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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 2,915 | $267.7K | 0.04% | −3−0.1% | Reduced |
| Berkshire Bank | 2,915 | $267.7K | 0.06% | −203−6.5% | Reduced |
| Dover Advisors, LLC | 2,911 | $267.3K | 0.12% | −240−7.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,908 | $267.0K | 0.09% | +328+12.7% | Added |
| FSA Wealth Management LLC | 2,900 | $266.3K | 0.10% | +88+3.1% | Added |
| WealthTrust Asset Management, LLC | 2,895 | $265.8K | 0.20% | −389−11.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,892 | $265.5K | 0.17% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 2,888 | $265.2K | 0.20% | +9+0.3% | Added |
| Councilmark Asset Management, LLC | 2,883 | $264.7K | 0.17% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,879 | $264.4K | 0.09% | +125+4.5% | Added |
| Hamilton Point Investment Advisors, LLC | 2,878 | $264.3K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,877 | $264.2K | 0.03% | +3+0.1% | Added |
| Onefund, LLC | 2,873 | $264.0K | 0.19% | −23−0.8% | Reduced |
| Forefront Wealth Management Inc. | 2,874 | $263.9K | 0.21% | +2+0.1% | Added |
| Great Diamond Partners, LLC | 2,874 | $263.9K | 0.06% | +2,874 | New |
| Cannon Wealth Management Services, LLC | 2,864 | $263.0K | 0.21% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,862 | $262.8K | 0.03% | +154+5.7% | Added |
| Turning Point Benefit Group, Inc. | 2,861 | $262.7K | 0.20% | +47+1.7% | Added |
| Chelsea Counsel Co | 2,855 | $262.2K | 0.13% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 2,850 | $261.7K | 0.04% | +2,850 | New |
| Ardent Capital Management, Inc. | 2,842 | $261.0K | 0.13% | −140−4.7% | Reduced |
| Beacon Financial Advisory LLC | 2,838 | $260.6K | 0.07% | +2,838 | New |
| Argus Investors' Counsel, Inc. | 2,833 | $260.2K | 0.18% | −216−7.1% | Reduced |
| MBE Wealth Management, LLC | 2,829 | $259.8K | 0.11% | +2+0.1% | Added |
| Strategic Advisors LLC | 2,822 | $259.1K | 0.05% | −121−4.1% | Reduced |
| Haven Capital Group, Inc. | 2,825 | $259.0K | 0.23% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,819 | $258.8K | 0.07% | −202−6.7% | Reduced |
| E Fund Management Co., Ltd. | 2,812 | $258.2K | 0.01% | −5−0.2% | Reduced |
| NorthStar Asset Management LLC | 2,808 | $257.9K | 0.14% | +60+2.2% | Added |
| Peoples Bank | 2,800 | $257.1K | 0.17% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,797 | $256.8K | 0.04% | −202−6.7% | Reduced |
| Optimize Financial Inc | 2,796 | $256.8K | 0.16% | −20−0.7% | Reduced |
| Cultivar Capital, Inc. | 2,795 | $256.7K | 0.19% | +2,795 | New |
| V. M. Manning & Co., Inc. | 2,780 | $256.6K | 0.28% | +2,780 | New |
| Searcy Financial Services Inc | 2,794 | $256.6K | 0.10% | −224−7.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,794 | $256.0K | 0.07% | −13−0.5% | Reduced |
| Gradient Investments LLC | 2,785 | $255.7K | 0.00% | +60+2.2% | Added |
| Frederick Financial Consultants, LLC | 2,783 | $255.6K | 0.16% | +454+19.5% | Added |
| Evanson Asset Management, LLC | 2,779 | $255.2K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,778 | $255.1K | 0.00% | −50−1.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,773 | $254.6K | 0.20% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,770 | $254.4K | 0.02% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,765 | $253.9K | 0.17% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,763 | $253.7K | 0.03% | −143−4.9% | Reduced |
| Northwest Bancshares, Inc. | 2,756 | $253.1K | 0.04% | −111−3.9% | Reduced |
| Liberty Capital Management, Inc. | 2,756 | $253.1K | 0.05% | +314+12.9% | Added |
| Legacy Edge Advisors, LLC | 2,729 | $250.6K | 0.03% | +15+0.6% | Added |
| Rodgers & Associates, LTD | 2,728 | $250.5K | 0.03% | +23+0.9% | Added |
| Maripau Wealth Management LLC | 2,722 | $250.0K | 0.13% | +52+1.9% | Added |
| waypoint wealth counsel | 2,721 | $249.9K | 0.12% | +283+11.6% | Added |
