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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 105,038 | $9.65M | 0.02% | +34,031+47.9% | Added |
| Bell Bank | 104,638 | $9.61M | 0.45% | −20,435−16.3% | Reduced |
| Principle Wealth Partners LLC | 104,317 | $9.58M | 0.60% | −605−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 104,100 | $9.56M | 0.36% | +1,562+1.5% | Added |
| NEOS Investment Management LLC | 103,398 | $9.50M | 0.12% | +21,390+26.1% | Added |
| IFG Advisory, LLC | 103,041 | $9.46M | 0.48% | +2,819+2.8% | Added |
| Blair William & Co | 102,596 | $9.42M | 0.03% | +795+0.8% | Added |
| Sagefield Capital LP | 101,942 | $9.36M | 1.31% | −50,588−33.2% | Reduced |
| AXA S.A. | 101,923 | $9.36M | 0.03% | +93,783+1,152.1% | Added |
| Avantax Advisory Services, Inc. | 101,609 | $9.33M | 0.05% | +2,486+2.5% | Added |
| Mirae Asset Securities (USA) Inc. | 100,260 | $9.21M | 0.41% | +100,260 | New |
| ARS Wealth Advisors Group, LLC | 100,186 | $9.20M | 1.06% | +1,386+1.4% | Added |
| StoneX Group Inc. | 100,152 | $9.20M | 0.45% | +2,526+2.6% | Added |
| Capital Fund Management S.A. | 99,889 | $9.17M | 0.10% | −289,429−74.3% | Reduced |
| Atria Investments LLC | 99,626 | $9.15M | 0.11% | −19,773−16.6% | Reduced |
| KBC Group NV | 99,350 | $9.12M | 0.02% | +14,908+17.7% | Added |
| Metis Global Partners, LLC | 99,130 | $9.10M | 0.23% | +6,601+7.1% | Added |
| Rothschild Investment LLC | 98,839 | $9.08M | 0.57% | −2,155−2.1% | Reduced |
| Am Investment Strategies LLC | 98,838 | $9.08M | 2.14% | +1,058+1.1% | Added |
| Visionary Wealth Advisors | 98,495 | $9.04M | 0.46% | +2,275+2.4% | Added |
| Advisors Management Group Inc | 98,332 | $9.03M | 1.70% | −978−1.0% | Reduced |
| CWM, LLC | 98,283 | $9.03M | 0.03% | +5,118+5.5% | Added |
| Kovitz Investment Group Partners, LLC | 98,220 | $9.02M | 0.04% | −3,895−3.8% | Reduced |
| Prospera Financial Services Inc | 97,085 | $8.92M | 0.17% | +19,411+25.0% | Added |
| Associated Banc-Corp | 96,450 | $8.86M | 0.25% | −1,526−1.6% | Reduced |
| Fiduciary Group LLC | 96,142 | $8.83M | 0.83% | −810−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 94,970 | $8.72M | 0.15% | +800+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 94,829 | $8.71M | 0.64% | +2,695+2.9% | Added |
| Neuberger Berman Group LLC | 93,737 | $8.61M | 0.01% | +13,216+16.4% | Added |
| Thrivent Financial for Lutherans | 93,638 | $8.58M | 0.02% | +29,408+45.8% | Added |
| GWN Securities Inc. | 92,536 | $8.53M | 1.58% | −65,215−41.3% | Reduced |
| Ronald Blue Trust, Inc. | 92,536 | $8.50M | 0.10% | +903+1.0% | Added |
| Dynamic Advisor Solutions LLC | 92,413 | $8.49M | 0.26% | +2,350+2.6% | Added |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.45M | 0.14% | −15,446−14.4% | Reduced |
| Kempen Capital Management N.V. | 91,747 | $8.43M | 0.08% | +91,747 | New |
| Cornerstone Wealth Group, LLC | 91,413 | $8.39M | 0.63% | +778+0.9% | Added |
| J.W. Cole Advisors, Inc. | 90,424 | $8.30M | 0.18% | +6,932+8.3% | Added |
| Windle Wealth, LLC | 89,931 | $8.26M | 4.04% | +1,037+1.2% | Added |
| Sequoia Financial Advisors, LLC | 89,739 | $8.24M | 0.06% | +4,796+5.6% | Added |
| Advocate Group LLC | 89,373 | $8.21M | 1.47% | −1,648−1.8% | Reduced |
| Allianz Asset Management GmbH | 88,995 | $8.17M | 0.01% | −25,892−22.5% | Reduced |
| Beacon Pointe Advisors, LLC | 88,649 | $8.14M | 0.09% | +2,061+2.4% | Added |
| Robeco Institutional Asset Management B.V. | 88,418 | $8.12M | 0.01% | −115,837−56.7% | Reduced |
| Davenport & Co LLC | 88,040 | $8.08M | 0.04% | −5,414−5.8% | Reduced |
| Hantz Financial Services, Inc. | 87,918 | $8.07M | 0.13% | −2,726−3.0% | Reduced |
| Lifeworks Advisors, LLC | 86,873 | $7.98M | 1.19% | +1,594+1.9% | Added |
| Chronos Wealth Management, LLC | 86,545 | $7.95M | 4.12% | +805+0.9% | Added |
| Summit Financial, LLC | 86,489 | $7.94M | 0.18% | +6,275+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 85,856 | $7.88M | 0.06% | +1,207+1.4% | Added |
| Mainstay Capital Management LLC | 85,744 | $7.87M | 0.39% | +44,651+108.7% | Added |
