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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 2,565 | $235.5K | 0.02% | −9−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 2,559 | $235.0K | 0.03% | −7−0.3% | Reduced |
| Floyd Financial Group LLC | 2,567 | $234.9K | 0.22% | +160+6.6% | Added |
| CFO4Life Group, LLC | 2,551 | $234.3K | 0.04% | +159+6.6% | Added |
| LMCG Investments, LLC | 2,550 | $234.2K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 2,549 | $234.0K | 0.01% | +2,549 | New |
| Horan Securities, Inc. | 2,546 | $233.8K | 0.08% | +2+0.1% | Added |
| BankPlus Wealth Management LLC | 2,545 | $233.7K | 0.16% | +193+8.2% | Added |
| Meriwether Wealth & Planning, LLC | 2,542 | $233.4K | 0.15% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 2,535 | $232.8K | 0.00% | −2,300−47.6% | Reduced |
| Indiana Trust & Investment Management CO | 2,525 | $231.9K | 0.08% | +465+22.6% | Added |
| Per Stirling Capital Management, LLC. | 2,519 | $231.3K | 0.03% | +17+0.7% | Added |
| Opinicus Capital, Inc. | 2,502 | $229.8K | 0.17% | +21+0.8% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,502 | $229.8K | 0.09% | +6+0.2% | Added |
| Fayez Sarofim & Co | 2,500 | $229.6K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $229.6K | 0.14% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $229.6K | 0.18% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,490 | $228.7K | 0.04% | −150−5.7% | Reduced |
| Traveka Wealth, LLC | 2,489 | $228.6K | 0.12% | −49−1.9% | Reduced |
| Whalen Wealth Management Inc. | 2,486 | $228.3K | 0.14% | +21+0.9% | Added |
| Byrne Financial Freedom, LLC | 2,484 | $228.1K | 0.11% | −212−7.9% | Reduced |
| Santori & Peters | 2,474 | $227.2K | 0.08% | +7+0.3% | Added |
| Seven Springs Wealth Group, LLC | 2,474 | $227.2K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 2,472 | $227.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,471 | $226.9K | 0.01% | +702+39.7% | Added |
| Sherbrooke Park Advisers LLC | 2,467 | $226.5K | 0.10% | −7,363−74.9% | Reduced |
| R.H. Investment Group, LLC | 2,467 | $226.5K | 0.21% | +67+2.8% | Added |
| FDx Advisors, Inc. | 2,461 | $226.0K | 0.07% | −430−14.9% | Reduced |
| Alpine Bank Wealth Management | 2,460 | $225.9K | 0.03% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 2,453 | $225.3K | 0.07% | 00.0% | Unchanged |
| NBW Capital LLC | 2,452 | $225.2K | 0.05% | −165−6.3% | Reduced |
| Aldebaran Financial Inc. | 2,450 | $225.0K | 0.25% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 2,449 | $224.9K | 0.07% | −15−0.6% | Reduced |
| Sunpointe, LLC | 2,448 | $224.8K | 0.09% | −370−13.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,439 | $224.0K | 0.03% | −119−4.7% | Reduced |
| Patton Fund Management, Inc. | 2,435 | $223.6K | 0.05% | +2,435 | New |
| Old Mission Investment Co LLC | 2,428 | $223.0K | 0.06% | 00.0% | Unchanged |
| Live Oak Investment Partners | 2,422 | $222.4K | 0.17% | 00.0% | Unchanged |
| Client First Capital LLC | 2,418 | $222.0K | 0.10% | +2,418 | New |
| MCF Advisors LLC | 2,414 | $221.7K | 0.01% | +560+30.2% | Added |
| Tevis Investment Management | 2,413 | $221.6K | 0.14% | +2,413 | New |
| Prevail Innovative Wealth Advisors, LLC | 2,405 | $220.9K | 0.05% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 2,404 | $220.8K | 0.15% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 2,400 | $220.4K | 0.02% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,400 | $220.4K | 0.07% | +2,400 | New |
| Essex Investment Management Co LLC | 2,391 | $219.6K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,390 | $219.5K | 0.05% | −3−0.1% | Reduced |
| Oak Family Advisors, LLC | 2,388 | $219.3K | 0.08% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,386 | $219.1K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,381 | $218.6K | 0.10% | −120−4.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,379 | $218.4K | 0.06% | −16−0.7% | Reduced |