| Pavion Blue Capital, LLC | 2,715 | $249.3K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,710 | $248.9K | 0.04% | +188+7.5% | Added |
| Callahan Advisors, LLC | 2,700 | $247.9K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,698 | $247.8K | 0.06% | −679−20.1% | Reduced |
| Crew Capital Management, Ltd. | 2,698 | $247.8K | 0.18% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $247.8K | 0.07% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 2,685 | $247.0K | 0.00% | +2,685 | New |
| Strategic Financial Services, Inc, | 2,689 | $246.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,685 | $246.6K | 0.12% | +205+8.3% | Added |
| Octavia Wealth Advisors, LLC | 2,684 | $246.5K | 0.03% | −208−7.2% | Reduced |
| PYA Waltman Capital, LLC | 2,676 | $245.7K | 0.07% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 351,703 | $245.3K | 0.09% | +349,032+13,067.5% | Added |
| Gateway Investment Advisers LLC | 2,659 | $244.2K | 0.00% | −247−8.5% | Reduced |
| Unified Investment Management | 2,658 | $244.0K | 0.26% | +2+0.1% | Added |
| Alteri Wealth LLC | 2,655 | $243.8K | 0.09% | +78+3.0% | Added |
| Zevin Asset Management LLC | 2,650 | $243.0K | 0.03% | −500−15.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $243.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,629 | $242.4K | 0.05% | +327+14.2% | Added |
| Finer Wealth Management, Inc. | 2,634 | $241.9K | 0.13% | −174−6.2% | Reduced |
| Saxony Capital Management, LLC | 2,633 | $241.8K | 0.19% | −274−9.4% | Reduced |
| Keystone Financial Group, Inc. | 2,569 | $241.8K | 0.15% | +11+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 2,632 | $241.7K | 0.01% | −2−0.1% | Reduced |
| ING Groep NV | 2,630 | $241.5K | 0.00% | +2,630 | New |
| Hanlon Investment Management, Inc. | 2,628 | $241.3K | 0.17% | +22+0.8% | Added |
| Francis Financial, Inc. | 2,624 | $241.0K | 0.06% | +54+2.1% | Added |
| Alexander Labrunerie & Co., Inc. | 2,624 | $241.0K | 0.10% | +138+5.6% | Added |
| Braun-Bostich & Associates Inc. | 2,624 | $241.0K | 0.16% | +314+13.6% | Added |
| Optas, LLC | 2,623 | $240.9K | 0.05% | +2,623 | New |
| Nova R Wealth, Inc. | 2,618 | $240.4K | 0.11% | +2+0.1% | Added |
| Kestra Investment Management, LLC | 2,617 | $240.3K | 0.00% | +2,407+1,146.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,616 | $240.2K | 0.08% | +304+13.1% | Added |
| Brian Low Financial Group, LLC | 2,609 | $239.6K | 0.22% | +2,609 | New |
| Foster Group, Inc. | 2,605 | $239.2K | 0.01% | +40+1.6% | Added |
| Chickasaw Capital Management LLC | 2,600 | $239.0K | 0.01% | −52−2.0% | Reduced |
| Wood Tarver Financial Group, LLC | 2,610 | $239.0K | 0.07% | +10.0% | Added |
| VSM Wealth Advisory, LLC | 2,602 | $238.9K | 0.08% | −947−26.7% | Reduced |
| Barlow Wealth Partners, Inc. | 2,620 | $238.8K | 0.03% | −33−1.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,600 | $238.8K | 0.10% | −305−10.5% | Reduced |
| Laffer Tengler Investments | 2,600 | $238.8K | 0.04% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,553 | $238.1K | 0.10% | −59−2.3% | Reduced |
| WealthShield Partners, LLC | 2,589 | $237.7K | 0.03% | +129+5.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,588 | $237.6K | 0.01% | −23−0.9% | Reduced |
| Samalin Investment Counsel, LLC | 2,580 | $237.0K | 0.09% | +7+0.3% | Added |
| Tiemann Investment Advisors, LLC | 2,580 | $236.9K | 0.10% | +285+12.4% | Added |
| Traphagen Investment Advisors LLC | 2,580 | $236.9K | 0.02% | +4+0.2% | Added |
| Delta Investment Management, LLC | 2,579 | $236.9K | 0.05% | +113+4.6% | Added |
| Kathmere Capital Management, LLC | 2,579 | $236.8K | 0.02% | +361+16.3% | Added |
| First Manhattan Co | 2,576 | $236.6K | 0.00% | −74−2.8% | Reduced |
| Longboard Asset Management, LP | 2,573 | $236.3K | 0.59% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,567 | $235.7K | 0.01% | −4,113−61.6% | Reduced |