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 |
|---|---|---|---|---|---|
| Interactive Financial Advisors | 2,208 | $202.8K | 0.10% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,206 | $202.6K | 0.07% | +2,206 | New |
| Muirfield Wealth Advisors LLC | 2,204 | $202.4K | 0.16% | −116−5.0% | Reduced |
| DT Investment Partners, LLC | 2,201 | $202.1K | 0.02% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,201 | $202.1K | 0.09% | +2,201 | New |
| Manchester Capital Management LLC | 2,200 | $202.0K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,200 | $202.0K | 0.05% | −40−1.8% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $202.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $202.0K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,200 | $202.0K | 0.04% | 00.0% | Unchanged |
| Advent Capital Management | 2,200 | $202.0K | 0.00% | +2,200 | New |
| Copia Wealth Management | 2,195 | $201.5K | 0.17% | +14+0.6% | Added |
| Commonwealth Financial Services, LLC | 2,181 | $200.3K | 0.04% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,179 | $200.1K | 0.06% | +2,179 | New |
| Presper Financial Architects, LLC | 2,177 | $200.0K | 0.15% | +2,177 | New |
| Cornerstone Planning Group LLC | 2,111 | $199.3K | 0.04% | −391−15.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $197.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,129 | $195.5K | 0.03% | −10.0% | Reduced |
| Legacy Bridge, LLC | 2,095 | $192.4K | 0.09% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,089 | $191.8K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,061 | $189.3K | 0.04% | +25+1.2% | Added |
| Salomon & Ludwin, LLC | 2,075 | $189.1K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,048 | $188.1K | 0.07% | +16+0.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,026 | $186.1K | 0.02% | +547+37.0% | Added |
| Tower Trust & Investment Co | 2,006 | $184.2K | 0.13% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,981 | $181.9K | 0.01% | +1,966+13,106.7% | Added |
| Clear Investment Research, LLC | 1,917 | $176.1K | 0.22% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,918 | $176.1K | 0.01% | +260+15.7% | Added |
| Creative Financial Designs Inc | 1,888 | $173.4K | 0.01% | −474−20.1% | Reduced |
| Gen-Wealth Partners Inc | 1,875 | $172.2K | 0.07% | −40−2.1% | Reduced |
| Ransom Advisory, Ltd | 1,866 | $171.4K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,858 | $170.6K | 0.06% | +718+63.0% | Added |
| Capital Advisors, Ltd. LLC | 1,850 | $170.0K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,773 | $162.9K | 0.05% | +10+0.6% | Added |
| REAP Financial Group, LLC | 1,743 | $160.0K | 0.04% | +777+80.4% | Added |
| Silvant Capital Management LLC | 1,727 | $158.6K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,672 | $157.2K | 0.02% | +1,672 | New |
| S.A. Mason LLC | 1,708 | $156.8K | 0.08% | +120+7.6% | Added |
| Medallion Wealth Advisors, LLC | 1,703 | $156.5K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,692 | $155.4K | 0.01% | −55−3.1% | Reduced |
| MV Capital Management, Inc. | 1,653 | $151.8K | 0.02% | −13−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,601 | $147.0K | 0.01% | −798−33.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,558 | $143.1K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,564 | $143.0K | 0.02% | +436+38.7% | Added |
| Community Bank, N.A. | 1,550 | $142.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,503 | $138.0K | 0.00% | +312+26.2% | Added |
| Financial Management Professionals, Inc. | 1,501 | $137.8K | 0.02% | +22+1.5% | Added |
| Acima Private Wealth, LLC | 1,500 | $137.7K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,490 | $136.8K | 0.07% | +40+2.8% | Added |
