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 |
|---|---|---|---|---|---|
| Ilex Capital Partners (UK) LLP | 29,702 | $2.73M | 0.09% | +29,702 | New |
| HF Advisory Group, LLC | 29,473 | $2.71M | 1.07% | +4,303+17.1% | Added |
| Allen Capital Group, LLC | 29,405 | $2.70M | 0.28% | +125+0.4% | Added |
| Centaurus Financial, Inc. | 29,279 | $2.69M | 0.16% | −91−0.3% | Reduced |
| LBMC Investment Advisors, LLC | 29,269 | $2.69M | 0.19% | −2,192−7.0% | Reduced |
| Pullen Investment Management, LLC | 29,221 | $2.68M | 1.62% | −409−1.4% | Reduced |
| Broadwater Capital Management LLC | 2,679,967 | $2.68M | 2.08% | +2,650,783+9,083.0% | Added |
| Hilltop National Bank | 28,833 | $2.65M | 0.69% | +28,833 | New |
| Jacobi Capital Management LLC | 28,620 | $2.63M | 0.17% | +168+0.6% | Added |
| Chemung Canal Trust Co | 28,609 | $2.63M | 0.55% | −4,687−14.1% | Reduced |
| Rahlfs Capital, LLC | 28,370 | $2.61M | 2.39% | −1,200−4.1% | Reduced |
| TFG Advisers LLC | 28,309 | $2.60M | 0.89% | −23−0.1% | Reduced |
| Sargent Investment Group, LLC | 27,425 | $2.60M | 0.35% | +22,806+493.7% | Added |
| Tyche Wealth Partners LLC | 28,121 | $2.58M | 0.52% | +31+0.1% | Added |
| Aurora Investment Counsel | 28,017 | $2.57M | 1.36% | +513+1.9% | Added |
| We Are One Seven, LLC | 27,606 | $2.54M | 0.08% | +99+0.4% | Added |
| Great Valley Advisor Group, Inc. | 27,452 | $2.52M | 0.06% | −3,419−11.1% | Reduced |
| Bayesian Capital Management, LP | 27,300 | $2.51M | 0.40% | +27,300 | New |
| Smith Chas P & Associates Pa Cpas | 27,147 | $2.49M | 0.14% | −49−0.2% | Reduced |
| Soundwatch Capital LLC | 1,125,364 | $2.49M | 0.53% | +1,125,364 | New |
| Elo Mutual Pension Insurance Co | 27,098 | $2.49M | 0.05% | +1,099+4.2% | Added |
| GAM Holding AG | 27,089 | $2.49M | 0.17% | +83+0.3% | Added |
| Fiduciary Alliance LLC | 27,024 | $2.48M | 0.19% | +527+2.0% | Added |
| Ausdal Financial Partners, Inc. | 26,837 | $2.46M | 0.16% | +21,151+372.0% | Added |
| Oak Harbor Wealth Partners, LLC | 26,822 | $2.46M | 0.67% | +3,835+16.7% | Added |
| Toroso Investments, LLC | 26,771 | $2.46M | 0.02% | +6,645+33.0% | Added |
| Vectors Research Management, LLC | 26,704 | $2.45M | 0.84% | −222−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 26,497 | $2.43M | 0.27% | −50−0.2% | Reduced |
| Quadrature Capital Ltd | 26,372 | $2.42M | 0.04% | +26,372 | New |
| Little House Capital LLC | 26,312 | $2.42M | 0.61% | −1,974−7.0% | Reduced |
| Argyle Capital Management Inc. | 26,271 | $2.41M | 0.87% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 26,092 | $2.40M | 0.36% | −110.0% | Reduced |
| Vinva Investment Management Ltd | 26,340 | $2.39M | 0.06% | +4,915+22.9% | Added |
| Stamos Capital Partners, L.P. | 26,017 | $2.39M | 0.43% | +4,734+22.2% | Added |
| Kavar Capital Partners Group, LLC | 25,943 | $2.38M | 0.34% | −1,000−3.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,863 | $2.38M | 0.74% | +781+3.1% | Added |
| Capital Square, LLC | 25,586 | $2.37M | 1.26% | +159+0.6% | Added |
| Mather Group, LLC. | 25,815 | $2.37M | 0.03% | +3,112+13.7% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.37M | 0.64% | 00.0% | Unchanged |
| Old North State Trust, LLC | 25,756 | $2.37M | 1.62% | +772+3.1% | Added |
| Perigon Wealth Management, LLC | 25,747 | $2.36M | 0.06% | +190+0.7% | Added |
| Mechanics Bank Trust Department | 25,685 | $2.36M | 0.34% | −1,029−3.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 25,637 | $2.35M | 0.39% | −90.0% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 25,611 | $2.35M | 1.57% | +25,611 | New |
| Fulton Bank, N.A. | 25,580 | $2.35M | 0.09% | −4,046−13.7% | Reduced |
| Private Trust Co NA | 25,551 | $2.35M | 0.22% | −792−3.0% | Reduced |
| Harbour Investments, Inc. | 25,524 | $2.34M | 0.06% | +2,100+9.0% | Added |
| GAMMA Investing LLC | 25,479 | $2.34M | 0.15% | +4,226+19.9% | Added |
| IHT Wealth Management, LLC | 25,394 | $2.33M | 0.06% | −774−3.0% | Reduced |
| Ascent Wealth Partners, LLC | 25,322 | $2.33M | 0.29% | +139+0.6% | Added |
| PFG Investments, LLC | 25,265 | $2.32M | 0.14% | −1,625−6.0% | Reduced |
| Sterling Capital Management LLC | 25,168 | $2.31M | 0.03% | +21,716+629.1% | Added |
| Pacitti Group Inc. | 25,132 | $2.31M | 1.00% | +1,777+7.6% | Added |
| Change Path, LLC | 25,025 | $2.30M | 0.06% | +2,583+11.5% | Added |
| Brevan Howard Capital Management LP | 25,010 | $2.30M | 0.03% | +25,010 | New |
| American Assets Investment Management, LLC | 25,000 | $2.30M | 0.18% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 24,890 | $2.29M | 0.12% | +2,417+10.8% | Added |
| Danske Bank A/S | 24,863 | $2.28M | 0.01% | +6,800+37.6% | Added |
| Linden Thomas Advisory Services, LLC | 24,862 | $2.28M | 0.25% | +1,044+4.4% | Added |
| Summit Trail Advisors, LLC | 24,790 | $2.28M | 0.04% | +24,790 | New |
| Brown Brothers Harriman & Co | 24,506 | $2.25M | 0.01% | +2,780+12.8% | Added |
| Stolper Co | 24,471 | $2.25M | 0.74% | −165−0.7% | Reduced |
| ZWJ Investment Counsel Inc | 24,442 | $2.24M | 0.08% | +1,340+5.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,428 | $2.24M | 0.01% | −2,587−9.6% | Reduced |
| MUFG Securities Americas Inc. | 24,358 | $2.24M | 0.19% | +3,201+15.1% | Added |
| Inman Jager Wealth Management, LLC | 24,171 | $2.22M | 1.50% | +485+2.0% | Added |
| Ci Investments Inc. | 24,091 | $2.21M | 0.01% | +722+3.1% | Added |
| Caldwell Trust Co | 24,055 | $2.21M | 0.22% | +2,371+10.9% | Added |
| Cape Investment Advisory, Inc. | 24,045 | $2.21M | 0.81% | +575+2.4% | Added |
| Atlantic Union Bankshares Corp | 23,780 | $2.18M | 0.05% | +15,396+183.6% | Added |
| S.E.E.D. Planning Group LLC | 23,752 | $2.18M | 0.68% | −144−0.6% | Reduced |
| D L Carlson Investment Group Inc | 23,670 | $2.17M | 0.40% | +916+4.0% | Added |
| Trust Co of Vermont | 23,663 | $2.17M | 0.10% | +1,382+6.2% | Added |
| Kingswood Wealth Advisors, LLC | 23,596 | $2.17M | 0.17% | +1,250+5.6% | Added |
| Americana Partners, LLC | 23,478 | $2.16M | 0.07% | −52,171−69.0% | Reduced |
| Siemens Fonds Invest GmbH | 23,431 | $2.15M | 0.13% | −553−2.3% | Reduced |
| Citizens National Bank Trust Department | 23,404 | $2.15M | 0.43% | −55−0.2% | Reduced |
| Smartleaf Asset Management LLC | 23,640 | $2.15M | 0.19% | −2,074−8.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,387 | $2.15M | 0.02% | −38,434−62.2% | Reduced |
| Nomura Holdings Inc | 23,294 | $2.14M | 0.02% | −20,934−47.3% | Reduced |
| First United Bank Trust | 23,224 | $2.13M | 0.74% | +1,272+5.8% | Added |
| Greenleaf Trust | 23,123 | $2.12M | 0.02% | −6,728−22.5% | Reduced |
| Southeast Asset Advisors Inc. | 23,089 | $2.12M | 0.25% | +57+0.2% | Added |
| Quadrant Capital Group LLC | 23,012 | $2.11M | 0.08% | −166−0.7% | Reduced |
| Wealthspire Advisors, LLC | 22,955 | $2.11M | 0.01% | +302+1.3% | Added |
| Old Port Advisors | 22,903 | $2.10M | 0.57% | −5,902−20.5% | Reduced |
| Essex LLC | 22,785 | $2.09M | 0.41% | −628−2.7% | Reduced |
| Qtron Investments LLC | 22,546 | $2.07M | 0.26% | −1,504−6.3% | Reduced |
| Bessemer Group Inc | 22,528 | $2.07M | 0.00% | −1,780−7.3% | Reduced |
| Wedbush Securities Inc | 22,390 | $2.06M | 0.07% | +697+3.2% | Added |
| Columbus Macro, LLC | 22,233 | $2.04M | 0.25% | +123+0.6% | Added |
| Sowell Financial Services LLC | 22,148 | $2.03M | 0.08% | −99−0.4% | Reduced |
| Verdence Capital Advisors LLC | 22,051 | $2.02M | 0.14% | −2,068−8.6% | Reduced |
| Plan Group Financial, LLC | 22,047 | $2.02M | 0.67% | +2,317+11.7% | Added |
| Baillie Gifford & Co | 21,972 | $2.02M | 0.00% | −2,667−10.8% | Reduced |
| HHM Wealth Advisors, LLC | 21,941 | $2.01M | 0.24% | −510−2.3% | Reduced |
| Assetmark, Inc | 21,832 | $2.00M | 0.00% | +3,040+16.2% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.00M | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21,741 | $2.00M | 0.04% | −2,878−11.7% | Reduced |
| TD Private Client Wealth LLC | 21,736 | $2.00M | 0.05% | −5,748−20.9% | Reduced |