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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 3,384 | $310.7K | 0.18% | −110−3.1% | Reduced |
| Financial Harvest, LLC | 3,363 | $308.8K | 0.23% | +3,363 | New |
| Madrona Financial Services, LLC | 3,353 | $307.9K | 0.07% | +824+32.6% | Added |
| Magnolia Wealth Management, LLC | 3,342 | $306.9K | 0.20% | +41+1.2% | Added |
| Cedar Mountain Advisors, LLC | 3,341 | $306.8K | 0.06% | +27+0.8% | Added |
| DF Dent & Co Inc | 3,341 | $306.8K | 0.00% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 3,330 | $305.8K | 0.02% | −3−0.1% | Reduced |
| First Foundation Advisors | 3,314 | $304.3K | 0.01% | +3,314 | New |
| Alpha Omega Wealth Management LLC | 3,307 | $303.7K | 0.05% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,305 | $303.6K | 0.12% | −22−0.7% | Reduced |
| Lloyd Advisory Services, LLC. | 3,305 | $303.5K | 0.15% | −422−11.3% | Reduced |
| Mallini Complete Financial Planning LLC | – | $303.2K | 0.38% | – | – |
| Warwick Investment Management, Inc. | 3,294 | $302.5K | 0.06% | +221+7.2% | Added |
| FCG Investment Co | 3,292 | $302.3K | 0.16% | −4,914−59.9% | Reduced |
| Summit Wealth Partners, LLC | 3,290 | $302.1K | 0.06% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,280 | $301.2K | 0.06% | +10.0% | Added |
| RMB Capital Management, LLC | 3,276 | $300.8K | 0.01% | +911+38.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $300.7K | 0.37% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 3,274 | $300.6K | 0.10% | +160+5.1% | Added |
| LOM Asset Management Ltd | 3,265 | $300.0K | 0.10% | +3,265 | New |
| SkyOak Wealth, LLC | 3,265 | $299.8K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,261 | $299.5K | 0.12% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,255 | $299.3K | 0.13% | +3,255 | New |
| May Hill Capital, LLC | 3,255 | $298.9K | 0.10% | +118+3.8% | Added |
| Petros Family Wealth, LLC | 3,253 | $298.7K | 0.27% | +14+0.4% | Added |
| MUFG Securities EMEA plc | 3,248 | $298.3K | 0.01% | +3,248 | New |
| Insight Advisors, LLC | 3,247 | $298.2K | 0.05% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 3,246 | $298.1K | 0.24% | −1,219−27.3% | Reduced |
| Neville Rodie & Shaw Inc | 3,245 | $298.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,231 | $296.7K | 0.06% | +60+1.9% | Added |
| Worth Asset Management, LLC | 3,228 | $296.4K | 0.15% | +100+3.2% | Added |
| Intellus Advisors LLC | 3,225 | $296.2K | 0.04% | +323+11.1% | Added |
| Private Capital Advisors, Inc. | 3,200 | $293.9K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,198 | $293.7K | 0.10% | −77−2.4% | Reduced |
| Biltmore Wealth Management, LLC | 3,196 | $293.5K | 0.12% | +2+0.1% | Added |
| Zhang Financial LLC | 3,195 | $293.4K | 0.01% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,194 | $293.3K | 0.19% | +13+0.4% | Added |
| Coastline Trust Co | 3,188 | $292.8K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,091 | $292.7K | 0.18% | +561+22.2% | Added |
| Baron Wealth Management LLC | 3,174 | $291.5K | 0.10% | +386+13.8% | Added |
| Ironsides Asset Advisors, LLC | 3,171 | $291.2K | 0.08% | +141+4.7% | Added |
| Davis Investment Partners, LLC | 3,153 | $291.0K | 0.10% | −2,137−40.4% | Reduced |
| Wela Strategies, Inc. | 3,162 | $290.3K | 0.11% | +2+0.1% | Added |
| Gilman Hill Asset Management, LLC | 3,159 | $290.1K | 0.05% | +44+1.4% | Added |
| Eagle Wealth Strategies LLC | 3,156 | $289.8K | 0.16% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,150 | $289.3K | 0.07% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,150 | $289.0K | 0.13% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,145 | $288.8K | 0.18% | +96+3.1% | Added |
| First American Trust, FSB | 3,141 | $288.5K | 0.02% | −377−10.7% | Reduced |