| Abacus Planning Group, Inc. | 2,378 | $218.4K | 0.03% | −120−4.8% | Reduced |
| MPS Loria Financial Planners, LLC | 2,374 | $218.0K | 0.06% | 00.0% | Unchanged |
| Bank of Stockton | 2,370 | $217.6K | 0.06% | 00.0% | Unchanged |
| Axecap Investments, LLC | 2,358 | $216.5K | 0.14% | −68−2.8% | Reduced |
| William B. Walkup & Associates, Inc. | 2,358 | $216.5K | 0.13% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,351 | $215.9K | 0.02% | −113−4.6% | Reduced |
| Wealth Architects, LLC | 2,348 | $215.6K | 0.02% | −31−1.3% | Reduced |
| Accel Wealth Management | 2,347 | $215.6K | 0.07% | +40+1.7% | Added |
| AGH Wealth Advisors, LLC | 2,346 | $215.4K | 0.18% | +101+4.5% | Added |
| Heartland Bank & Trust Co | 2,340 | $214.9K | 0.10% | −1,057−31.1% | Reduced |
| PKS Advisory Services, LLC | 2,333 | $214.3K | 0.05% | +2,333 | New |
| Sonata Capital Group Inc | 2,325 | $214.0K | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,326 | $213.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,315 | $213.0K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,311 | $212.2K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 2,307 | $211.9K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,305 | $211.7K | 0.15% | −2,889−55.6% | Reduced |
| AllGen Financial Advisors, Inc. | 2,300 | $211.2K | 0.06% | 00.0% | Unchanged |
| Tudor Financial Inc. | 2,299 | $211.1K | 0.12% | +100+4.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,299 | $211.1K | 0.01% | +32+1.4% | Added |
| Alamar Capital Management, LLC | 2,298 | $211.0K | 0.11% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,293 | $209.9K | 0.14% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 2,271 | $209.6K | 0.12% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,280 | $209.4K | 0.02% | +68+3.1% | Added |
| Crowley Wealth Management, Inc. | 2,280 | $209.4K | 0.19% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,274 | $208.8K | 0.10% | +88+4.0% | Added |
| Greenfield Seitz Capital Management, LLC | 2,270 | $208.5K | 0.07% | −69−2.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,270 | $208.5K | 0.07% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,267 | $208.2K | 0.02% | +53+2.4% | Added |
| Bordeaux Wealth Advisors LLC | 2,261 | $207.6K | 0.03% | +2,261 | New |
| Stonebridge Financial Planning Group, LLC | 2,260 | $207.5K | 0.09% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,257 | $207.3K | 0.01% | −232−9.3% | Reduced |
| LexAurum Advisors, LLC | 2,256 | $207.2K | 0.03% | −175−7.2% | Reduced |
| Atlas Private Wealth Advisors | 2,255 | $207.1K | 0.03% | +2,255 | New |
| CVA Family Office, LLC | 2,253 | $206.9K | 0.03% | −83−3.6% | Reduced |
| Stonebrook Private Inc. | 2,250 | $206.6K | 0.05% | +2,250 | New |
| BXM Wealth LLC | 2,250 | $206.6K | 0.25% | 00.0% | Unchanged |
| Emprise Bank | 2,248 | $206.4K | 0.10% | 00.0% | Unchanged |
| Private Management Group Inc | 2,248 | $206.4K | 0.01% | +2,248 | New |
| Northeast Investment Management | 2,247 | $206.3K | 0.01% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 2,245 | $206.2K | 0.03% | +2,245 | New |
| Parkside Advisors LLC | 2,228 | $204.6K | 0.04% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,222 | $204.0K | 0.01% | +2,222 | New |
| Quest Investment Management LLC | 2,220 | $203.9K | 0.02% | +2,220 | New |
| ASB Consultores, LLC | 2,217 | $203.6K | 0.14% | +2,217 | New |
| Titleist Asset Management, LLC | 2,214 | $203.3K | 0.02% | −28−1.2% | Reduced |
| MBA Advisors LLC | 2,213 | $203.2K | 0.09% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 2,200 | $203.1K | 0.08% | 00.0% | Unchanged |
| Mason & Associates Inc | 2,211 | $203.0K | 0.05% | 00.0% | Unchanged |