| Apollon Wealth Management, LLC | 85,084 | $7.81M | 0.15% | +11,705+16.0% | Added |
| Thomasville National Bank | 84,492 | $7.76M | 0.53% | −1,270−1.5% | Reduced |
| Merit Financial Group, LLC | 84,302 | $7.74M | 0.09% | +12,392+17.2% | Added |
| Janus Henderson Group PLC | 84,206 | $7.73M | 0.00% | +5,205+6.6% | Added |
| Foster Victor Wealth Advisors, LLC | 83,551 | $7.68M | 0.52% | +3,068+3.8% | Added |
| Lido Advisors, LLC | 83,595 | $7.68M | 0.04% | −1,347−1.6% | Reduced |
| Guggenheim Capital LLC | 83,483 | $7.67M | 0.06% | +5,485+7.0% | Added |
| First PREMIER Bank | 83,083 | $7.63M | 1.85% | −1,288−1.5% | Reduced |
| Spirepoint Private Client, LLC | 82,844 | $7.61M | 0.86% | +892+1.1% | Added |
| United Capital Financial Advisers, LLC | 82,742 | $7.60M | 0.06% | +3,501+4.4% | Added |
| Parkside Investments, LLC | 82,141 | $7.54M | 1.02% | +808+1.0% | Added |
| Albion Financial Group | 82,110 | $7.54M | 0.49% | −934−1.1% | Reduced |
| Central Trust Co | 81,871 | $7.52M | 0.17% | −1,038−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 81,840 | $7.52M | 0.15% | +6,487+8.6% | Added |
| Sky Investment Group LLC | 80,374 | $7.38M | 1.29% | −1,950−2.4% | Reduced |
| Cullen Investment Group, Ltd. | 79,392 | $7.29M | 1.03% | +11,169+16.4% | Added |
| D.A. Davidson & Co. | 79,075 | $7.26M | 0.05% | +5,931+8.1% | Added |
| Trustmark National Bank Trust Department | 79,017 | $7.26M | 0.50% | +616+0.8% | Added |
| Massmutual Trust Co FSB | 78,730 | $7.23M | 0.19% | −1,214−1.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 78,632 | $7.22M | 0.03% | −56,823−41.9% | Reduced |
| Kestra Private Wealth Services, LLC | 77,447 | $7.11M | 0.10% | +7,971+11.5% | Added |
| Aull & Monroe Investment Management Corp | 77,238 | $7.09M | 3.81% | −3,125−3.9% | Reduced |
| Core Alternative Capital | 77,227 | $7.09M | 1.94% | −10,987−12.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 77,216 | $7.09M | 0.61% | −9,208−10.7% | Reduced |
| TD Waterhouse Canada Inc. | 75,965 | $7.00M | 0.05% | −15,955−17.4% | Reduced |
| Railway Pension Investments Ltd | 76,200 | $7.00M | 0.10% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 76,117 | $6.99M | 0.27% | −3,618−4.5% | Reduced |
| Mizuho Securities USA LLC | 75,957 | $6.98M | 0.15% | +75,957 | New |
| Anchor Investment Management, LLC | 75,684 | $6.95M | 0.61% | +701+0.9% | Added |
| Equitable Holdings, Inc. | 75,581 | $6.94M | 0.06% | +3,152+4.4% | Added |
| Coldstream Capital Management Inc | 75,509 | $6.93M | 0.11% | +1,239+1.7% | Added |
| Vident Advisory, LLC | 75,445 | $6.93M | 0.08% | +10,377+15.9% | Added |
| Naples Global Advisors, LLC | 75,092 | $6.90M | 0.59% | +1,120+1.5% | Added |
| Coston, McIsaac & Partners | 75,084 | $6.89M | 1.79% | +557+0.7% | Added |
| MainStreet Investment Advisors LLC | 74,603 | $6.85M | 0.95% | −1,485−2.0% | Reduced |
| UniSuper Management Pty Ltd | 74,015 | $6.80M | 0.05% | −1,544−2.0% | Reduced |
| Old Point Trust & Financial Services N A | 73,583 | $6.76M | 2.36% | −2,140−2.8% | Reduced |
| Longbow Finance SA | 73,524 | $6.75M | 0.72% | +73,524 | New |
| City Holding Co | 73,474 | $6.75M | 0.88% | +1,638+2.3% | Added |
| Nicholas Hoffman & Company, LLC. | 72,897 | $6.69M | 0.17% | −60.0% | Reduced |
| Carret Asset Management, LLC | 72,546 | $6.66M | 0.71% | −678−0.9% | Reduced |
| BFSG, LLC | 72,229 | $6.63M | 0.74% | +85+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 71,554 | $6.57M | 1.20% | +468+0.7% | Added |
| Simmons Bank | 70,632 | $6.49M | 0.46% | +1,516+2.2% | Added |
| South Dakota Investment Council | 70,240 | $6.45M | 0.12% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 70,210 | $6.45M | 0.06% | +2,299+3.4% | Added |
| Kentucky Retirement Systems | 70,189 | $6.45M | 0.19% | −4,600−6.2% | Reduced |
| GF Fund Management Co. Ltd. | 70,122 | $6.44M | 0.13% | −13,233−15.9% | Reduced |
| Telos Capital Management, Inc. | 69,521 | $6.38M | 0.65% | +418+0.6% | Added |
| Freestone Capital Holdings, LLC | 69,351 | $6.37M | 0.22% | +69,351 | New |