| Aurdan Capital Management, LLC | 3,139 | $288.3K | 0.10% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,123 | $286.8K | 0.05% | +8+0.3% | Added |
| Exchange Capital Management, Inc. | 3,120 | $286.5K | 0.04% | +251+8.7% | Added |
| AMG National Trust Bank | 3,112 | $285.9K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,112 | $285.8K | 0.04% | +8+0.3% | Added |
| Financial Partners Group, Inc | 3,111 | $285.7K | 0.04% | −33−1.0% | Reduced |
| Kaydan Wealth Management, Inc. | 3,111 | $285.7K | 0.09% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,107 | $285.3K | 0.01% | +17+0.6% | Added |
| Brendel Financial Advisors LLC | 3,100 | $285.0K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Co | 3,098 | $284.5K | 0.04% | −5−0.2% | Reduced |
| Philip James Wealth Mangement, LLC | 3,096 | $284.3K | 0.04% | −324−9.5% | Reduced |
| MJP Associates Inc | 3,084 | $283.2K | 0.04% | +320+11.6% | Added |
| Choate Investment Advisors | 3,060 | $281.0K | 0.01% | −156−4.9% | Reduced |
| Peak Asset Management, LLC | 3,060 | $281.0K | 0.05% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,058 | $280.9K | 0.22% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,042 | $279.4K | 0.01% | +14+0.5% | Added |
| Financial Partners Group, LLC | 3,037 | $278.9K | 0.10% | −2,677−46.8% | Reduced |
| BCS Private Wealth Management, Inc. | 3,030 | $278.0K | 0.10% | +3,030 | New |
| MBB Public Markets I LLC | 3,027 | $278.0K | 0.03% | −663−18.0% | Reduced |
| Rossmore Private Capital | 3,024 | $277.7K | 0.03% | −140−4.4% | Reduced |
| Maia Wealth LLC | 3,022 | $277.6K | 0.05% | +3,022 | New |
| Grandview Asset Management LLC | 3,013 | $277.0K | 0.09% | +5+0.2% | Added |
| Berry Wealth Group, LP | 3,016 | $276.9K | 0.19% | +50+1.7% | Added |
| Nalls Sherbakoff Group, LLC | 3,013 | $276.7K | 0.20% | −344−10.2% | Reduced |
| J Hagan Capital, Inc. | 2,910 | $275.8K | 0.19% | +2,910 | New |
| Investors Asset Management of Georgia Inc | 3,002 | $275.7K | 0.13% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $275.6K | 0.10% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,000 | $275.5K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $275.5K | 0.19% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,000 | $275.5K | 0.19% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 3,000 | $275.5K | 0.01% | +3,000 | New |
| Peak Retirement Planning, Inc. | 2,998 | $275.3K | 0.11% | +40+1.4% | Added |
| Princeton Global Asset Management LLC | 2,997 | $275.2K | 0.05% | +412+15.9% | Added |
| First Financial Bankshares Inc | 2,993 | $274.8K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,990 | $274.6K | 0.13% | +11+0.4% | Added |
| Gerber, LLC | 2,989 | $274.5K | 0.19% | +5+0.2% | Added |
| Westside Investment Management, Inc. | 2,984 | $274.2K | 0.05% | +302+11.3% | Added |
| USAdvisors Wealth Management, LLC | 2,989 | $274.0K | 0.10% | −338−10.2% | Reduced |
| Davis R M Inc | 2,982 | $273.8K | 0.01% | −42−1.4% | Reduced |
| Luts & Greenleigh Group, Inc | 2,979 | $273.5K | 0.26% | +3+0.1% | Added |
| Lazari Capital Management, Inc. | 2,962 | $272.0K | 0.10% | +12+0.4% | Added |
| KRS Capital Management, LLC | 2,961 | $271.9K | 0.18% | −39−1.3% | Reduced |
| Athena Investment Management | 2,958 | $271.6K | 0.15% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,957 | $271.5K | 0.01% | +131+4.6% | Added |
| Gryphon Financial Partners LLC | 2,954 | $271.3K | 0.04% | −63−2.1% | Reduced |
| Beck Mack & Oliver LLC | 2,950 | $270.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,942 | $270.2K | 0.03% | +316+12.0% | Added |
| Glass Wealth Management Co LLC | 2,940 | $270.0K | 0.14% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,936 | $269.6K | 0.09% | +12+0.4% | Added |
| Harvey Investment Co LLC | 2,926 | $269.0K | 0.03% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,916 | $267.8K | 0.10% | +448+18.2% | Added |