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 |
|---|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | 751 | $69.0K | 0.02% | −147−16.4% | Reduced |
| Atticus Wealth Management, LLC | 750 | $68.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 740 | $68.0K | 0.02% | +740 | New |
| Capula Management Ltd | 730 | $67.0K | 0.00% | −511−41.2% | Reduced |
| Canton Hathaway, LLC | 705 | $65.0K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 690 | $63.4K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 693 | $63.0K | 0.03% | −172−19.9% | Reduced |
| S&T Bank | 685 | $62.9K | 0.02% | +37+5.7% | Added |
| Opal Wealth Advisors, LLC | 675 | $62.0K | 0.02% | +133+24.5% | Added |
| Western Pacific Wealth Management, LP | 665 | $61.0K | 0.06% | −223−25.1% | Reduced |
| Global Trust Asset Management, LLC | 663 | $60.9K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 658 | $60.4K | 0.01% | +5+0.8% | Added |
| Sachetta, LLC | 640 | $58.8K | 0.02% | +19+3.1% | Added |
| Piscataqua Savings Bank | 640 | $58.8K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $58.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 628 | $57.7K | 0.00% | +94+17.6% | Added |
| HighMark Wealth Management LLC | 622 | $57.1K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 617 | $56.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 611 | $56.1K | 0.00% | +611 | New |
| Chung Wu Investment Group, LLC | 600 | $55.1K | 0.06% | +600 | New |
| Richardson Financial Services Inc. | 592 | $54.6K | 0.04% | −147−19.9% | Reduced |
| SOA Wealth Advisors, LLC. | 585 | $53.7K | 0.01% | +3+0.5% | Added |
| Curat Global, LLC | 574 | $53.1K | 0.05% | +40+7.5% | Added |
| Moser Wealth Advisors, LLC | 573 | $52.6K | 0.03% | +36+6.7% | Added |
| Darwin Advisors, LLC | 569 | $52.3K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 566 | $52.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 556 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 555 | $51.0K | 0.00% | −1,900−77.4% | Reduced |
| TruNorth Capital Management, LLC | 545 | $50.0K | 0.01% | −389−41.6% | Reduced |
| Missouri Trust & Investment Co | 545 | $50.0K | 0.02% | −40−6.8% | Reduced |
| Fourth Dimension Wealth, LLC | 543 | $49.9K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 534 | $49.0K | 0.04% | +508+1,953.8% | Added |
| WPG Advisers, LLC | 526 | $48.3K | 0.04% | −188−26.3% | Reduced |
| Tortoise Investment Management, LLC | 519 | $47.7K | 0.00% | +17+3.4% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $46.6K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 504 | $46.3K | 0.02% | +504 | New |
| Hussman Strategic Advisors, Inc. | 500 | $45.9K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $45.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $45.9K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 494 | $45.4K | 0.00% | +111+29.0% | Added |
| Eisler Capital Management Ltd. | 493 | $45.3K | 0.00% | −1,754−78.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 485 | $44.5K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 480 | $44.1K | 0.03% | +10+2.1% | Added |
| West Branch Capital LLC | 473 | $43.4K | 0.01% | −143−23.2% | Reduced |
| Strategic Investment Solutions, Inc. | 470 | $43.2K | 0.01% | −3−0.6% | Reduced |
| CNB Bank | 469 | $43.1K | 0.02% | −150−24.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 448 | $42.3K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 453 | $41.6K | 0.00% | +48+11.9% | Added |
| Dunhill Financial, LLC | 450 | $41.4K | 0.01% | +2+0.4% | Added |
| Cetera Trust Company, N.A | 450 | $41.3K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 442 | $40.6K | 0.03% | +47+11.9% | Added |
| Access Investment Management LLC | 441 | $40.5K | 0.01% | +441 | New |
| NewSquare Capital LLC | 1,926 | $40.3K | 0.00% | +94+5.1% | Added |
| Anfield Capital Management, LLC | 430 | $39.5K | 0.01% | +325+309.5% | Added |
| MB, Levis & Associates, LLC | 423 | $38.8K | 0.02% | +1+0.2% | Added |
| Perritt Capital Management Inc | 418 | $38.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 418 | $38.4K | 0.01% | −1,690−80.2% | Reduced |
| IMG Wealth Management, Inc. | 409 | $37.6K | 0.03% | +409 | New |
| Loomis Sayles & Co L P | 408 | $37.5K | 0.00% | +408 | New |
| First Community Trust NA | 400 | $36.7K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 390 | $35.8K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 371 | $34.1K | 0.01% | +31+9.1% | Added |
| Safe Harbor Fiduciary, LLC | 371 | $34.0K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 360 | $33.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 354 | $33.0K | 0.01% | +8+2.3% | Added |
| BOK Financial Private Wealth, Inc. | 350 | $32.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 350 | $32.1K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $32.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $31.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 343 | $31.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $31.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 327 | $30.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 326 | $29.9K | 0.00% | −81−19.9% | Reduced |
| Advantage Trust Co | 321 | $29.5K | 0.01% | +300+1,428.6% | Added |
| YANKCOM Partnership | 319 | $29.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 318 | $29.2K | 0.02% | +2+0.6% | Added |
| Cheviot Value Management, LLC | 305 | $28.9K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $28.8K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 310 | $28.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 308 | $28.3K | 0.01% | −4−1.3% | Reduced |
| Bell Investment Advisors, Inc | 299 | $27.5K | 0.00% | +40+15.4% | Added |
| Ameriflex Group, Inc. | 300 | $27.1K | 0.01% | +220+275.0% | Added |
| Pin Oak Investment Advisors Inc | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $26.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 289 | $26.0K | 0.01% | −886−75.4% | Reduced |
| Tidemark, LLC | 272 | $25.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 269 | $24.7K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 265 | $24.3K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 258 | $23.7K | 0.01% | +258 | New |
| Prestige Wealth Management Group LLC | 257 | $23.6K | 0.00% | +13+5.3% | Added |
| Aspect Partners, LLC | 255 | $23.4K | 0.01% | +140+121.7% | Added |
| Miller Wealth Advisors, LLC | 250 | $23.0K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 246 | $22.6K | 0.01% | +220+846.2% | Added |
| LFA - Lugano Financial Advisors SA | 246 | $22.6K | 0.01% | +246 | New |
| Spurstone Advisory Services, LLC | 244 | $22.4K | 0.34% | 00.0% | Unchanged |
| 10Elms LLP | 242 | $22.2K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 236 | $21.7K | 0.01% | +236 | New |
| Quaker Wealth Management, LLC | 235 | $21.6K | 0.01% | +235 | New |
| Wealth Preservation Advisors, LLC | 231 | $21.3K | 0.01% | +1+0.4% | Added |
| New England Capital Financial Advisors LLC | 230 | $21.1K | 0.01% | +2+0.9% | Added |