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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ2 2025: 2,184 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ2 2025: $70.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2025.

Institutions holding SO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
First Pacific Financial0$00.00%−55−100.0%Sold out
Evolution Advisers, Inc.0$00.00%−60−100.0%Sold out
Bernard Wealth Management Corp.0$00.00%−41−100.0%Sold out
Winnow Wealth LLC0$00.00%−34−100.0%Sold out
Christopher J. Hasenberg, Inc0$00.00%−32−100.0%Sold out
ROSS\JOHNSON & Associates LLC0$00.00%−10−100.0%Sold out
Perkins Coie Trust Co0$00.00%−7−100.0%Sold out
Cornerstone National Bank & Trust Co0$00.00%−6−100.0%Sold out
Runnymede Capital Advisors, Inc.0$00.00%−4−100.0%Sold out
Credit Agricole S A––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Sabal Trust CO––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Griffith & Werner, Inc.––––Not filed
Bremer Bank National Association––––Not filed
Shorepoint Capital Partners LLC––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Regent Peak Wealth Advisors LLC––––Not filed
Sheaff Brock Investment Advisors, LLC––––Not filed
Sandy Spring Bank––––Not filed
CAPROCK Group, Inc.––––Not filed
Montecito Bank & Trust––––Not filed
Davis Capital Management––––Not filed
Centre Asset Management, LLC––––Not filed
Delta Financial Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed
Members Wealth LLC––––Not filed
Callan Capital, LLC––––Not filed
Rappaport Reiches Capital Management, LLC––––Not filed
Marcum Wealth, LLC––––Not filed
Sofos Investments, Inc.––––Not filed
Spectrum Wealth Counsel, LLC––––Not filed
Noble Wealth Management PBC––––Not filed
Nova Wealth Management, Inc.––––Not filed