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 5 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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 69,033 | $6.34M | 4.03% | −377−0.5% | Reduced |
| Worldquant Millennium Advisors LLC | 68,666 | $6.31M | 0.03% | +50,057+269.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 68,186 | $6.26M | 1.17% | +455+0.7% | Added |
| Oppenheimer & Co Inc | 67,980 | $6.24M | 0.08% | +9,086+15.4% | Added |
| Farmers Trust Co | 66,560 | $6.11M | 1.14% | +17,286+35.1% | Added |
| Hartford Investment Management Co | 66,352 | $6.09M | 0.19% | −484−0.7% | Reduced |
| Capital Investment Counsel, LLC | 66,076 | $6.07M | 0.94% | −4,152−5.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 65,692 | $6.03M | 1.37% | +477+0.7% | Added |
| Marietta Wealth Management, LLC | 65,571 | $6.02M | 0.79% | +1,460+2.3% | Added |
| Morgan Dempsey Capital Management LLC | 65,415 | $6.01M | 2.51% | −808−1.2% | Reduced |
| Nordea Investment Management AB | 65,349 | $5.96M | 0.01% | +1,063+1.7% | Added |
| Moors & Cabot, Inc. | 64,008 | $5.88M | 0.27% | −177−0.3% | Reduced |
| Woodstock Corp | 63,725 | $5.85M | 0.54% | +10.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 63,196 | $5.80M | 0.45% | −510−0.8% | Reduced |
| Umb Bank N A | 62,990 | $5.78M | 0.09% | −1,028−1.6% | Reduced |
| Resolution Capital Ltd | 61,987 | $5.69M | 0.11% | +26,632+75.3% | Added |
| Alberta Investment Management Corp | 61,600 | $5.66M | 0.04% | −142,806−69.9% | Reduced |
| Voleon Capital Management LP | 61,438 | $5.64M | 0.31% | −30,368−33.1% | Reduced |
| Shilanski & Associates, Inc. | 61,207 | $5.62M | 1.61% | −492−0.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 61,045 | $5.61M | 1.33% | −1,579−2.5% | Reduced |
| Trinity Legacy Partners, LLC | 59,974 | $5.60M | 1.36% | +424+0.7% | Added |
| Grant Private Wealth Management Inc | 60,811 | $5.58M | 3.17% | +60,811 | New |
| Schnieders Capital Management LLC | 59,217 | $5.44M | 0.95% | +393+0.7% | Added |
| Wealthcare Advisory Partners LLC | 59,056 | $5.42M | 0.12% | +6,155+11.6% | Added |
| Arrow Capital Pty Ltd | 38,642 | $5.42M | 2.62% | −11,358−22.7% | Reduced |
| Bridge Creek Capital Management LLC | 58,956 | $5.41M | 1.59% | +398+0.7% | Added |
| Advisors Asset Management, Inc. | 58,714 | $5.39M | 0.10% | +7,360+14.3% | Added |
| Goelzer Investment Management, Inc. | 58,599 | $5.38M | 0.29% | −780−1.3% | Reduced |
| GQG Partners LLC | 58,539 | $5.38M | 0.01% | +7,461+14.6% | Added |
| Louisiana State Employees Retirement System | 58,000 | $5.33M | 0.10% | −900−1.5% | Reduced |
| Securian Asset Management, Inc | 57,426 | $5.27M | 0.15% | −542−0.9% | Reduced |
| Meridian Wealth Management, LLC | 57,264 | $5.26M | 0.22% | +56+0.1% | Added |
| Clearbridge Investments, LLC | 56,845 | $5.22M | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 56,408 | $5.18M | 0.07% | −1,117−1.9% | Reduced |
| Gulf International Bank (UK) Ltd | 56,335 | $5.17M | 0.18% | −6,023−9.7% | Reduced |
| Sagespring Wealth Partners, LLC | 56,084 | $5.15M | 0.11% | +1,468+2.7% | Added |
| United Bank | 55,974 | $5.14M | 1.97% | −170.0% | Reduced |
| Clearstead Advisors, LLC | 55,947 | $5.14M | 0.07% | +522+0.9% | Added |
| Profund Advisors LLC | 55,252 | $5.07M | 0.18% | +12,097+28.0% | Added |
| Money Concepts Capital Corp | 54,981 | $5.05M | 0.34% | +661+1.2% | Added |
| Glenmede Investment Management, LP | 54,803 | $5.03M | 0.03% | +54,803 | New |
| Virginia Wealth Management Group, Inc. | 54,599 | $5.01M | 3.05% | −213−0.4% | Reduced |
| Baugh & Associates, LLC | 58,803 | $5.01M | 2.61% | −2,683−4.4% | Reduced |
| Wesbanco Bank Inc | 54,012 | $4.96M | 0.15% | +2,609+5.1% | Added |
| Signaturefd, LLC | 53,874 | $4.95M | 0.08% | +3,373+6.7% | Added |
| Maryland State Retirement & Pension System | 53,557 | $4.92M | 0.11% | +2,350+4.6% | Added |
| Trajan Wealth LLC | 53,430 | $4.91M | 0.24% | +226+0.4% | Added |
| American Trust Investment Advisors, LLC | 53,224 | $4.89M | 2.47% | −7,720−12.7% | Reduced |
| Main Street Financial Solutions, LLC | 52,685 | $4.84M | 0.35% | +390+0.7% | Added |
| Providence Capital Advisors, LLC | 52,463 | $4.82M | 0.88% | +11,158+27.0% | Added |
| Csenge Advisory Group | 53,376 | $4.80M | 0.25% | −358−0.7% | Reduced |
| Cornerstone Capital, Inc. | 52,278 | $4.80M | 0.50% | −8,241−13.6% | Reduced |
| Swedbank AB | 52,275 | $4.80M | 0.01% | +52,275 | New |
| Tokio Marine Asset Management Co Ltd | 51,277 | $4.71M | 0.18% | +1,398+2.8% | Added |
| Greatmark Investment Partners, Inc. | 51,230 | $4.70M | 0.59% | +1,445+2.9% | Added |
| New Mexico Educational Retirement Board | 51,187 | $4.70M | 0.15% | 00.0% | Unchanged |
| Kentucky Trust Co | 50,698 | $4.66M | 2.67% | −1,194−2.3% | Reduced |
| Old National Bancorp | 50,443 | $4.63M | 0.08% | +50,443 | New |
| Atomi Financial Group, Inc. | 50,402 | $4.63M | 0.18% | +30,374+151.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 50,326 | $4.62M | 0.87% | −4,170−7.7% | Reduced |
| Advisors Preferred, LLC | 50,017 | $4.62M | 0.76% | +40,867+446.6% | Added |
| All Terrain Financial Advisors, LLC | 50,129 | $4.60M | 1.67% | +110.0% | Added |
| Montag A & Associates Inc | 49,499 | $4.55M | 0.22% | −864−1.7% | Reduced |
| RSM US Wealth Management LLC | 49,487 | $4.54M | 0.06% | +5,830+13.4% | Added |
| Agf Management Ltd | 49,238 | $4.52M | 0.02% | +4,256+9.5% | Added |
| First Citizens Bank & Trust Co | 49,200 | $4.52M | 0.08% | −9,292−15.9% | Reduced |
| Coastal Bridge Advisors, LLC | 48,539 | $4.46M | 0.37% | +550+1.1% | Added |
| Strategic Planning Group, LLC | 48,484 | $4.45M | 0.72% | +48,484 | New |
| Norinchukin Bank, The | 48,471 | $4.45M | 0.07% | +311+0.6% | Added |
| Annex Advisory Services, LLC | 48,378 | $4.44M | 0.11% | −12,206−20.1% | Reduced |
| Laurel Wealth Advisors LLC | 48,147 | $4.42M | 0.66% | +87+0.2% | Added |
| Hengehold Capital Management LLC | 48,042 | $4.41M | 0.40% | +269+0.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 47,746 | $4.38M | 0.21% | +192+0.4% | Added |
| Prudential PLC | 47,703 | $4.38M | 0.03% | −643−1.3% | Reduced |
| Sigma Planning Corp | 47,576 | $4.37M | 0.13% | −5,202−9.9% | Reduced |
| Pathway Financial Advisers, LLC | 47,441 | $4.36M | 1.41% | +578+1.2% | Added |
| Morton Community Bank | 47,327 | $4.35M | 1.08% | +1,692+3.7% | Added |
| First Bank & Trust | 46,783 | $4.30M | 0.77% | −1,043−2.2% | Reduced |
| Brown Advisory Inc | 46,458 | $4.27M | 0.01% | −177−0.4% | Reduced |
| Apollon Financial, LLC | 46,012 | $4.23M | 0.88% | +700+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,111 | $4.14M | 0.00% | +2,323+5.4% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.12M | 0.52% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 44,786 | $4.11M | 1.30% | +300+0.7% | Added |
| Park Avenue Securities LLC | 44,632 | $4.10M | 0.04% | +44,632 | New |
| Concord Wealth Partners | 44,504 | $4.09M | 0.60% | +1,672+3.9% | Added |
| Concord Asset Management, LLC | 44,504 | $4.09M | 0.61% | +5,323+13.6% | Added |
| Level Four Advisory Services, LLC | 44,489 | $4.09M | 0.15% | +355+0.8% | Added |
| Diversified Enterprises, LLC | 44,390 | $4.08M | 0.30% | +4,602+11.6% | Added |
| Bailard, Inc. | 44,096 | $4.05M | 0.09% | +545+1.3% | Added |
| AE Wealth Management LLC | 43,986 | $4.04M | 0.03% | +181+0.4% | Added |
| Farther Finance Advisors, LLC | 43,859 | $4.03M | 0.08% | +3,268+8.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 43,843 | $4.03M | 0.01% | +30,780+235.6% | Added |
| Palisade Asset Management, LLC | 43,817 | $4.02M | 0.40% | −1,650−3.6% | Reduced |
| MTM Investment Management, LLC | 43,597 | $4.00M | 1.34% | −344−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 43,586 | $4.00M | 0.04% | −53,446−55.1% | Reduced |
| Wills Financial Group LLC | 43,461 | $3.99M | 1.73% | +1,994+4.8% | Added |
| Great Lakes Advisors, LLC | 43,360 | $3.98M | 0.03% | +120.0% | Added |
| TrueWealth Advisors, LLC | 43,346 | $3.98M | 1.18% | +1,664+4.0% | Added |
| Zions Bancorporation, National Association | 43,065 | $3.95M | 0.21% | −16,016−27.1% | Reduced |
| Argent Trust Co | 43,039 | $3.95M | 0.15% | +3,389+8.5% | Added |