| Barrett & Company, Inc. | 1,486 | $136.5K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,450 | $133.2K | 0.03% | +1,100+314.3% | Added |
| Toth Financial Advisory Corp | 1,381 | $126.9K | 0.01% | −195−12.4% | Reduced |
| Slocum, Gordon & Co LLP | 1,381 | $126.8K | 0.10% | −70−4.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,360 | $124.9K | 0.00% | −746−35.4% | Reduced |
| Millstone Evans Group, LLC | 1,357 | $124.6K | 0.08% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,327 | $121.9K | 0.01% | +181+15.8% | Added |
| Smallwood Wealth Investment Management, LLC | 1,310 | $120.3K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $116.9K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $116.6K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,262 | $115.9K | 0.01% | +825+188.8% | Added |
| Raiffeisen Bank International AG | 1,226 | $111.9K | 0.00% | −680−35.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,186 | $111.4K | 0.04% | +1,186 | New |
| Knights of Columbus Asset Advisors LLC | 1,200 | $110.2K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,200 | $110.0K | 0.01% | −147−10.9% | Reduced |
| Hughes Financial Services, LLC | 1,151 | $109.0K | 0.02% | +11+1.0% | Added |
| Puff Wealth Management, LLC | 1,179 | $108.2K | 0.18% | −122−9.4% | Reduced |
| Proffitt & Goodson Inc | 1,163 | $106.8K | 0.02% | −34−2.8% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,150 | $105.6K | 0.00% | −34−2.9% | Reduced |
| Ossiam | 1,134 | $104.1K | 0.00% | −4,836−81.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,129 | $103.7K | 0.10% | −3−0.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 1,129 | $103.7K | 0.07% | +144+14.6% | Added |
| Bruce G. Allen Investments, LLC | 1,116 | $102.5K | 0.08% | −36−3.1% | Reduced |
| Beacon Capital Management, LLC | 1,111 | $102.1K | 0.01% | −188−14.5% | Reduced |
| Stone House Investment Management, LLC | 1,097 | $100.7K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,087 | $99.8K | 0.02% | +1,087 | New |
| IAG Wealth Partners, LLC | 1,074 | $98.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,069 | $98.2K | 0.04% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,068 | $98.1K | 0.09% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,063 | $97.7K | 0.05% | +7+0.7% | Added |
| Redwood Park Advisors LLC | 1,028 | $94.4K | 0.07% | +8+0.8% | Added |
| DAGCO, Inc. | 1,000 | $91.8K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 974 | $89.4K | 0.04% | +15+1.6% | Added |
| GW&K Investment Management, LLC | 971 | $89.0K | 0.00% | +124+14.6% | Added |
| Hopwood Financial Services, Inc. | 950 | $87.2K | 0.07% | 00.0% | Unchanged |
| Hemington Wealth Management | 947 | $86.0K | 0.01% | +9+1.0% | Added |
| LRI Investments, LLC | 935 | $85.9K | 0.01% | −69−6.9% | Reduced |
| Kennebec Savings Bank | 930 | $85.4K | 0.08% | +373+67.0% | Added |
| Olistico Wealth, LLC | 922 | $84.7K | 0.05% | +200+27.7% | Added |
| Rossby Financial, LCC | 914 | $83.9K | 0.03% | +479+110.1% | Added |
| Roxbury Financial LLC | 874 | $80.3K | 0.08% | +16+1.9% | Added |
| Plato Investment Management Ltd | 876 | $80.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 838 | $77.0K | 0.02% | +7+0.8% | Added |
| Addison Advisors LLC | 820 | $75.3K | 0.02% | +52+6.8% | Added |
| Flagship Wealth Advisors, LLC | 800 | $73.5K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 799 | $73.4K | 0.00% | −193−19.5% | Reduced |
| Webster Bank, N. A. | 776 | $71.3K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 742 | $71.0K | 0.03% | −1,097−59.7% | Reduced |
| Covestor Ltd | 765 | $70.0K | 0.04% | +18+2.4% | Added |
| Center for Financial Planning, Inc. | 754 | $69.2K | 0.01% | 00.0% | Unchanged |