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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 216,793 | $19.9M | 0.15% | +260.0% | Added |
| Hudson Bay Capital Management LP | 216,777 | $19.9M | 0.13% | −24,901−10.3% | Reduced |
| Lockheed Martin Investment Management Co | 215,850 | $19.8M | 0.72% | +63,930+42.1% | Added |
| Savant Capital, LLC | 214,930 | $19.7M | 0.14% | +4,739+2.3% | Added |
| ProShare Advisors LLC | 213,898 | $19.6M | 0.04% | +19,661+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 213,251 | $19.6M | 0.01% | +18,394+9.4% | Added |
| GWM Advisors LLC | 208,388 | $19.1M | 0.10% | −2,942−1.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 208,137 | $19.1M | 0.59% | −6,175−2.9% | Reduced |
| Calamos Advisors LLC | 204,839 | $18.8M | 0.08% | +290+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 204,567 | $18.8M | 0.38% | +12,314+6.4% | Added |
| Foundations Investment Advisors, LLC | 203,309 | $18.7M | 0.29% | +39,186+23.9% | Added |
| Quantinno Capital Management LP | 201,876 | $18.5M | 0.08% | +50,450+33.3% | Added |
| Leavell Investment Management, Inc. | 191,572 | $17.6M | 0.79% | +6,623+3.6% | Added |
| Tiaa Trust, National Association | 190,967 | $17.5M | 0.05% | −35,391−15.6% | Reduced |
| CWA Asset Management Group, LLC | 188,458 | $17.3M | 0.73% | −3,653−1.9% | Reduced |
| Nichols & Pratt Advisers LLP | 186,110 | $17.1M | 1.15% | +1,343+0.7% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $16.7M | 0.03% | +5,067+2.8% | Added |
| Utah Retirement Systems | 180,920 | $16.6M | 0.17% | −752−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 180,809 | $16.6M | 0.04% | +4,977+2.8% | Added |
| Greenland Capital Management LP | 179,428 | $16.5M | 2.12% | +39,818+28.5% | Added |
| Allworth Financial LP | 178,783 | $16.4M | 0.08% | +10,805+6.4% | Added |
| USS Investment Management Ltd | 175,403 | $16.1M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 174,085 | $16.0M | 0.02% | +91,098+109.8% | Added |
| Xponance, Inc. | 173,817 | $16.0M | 0.13% | +16,834+10.7% | Added |
| Davidson Investment Advisors | 173,413 | $15.9M | 0.72% | +1,905+1.1% | Added |
| British Columbia Investment Management Corp | 172,591 | $15.8M | 0.09% | −36,948−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 168,746 | $15.5M | 0.12% | +10,336+6.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 167,698 | $15.4M | 0.05% | +18,448+12.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 167,593 | $15.4M | 0.14% | +7,935+5.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 167,496 | $15.4M | 0.14% | +23,861+16.6% | Added |
| Daiwa Securities Group Inc. | 166,660 | $15.3M | 0.06% | +9,397+6.0% | Added |
| Wealthfront Advisers LLC | 165,089 | $15.2M | 0.04% | +6,584+4.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 164,956 | $15.1M | 0.03% | +22,371+15.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 164,468 | $15.1M | 0.42% | −8,117−4.7% | Reduced |
| HB Wealth Management, LLC | 162,606 | $14.9M | 0.12% | −14,324−8.1% | Reduced |
| Commerce Bank | 161,683 | $14.8M | 0.09% | −750.0% | Reduced |
| Shelton Capital Management | 161,618 | $14.8M | 0.34% | +141,430+700.6% | Added |
| Yousif Capital Management, LLC | 159,188 | $14.6M | 0.16% | −269−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 158,859 | $14.6M | 0.13% | +4,031+2.6% | Added |
| Waycross Partners, LLC | 158,554 | $14.6M | 1.37% | +158,554 | New |
| M&T Bank Corp | 156,555 | $14.4M | 0.05% | +3,332+2.2% | Added |
| Moody Lynn & Lieberson, LLC | 154,550 | $14.2M | 0.82% | +6,822+4.6% | Added |
| Nisa Investment Advisors, LLC | 154,413 | $14.2M | 0.06% | +2,629+1.7% | Added |
| JustInvest LLC | 152,861 | $14.0M | 0.16% | +29,907+24.3% | Added |
| Bragg Financial Advisors, Inc | 150,212 | $13.8M | 0.49% | −763−0.5% | Reduced |
| Benjamin Edwards Inc | 150,078 | $13.8M | 0.18% | −354−0.2% | Reduced |
| New York Life Investment Management LLC | 149,620 | $13.7M | 0.13% | +3,233+2.2% | Added |
| Man Group plc | 146,298 | $13.4M | 0.03% | −202,200−58.0% | Reduced |
| CCM Investment Advisers LLC | 145,040 | $13.3M | 1.43% | +1,962+1.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 144,094 | $13.2M | 0.10% | +20,356+16.5% | Added |
