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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 227 | $20.9K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 221 | $20.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 212 | $19.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 211 | $19.4K | 0.01% | −53−20.1% | Reduced |
| CoreFirst Bank & Trust | 200 | $18.4K | 0.01% | +200 | New |
| Washington Trust Advisors, Inc. | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 232 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 194 | $17.8K | 0.02% | −1,673−89.6% | Reduced |
| Financial Network Wealth Advisors LLC | 192 | $17.6K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 191 | $17.5K | 0.01% | +2+1.1% | Added |
| Creekmur Asset Management LLC | 185 | $17.0K | 0.00% | +158+585.2% | Added |
| Centricity Wealth Management, LLC | 180 | $16.5K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 162 | $15.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 166 | $15.2K | 0.01% | −284−63.1% | Reduced |
| Chilton Capital Management LLC | 164 | $15.1K | 0.00% | +164 | New |
| Creative Capital Management Investments LLC | 161 | $14.8K | 0.01% | +161 | New |
| Westend Capital Management, LLC | 156 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 147 | $13.5K | 0.02% | −767−83.9% | Reduced |
| Painted Porch Advisors LLC | 145 | $13.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 145 | $13.2K | 0.01% | +145 | New |
| Stephenson National Bank & Trust | 140 | $12.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 139 | $12.7K | 0.00% | +24+20.9% | Added |
| Pineridge Advisors LLC | 134 | $12.3K | 0.00% | +11+8.9% | Added |
| Carderock Capital Management Inc | 130 | $11.9K | 0.00% | +130 | New |
| Horizon Financial Services, LLC | 125 | $11.5K | 0.01% | −65−34.2% | Reduced |
| Lavaca Capital LLC | 122 | $11.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 115 | $10.6K | 0.00% | −11−8.7% | Reduced |
| Redmont Wealth Advisors LLC | 105 | $9.64K | 0.01% | +105 | New |
| Wellington Shields Capital Management, LLC | 104 | $9.55K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 102 | $9.37K | 0.00% | +102 | New |
| True Wealth Design, LLC | 102 | $9.37K | 0.00% | +11+12.1% | Added |
| Richard W. Paul & Associates, LLC | 100 | $9.18K | 0.00% | −35−25.9% | Reduced |
| Clean Yield Group | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 100 | $9.18K | 0.00% | +26+35.1% | Added |
| Ogorek Anthony Joseph | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 95 | $8.72K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $8.00K | 0.00% | −14,646−99.4% | Reduced |
| LGT Financial Advisors LLC | 87 | $7.99K | 0.02% | +87 | New |
| WealthTrak Capital Management LLC | 85 | $7.81K | 0.01% | +10+13.3% | Added |
| Carolina Wealth Advisors, LLC | 81 | $7.44K | 0.00% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 80 | $7.35K | 0.01% | −2,138−96.4% | Reduced |
| Bare Financial Services, Inc | 78 | $7.16K | 0.00% | +73+1,460.0% | Added |
| Lowe Wealth Advisors, LLC | 73 | $6.70K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 73 | $6.70K | 0.00% | −480−86.8% | Reduced |
| GFG Capital, LLC | 70 | $6.43K | 0.00% | +70 | New |
| Rakuten Securities, Inc. | 68 | $6.24K | 0.00% | −2−2.9% | Reduced |
| Burkett Financial Services, LLC | 62 | $5.70K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 60 | $5.51K | 0.00% | +9+17.6% | Added |
| Total Investment Management Inc | 60 | $5.51K | 0.00% | +60 | New |
| Financial Perspectives, Inc | 58 | $5.32K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 47 | $4.32K | 0.00% | 00.0% | Unchanged |
| Tobam | 46 | $4.00K | 0.00% | −2,461−98.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 40 | $3.67K | 0.00% | −1−2.4% | Reduced |
| Valued Wealth Advisors LLC | 40 | $3.64K | 0.00% | +10+33.3% | Added |
| MorganRosel Wealth Management, LLC | 36 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 35 | $3.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $3.12K | 0.00% | +34 | New |
| Bay Harbor Wealth Management, LLC | 34 | $3.12K | 0.00% | +15+78.9% | Added |
| Hollencrest Capital Management | 30 | $2.75K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $2.11K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 23 | $2.11K | 0.10% | −6−20.7% | Reduced |
| Hara Capital LLC | 22 | $2.02K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $1.86K | 0.00% | −20−50.0% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.75K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $1.75K | 0.00% | +7+58.3% | Added |
| Delos Wealth Advisors, LLC | 18 | $1.65K | 0.00% | +18 | New |
| Parkworth Wealth Management, Inc. | 15 | $1.38K | 0.00% | +15 | New |
| Orion Capital Management LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 10 | $962 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $923 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $918 | 0.00% | +6+150.0% | Added |
| IMA Wealth, Inc. | 8 | $735 | 0.00% | +8 | New |
| Essential Partners LLC | 7 | $643 | 0.00% | +7 | New |
| LMR Partners LLP | 4 | $367 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 141 | $38 | 0.00% | −282−66.7% | Reduced |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −304,147−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −299,225−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −244,376−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −231,124−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −189,700−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −92,552−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −44,341−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,214−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −43,051−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −40,792−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,840−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −38,230−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −30,623−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −25,835−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |