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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 42,227 | $3.88M | 0.02% | −62,820−59.8% | Reduced |
| Buckhead Capital Management LLC | 42,194 | $3.87M | 1.50% | −22,541−34.8% | Reduced |
| Horizon Investments, LLC | 42,169 | $3.87M | 0.06% | +20,717+96.6% | Added |
| Los Angeles Capital Management LLC | 41,880 | $3.85M | 0.01% | −26,764−39.0% | Reduced |
| Canandaigua National Bank & Trust Co | 41,546 | $3.82M | 0.35% | +1,099+2.7% | Added |
| Waterloo Capital, L.P. | 41,460 | $3.81M | 0.31% | +3,860+10.3% | Added |
| Resources Investment Advisors, LLC. | 41,396 | $3.80M | 0.04% | −628−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 40,259 | $3.70M | 0.12% | +1,922+5.0% | Added |
| Callan Family Office, LLC | 40,147 | $3.69M | 0.12% | +26,899+203.0% | Added |
| First National Bank of Omaha | 40,089 | $3.68M | 0.24% | +3,038+8.2% | Added |
| Ameritas Investment Partners, Inc. | 40,068 | $3.68M | 0.12% | −190.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,956 | $3.67M | 0.41% | −911−2.2% | Reduced |
| JPL Wealth Management, LLC | 39,943 | $3.67M | 0.99% | +127+0.3% | Added |
| Intact Investment Management Inc. | 39,400 | $3.62M | 0.12% | −5,900−13.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 39,335 | $3.61M | 0.05% | −10,712−21.4% | Reduced |
| OneAscent Wealth Management LLC | 39,293 | $3.61M | 1.33% | +6,063+18.2% | Added |
| Peapack Gladstone Financial Corp | 39,278 | $3.61M | 0.05% | −31−0.1% | Reduced |
| Essex Financial Services, Inc. | 39,225 | $3.60M | 0.24% | −629−1.6% | Reduced |
| Omers Administration Corp | 39,180 | $3.60M | 0.03% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 39,174 | $3.60M | 0.05% | +39,174 | New |
| Boston Partners | 39,137 | $3.59M | 0.00% | −272,913−87.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 38,498 | $3.54M | 0.14% | −411−1.1% | Reduced |
| First National Advisers, LLC | 38,327 | $3.52M | 0.52% | +452+1.2% | Added |
| Birmingham Capital Management Co Inc | 38,225 | $3.51M | 1.55% | −8,200−17.7% | Reduced |
| OmniStar Financial Group, Inc. | 38,055 | $3.49M | 2.62% | +1,756+4.8% | Added |
| Richard Bernstein Advisors LLC | 37,921 | $3.48M | 0.09% | +37,921 | New |
| Empirical Finance, LLC | 37,775 | $3.47M | 0.18% | +246+0.7% | Added |
| CBOE Vest Financial, LLC | 37,375 | $3.43M | 0.05% | +10,537+39.3% | Added |
| Bank Ozk | 37,359 | $3.43M | 1.32% | +1,209+3.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 38,459 | $3.43M | 1.94% | −2,720−6.6% | Reduced |
| Ieq Capital, LLC | 37,319 | $3.43M | 0.02% | −11,454−23.5% | Reduced |
| HighPoint Advisor Group LLC | 37,102 | $3.41M | 0.18% | −177−0.5% | Reduced |
| Marietta Investment Partners LLC | 37,046 | $3.40M | 0.74% | +15,152+69.2% | Added |
| Empowered Funds, LLC | 36,991 | $3.40M | 0.04% | +2,988+8.8% | Added |
| BCJ Capital Management, LLC | 36,811 | $3.38M | 0.23% | −168−0.5% | Reduced |
| LongView Wealth Management | 36,784 | $3.38M | 1.02% | −2,140−5.5% | Reduced |
| Cary Street Partners Financial LLC | 36,531 | $3.35M | 0.09% | −28,954−44.2% | Reduced |
| Daymark Wealth Partners, LLC | 36,505 | $3.35M | 0.13% | +182+0.5% | Added |
| Sovereign Financial Group, Inc. | 36,496 | $3.35M | 0.69% | −569−1.5% | Reduced |
| Mutual Advisors, LLC | 34,981 | $3.34M | 0.08% | +1,398+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 35,826 | $3.29M | 0.01% | +981+2.8% | Added |
| Waters Parkerson & Co., LLC | 35,750 | $3.28M | 0.16% | −8,154−18.6% | Reduced |
| Family Legacy, Inc. | 35,364 | $3.25M | 1.06% | −396−1.1% | Reduced |
| Vise Technologies, Inc. | 35,191 | $3.23M | 0.13% | +35,191 | New |
| Northwestern Mutual Investment Management Company, LLC | 35,061 | $3.22M | 0.05% | +212+0.6% | Added |
| Everence Capital Management Inc | 34,801 | $3.20M | 0.21% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 34,571 | $3.17M | 0.38% | +1,829+5.6% | Added |
| Equitable Trust Co | 34,527 | $3.17M | 0.16% | +6,843+24.7% | Added |
| Bokf, NA | 34,518 | $3.17M | 0.05% | −486−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 34,506 | $3.17M | 0.07% | −69,073−66.7% | Reduced |
| Capital Group Private Client Services, Inc. | 34,434 | $3.16M | 0.03% | −1,383−3.9% | Reduced |
| Forte Capital LLC | 34,221 | $3.14M | 0.34% | −191−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 34,043 | $3.13M | 0.14% | +2,600+8.3% | Added |
| Stonebridge Financial Group, LLC | 34,008 | $3.12M | 0.30% | +351+1.0% | Added |
| Lantz Financial LLC | 33,726 | $3.10M | 0.77% | −753−2.2% | Reduced |
| KCM Investment Advisors LLC | 33,476 | $3.07M | 0.10% | +750+2.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 33,411 | $3.07M | 0.09% | +824+2.5% | Added |
| Oakworth Capital, Inc. | 33,328 | $3.06M | 0.20% | −1,438−4.1% | Reduced |
| Rockline Wealth Management, LLC | 33,317 | $3.06M | 0.72% | +363+1.1% | Added |
| First National Trust Co | 33,241 | $3.05M | 0.11% | −19−0.1% | Reduced |
| Robbins Farley LLC | 33,219 | $3.05M | 1.42% | +765+2.4% | Added |
| Nepsis, Inc. | 33,191 | $3.05M | 0.85% | −11,202−25.2% | Reduced |
| Woodmont Investment Counsel LLC | 33,101 | $3.04M | 0.20% | −264−0.8% | Reduced |
| Cushing Asset Management, LP | 33,000 | $3.03M | 0.18% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 32,851 | $3.02M | 0.08% | +3,602+12.3% | Added |
| Moloney Securities Asset Management, LLC | 32,842 | $3.02M | 0.37% | −114−0.3% | Reduced |
| Adalta Capital Management LLC | 32,794 | $3.01M | 1.51% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 32,489 | $2.98M | 0.03% | −3,555−9.9% | Reduced |
| Leo Wealth, LLC | 32,303 | $2.97M | 0.23% | +5,861+22.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,050 | $2.95M | 1.65% | 00.0% | Unchanged |
| South State Corp. | 32,068 | $2.94M | 0.13% | +269+0.8% | Added |
| Slagle Financial, LLC | 32,042 | $2.94M | 1.19% | +27,077+545.4% | Added |
| Pettyjohn, Wood & White, Inc | 32,010 | $2.94M | 0.53% | −135−0.4% | Reduced |
| apricus wealth, LLC | 31,985 | $2.94M | 1.71% | −70−0.2% | Reduced |
| Citizens Financial Group Inc | 31,950 | $2.93M | 0.05% | +4,232+15.3% | Added |
| Marshall Financial Group LLC | 31,536 | $2.89M | 0.57% | +864+2.8% | Added |
| West Paces Advisors Inc. | 31,466 | $2.89M | 0.61% | +4,047+14.8% | Added |
| Financial Advisory Service, Inc. | 31,329 | $2.88M | 0.21% | +1,987+6.8% | Added |
| Leelyn Smith, LLC | 31,191 | $2.86M | 0.47% | +295+1.0% | Added |
| Texas Yale Capital Corp. | 31,013 | $2.85M | 0.09% | −457−1.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 30,873 | $2.84M | 0.24% | −536−1.7% | Reduced |
| Ethic Inc. | 31,141 | $2.83M | 0.05% | −35−0.1% | Reduced |
| Naviter Wealth, LLC | 30,817 | $2.83M | 0.35% | +825+2.8% | Added |
| Armis Advisers, LLC | 30,528 | $2.83M | 0.22% | +6,218+25.6% | Added |
| Biltmore Family Office, LLC | 30,697 | $2.82M | 0.48% | −75−0.2% | Reduced |
| Courier Capital LLC | 30,689 | $2.82M | 0.17% | −651−2.1% | Reduced |
| Geneos Wealth Management Inc. | 30,683 | $2.82M | 0.07% | +9,883+47.5% | Added |
| Shoker Investment Counsel, Inc. | 30,579 | $2.81M | 0.88% | +185+0.6% | Added |
| McRae Capital Management Inc | 30,552 | $2.81M | 0.57% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 30,532 | $2.80M | 0.20% | +470+1.6% | Added |
| Advyzon Investment Management, LLC | 30,422 | $2.79M | 0.62% | +27,610+981.9% | Added |
| Congress Wealth Management LLC | 30,360 | $2.79M | 0.03% | −675−2.2% | Reduced |
| Miller Howard Investments Inc | 30,335 | $2.79M | 0.09% | +1,604+5.6% | Added |
| Reaves W H & Co Inc | 30,048 | $2.76M | 0.06% | −4,350−12.6% | Reduced |
| Clarkston Capital Partners, LLC | 30,000 | $2.75M | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.75M | 0.10% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 29,849 | $2.74M | 0.93% | −314−1.0% | Reduced |
| Holderness Investments Co | 29,845 | $2.74M | 0.59% | −860−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,789 | $2.74M | 0.19% | −2,066−6.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,719 | $2.73M | 0.06% | +3,519+13.4% | Added |