| Squarepoint Ops LLC | 144,105 | $13.2M | 0.03% | −70,280−32.8% | Reduced |
| Public Employees Retirement Association of Colorado | 143,521 | $13.2M | 0.05% | −2,952−2.0% | Reduced |
| Vestcor Inc | 142,453 | $13.1M | 0.40% | +5,935+4.3% | Added |
| Jones Financial Companies LLLP | 142,324 | $12.9M | 0.01% | +19,381+15.8% | Added |
| Dakota Wealth Management | 140,307 | $12.9M | 0.27% | −74−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 139,372 | $12.8M | 0.02% | −2,444−1.7% | Reduced |
| Capital & Planning, LLC | 139,178 | $12.8M | 8.68% | +2,182+1.6% | Added |
| Biondo Investment Advisors, LLC | 138,499 | $12.7M | 1.68% | +1,633+1.2% | Added |
| CIBC World Markets Corp | 138,210 | $12.7M | 0.08% | +6,049+4.6% | Added |
| Nissay Asset Management Corp | 136,800 | $12.6M | 0.07% | +1,131+0.8% | Added |
| Klingenstein Fields & Co LP | 136,141 | $12.5M | 0.49% | −3,243−2.3% | Reduced |
| Alerus Financial NA | 135,782 | $12.5M | 0.90% | +1,891+1.4% | Added |
| Bank of Nova Scotia | 134,197 | $12.3M | 0.03% | +7,769+6.1% | Added |
| Royal London Asset Management Ltd | 133,597 | $12.3M | 0.03% | −4,265−3.1% | Reduced |
| Pathstone Holdings, LLC | 133,538 | $12.3M | 0.05% | −933−0.7% | Reduced |
| Verity & Verity, LLC | 131,018 | $12.0M | 1.03% | −1,718−1.3% | Reduced |
| Arkadios Wealth Advisors | 129,466 | $11.9M | 0.36% | +12,388+10.6% | Added |
| Pinnacle Financial Partners Inc | 127,910 | $11.7M | 0.25% | +2,419+1.9% | Added |
| Advisory Services Network, LLC | 123,591 | $11.7M | 0.19% | +3,366+2.8% | Added |
| Jamison Private Wealth Management, Inc. | 127,036 | $11.7M | 1.67% | −816−0.6% | Reduced |
| Keybank National Association | 127,022 | $11.7M | 0.04% | −584−0.5% | Reduced |
| Mutual of America Capital Management LLC | 126,020 | $11.6M | 0.12% | −1,379−1.1% | Reduced |
| QRG Capital Management, Inc. | 125,776 | $11.6M | 0.10% | −11,398−8.3% | Reduced |
| Brookstone Capital Management | 125,556 | $11.5M | 0.15% | +18,677+17.5% | Added |
| CIBC World Markets Inc. | 125,486 | $11.5M | 0.03% | +34,150+37.4% | Added |
| Cullinan Associates Inc | 125,152 | $11.5M | 0.76% | +9,543+8.3% | Added |
| Independent Advisor Alliance | 124,108 | $11.4M | 0.33% | −2,052−1.6% | Reduced |
| State of Alaska, Department of Revenue | 123,339 | $11.3M | 0.12% | −5,055−3.9% | Reduced |
| Fisher Asset Management, LLC | 122,408 | $11.2M | 0.00% | +6,129+5.3% | Added |
| Pinnacle Associates Ltd | 122,058 | $11.2M | 0.16% | −5,202−4.1% | Reduced |
| RFG Advisory, LLC | 121,479 | $11.2M | 0.26% | +12,491+11.5% | Added |
| Signature Wealth Management Group | 121,009 | $11.1M | 4.38% | −651−0.5% | Reduced |
| RWC Asset Management LLP | 120,024 | $11.0M | 0.58% | −375−0.3% | Reduced |
| Kanawha Capital Management LLC | 118,980 | $10.9M | 0.81% | +3,123+2.7% | Added |
| Woodline Partners LP | 118,883 | $10.9M | 0.06% | +26,314+28.4% | Added |
| Rafferty Asset Management, LLC | 118,110 | $10.8M | 0.04% | +19,510+19.8% | Added |
| Intech Investment Management LLC | 117,585 | $10.8M | 0.10% | +1,526+1.3% | Added |
| Fairvoy Private Wealth, LLC | 117,483 | $10.8M | 2.68% | −74−0.1% | Reduced |
| Stephens Inc | 117,189 | $10.8M | 0.15% | +342+0.3% | Added |
| Rockland Trust Co | 116,850 | $10.7M | 0.52% | −2,179−1.8% | Reduced |
| Private Advisor Group, LLC | 115,534 | $10.6M | 0.06% | +4,765+4.3% | Added |
| Glenview Trust Co | 115,283 | $10.6M | 0.18% | +101,085+712.0% | Added |
| King Luther Capital Management Corp | 114,920 | $10.6M | 0.05% | −1,347−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 114,192 | $10.5M | 0.01% | −260,825−69.6% | Reduced |
| SG Americas Securities, LLC | 114,138 | $10.5M | 0.05% | −14,360−11.2% | Reduced |
| Fifth Third Bancorp | 108,279 | $9.94M | 0.03% | −81−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 108,226 | $9.94M | 0.17% | +72,133+199.9% | Added |
| TCTC Holdings, LLC | 106,833 | $9.81M | 0.32% | −267−0.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 106,443 | $9.77M | 0.46% | +16,913+18.9% | Added |
| Keel Point, LLC | 105,700 | $9.71M | 0.64% | +3,848+3.8% | Added |