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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,887−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −18,177−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −17,103−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −15,557−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,068−100.0% | Sold out |
| Sterling Investment Counsel, LLC | 0 | $0 | 0.00% | −12,424−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −11,377−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −10,471−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −9,291−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,192−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −8,744−100.0% | Sold out |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −7,529−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −7,437−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −6,984−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,715−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −6,662−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,135−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| Joel Adams & Associates, Inc. | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,173−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −5,630−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Corps Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Blake Schutter Theil Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,403−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,085−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −3,959−100.0% | Sold out |
| Wealth Group, Ltd. | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Altus Wealth Management, LLC | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| SIMA Wealth Partners, LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| Arbor Trust Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| FSA Advisors, Inc. | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| Curran Financial Partners, LLC | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Idaho Trust Bank | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,305−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| JBR Co Financial Management Inc | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| Motiv8 Investments LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,922−100.0% | Sold out |
| Anderson Financial Strategies, LLC | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −1,329−100.0% | Sold out |
| Teachers Insurance & Annuity Association of America | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Cutler Capital Management, LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Graybill Bartz & Assoc Ltd | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |