −122−2.9% | Reduced |
| Brown Financial Advisory | 4,043 | $371.3K | 0.20% | +1,240+44.2% | Added |
| American Financial Advisors, LLC | 4,042 | $371.2K | 0.05% | +21+0.5% | Added |
| United Community Bank | 4,030 | $370.1K | 0.13% | −1,185−22.7% | Reduced |
| World Equity Group, Inc. | 4,029 | $370.0K | 0.10% | −420−9.4% | Reduced |
| Sara-Bay Financial | 4,025 | $369.6K | 0.13% | +4,025 | New |
| Fagan Associates, Inc. | 4,011 | $368.4K | 0.06% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 4,005 | $367.8K | 0.04% | +150+3.9% | Added |
| ESL Trust Services, LLC | 4,000 | $367.3K | 0.08% | −43−1.1% | Reduced |
| Elmwood Wealth Management, Inc. | 4,000 | $367.3K | 0.15% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,988 | $366.2K | 0.26% | −295−6.9% | Reduced |
| 4WEALTH Advisors, Inc. | 3,983 | $365.7K | 0.38% | −35−0.9% | Reduced |
| BLB&B Advisors, LLC | 3,979 | $365.4K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,975 | $365.0K | 0.24% | −200−4.8% | Reduced |
| Huntleigh Advisors, Inc. | 3,970 | $364.6K | 0.07% | +8+0.2% | Added |
| Quotient Wealth Partners, LLC | 3,960 | $363.7K | 0.01% | +282+7.7% | Added |
| Financial Advisors, LLC | 3,945 | $362.3K | 0.07% | +33+0.8% | Added |
| Elite Financial, Inc. | 3,775 | $362.0K | 0.18% | −144−3.7% | Reduced |
| New Hampshire Trust | 3,936 | $361.4K | 0.08% | +393+11.1% | Added |
| Mogy Joel R Investment Counsel Inc | 3,933 | $361.2K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $361.0K | 0.14% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,929 | $360.8K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 3,928 | $360.7K | 0.02% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,886 | $356.8K | 0.07% | +359+10.2% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $356.2K | 0.19% | +3,879 | New |
| LCM Capital Management Inc | 3,877 | $356.0K | 0.18% | +54+1.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,872 | $355.6K | 0.16% | −106−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 3,861 | $354.6K | 0.05% | +149+4.0% | Added |
| Narwhal Capital Management | 3,859 | $354.4K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,853 | $353.9K | 0.04% | −32−0.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,853 | $353.8K | 0.01% | +357+10.2% | Added |
| Advisory Alpha, LLC | 3,840 | $352.6K | 0.01% | −104−2.6% | Reduced |
| Capital City Trust Co | 3,825 | $351.3K | 0.09% | −2,120−35.7% | Reduced |
| O'Brien Greene & Co. Inc | 3,821 | $350.9K | 0.11% | 00.0% | Unchanged |
| Enclave Advisors LLC | 3,807 | $349.6K | 0.06% | +281+8.0% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $349.1K | 0.10% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,798 | $348.7K | 0.06% | +2+0.1% | Added |
| King Wealth | 3,783 | $347.0K | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,772 | $346.4K | 0.07% | +1,271+50.8% | Added |
| Pinnacle Bancorp, Inc. | 3,771 | $346.3K | 0.11% | −260−6.5% | Reduced |
| Second Half Financial Partners, LLC | 3,761 | $345.3K | 0.16% | +3,761 | New |
| Sovran Advisors, LLC | 3,771 | $344.1K | 0.04% | −388−9.3% | Reduced |
| Catalyst Financial Partners LLC | 3,743 | $343.7K | 0.04% | +501+15.5% | Added |
| Ellis Investment Partners, LLC | 3,736 | $343.0K | 0.07% | +19+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 3,725 | $342.1K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,712 | $340.8K | 0.04% | +196+5.6% | Added |
| Proficio Capital Partners LLC | 3,698 | $339.6K | 0.02% | +99+2.8% | Added |
| Soltis Investment Advisors LLC | 3,696 | $339.4K | 0.03% | +741+25.1% | Added |
| Premier Path Wealth Partners, LLC | 3,687 | $338.6K | 0.05% | +304+9.0% | Added |
| New Republic Capital, LLC | 3,684 | $338.3K | 0.12% | +159+4.5% | Added |
| Retirement Income Solutions, Inc | 3,673 | $337.3K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,670 | $337.1K | 0.09% | −496−11.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,670 | $337.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 3,662 | $336.3K | 0.09% | −210−5.4% | Reduced |
| Insigneo Advisory Services, LLC | 3,661 | $336.2K | 0.03% | +412+12.7% | Added |
| Madden Securities Corp | 3,658 | $335.9K | 0.11% | −3,092−45.8% | Reduced |
| Royal Fund Management, LLC | 3,640 | $334.3K | 0.04% | +387+11.9% | Added |
| Shufro Rose & Co LLC | 3,627 | $333.5K | 0.03% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 3,628 | $333.1K | 0.21% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 3,472 | $333.0K | 0.15% | −473−12.0% | Reduced |
| Latitude Advisors, LLC | 3,623 | $332.7K | 0.17% | −13−0.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 3,615 | $332.0K | 0.06% | −876−19.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,607 | $331.2K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,599 | $330.5K | 0.05% | −7−0.2% | Reduced |
| Requisite Capital Management, LLC | 3,595 | $330.1K | 0.07% | −549−13.2% | Reduced |
| IFC Advisors LLC | 3,595 | $330.1K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 3,586 | $329.3K | 0.03% | −26,593−88.1% | Reduced |
| Cromwell Holdings LLC | 3,586 | $329.3K | 0.20% | +127+3.7% | Added |
| Uniting Wealth Partners, LLC | 3,583 | $329.0K | 0.13% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,578 | $328.6K | 0.03% | +3,578 | New |
| Stonebridge Capital Advisors LLC | 3,575 | $328.3K | 0.02% | +123+3.6% | Added |
| First Citizens Financial Corp | 3,555 | $326.5K | 0.18% | −37−1.0% | Reduced |
| FLC Capital Advisors | 3,548 | $325.8K | 0.07% | −292−7.6% | Reduced |
| Private Wealth Asset Management, LLC | 3,543 | $325.4K | 0.04% | −40−1.1% | Reduced |
| Investment Advisory Services Inc | 3,517 | $323.0K | 0.11% | +291+9.0% | Added |
| Resonant Capital Advisors, LLC | 3,513 | $322.6K | 0.02% | +852+32.0% | Added |
| Aspen Grove Capital, LLC | 3,512 | $322.5K | 0.05% | −21−0.6% | Reduced |
| Sentry Investment Management LLC | 3,530 | $322.0K | 0.18% | 00.0% | Unchanged |
| St. Louis Trust Co | 3,500 | $321.4K | 0.04% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,498 | $321.2K | 0.15% | −362−9.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,496 | $321.0K | 0.22% | +338+10.7% | Added |
| Wealth Management Nebraska | 3,531 | $321.0K | 0.04% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 3,488 | $320.3K | 0.08% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,485 | $320.0K | 0.13% | +181+5.5% | Added |
| Satovsky Asset Management LLC | 3,475 | $319.1K | 0.07% | +29+0.8% | Added |
| WealthBridge Capital Management, LLC | 3,460 | $317.7K | 0.08% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,450 | $316.8K | 0.36% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,442 | $316.0K | 0.12% | +238+7.4% | Added |
| Appleton Partners Inc | 3,423 | $314.0K | 0.02% | −773−18.4% | Reduced |
| Patriot Investment Management Inc. | 3,409 | $313.0K | 0.02% | +210+6.6% | Added |
| Phoenix Holdings Ltd. | 3,398 | $311.7K | 0.00% | −1,174−25.7% | Reduced |
| Leslie Global Wealth, LLC | 3,386 | $310.9K | 0.17% | +7+0.2% | Added |