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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 21,698 | $1.99M | 0.15% | +3,357+18.3% | Added |
| Buckingham Strategic Partners | 21,696 | $1.99M | 0.03% | −10,291−32.2% | Reduced |
| LVW Advisors, LLC | 21,643 | $1.99M | 0.22% | +1,990+10.1% | Added |
| Hilltop Holdings Inc. | 21,548 | $1.98M | 0.13% | +3,684+20.6% | Added |
| NBT Bank N A | 21,499 | $1.97M | 0.14% | −952−4.2% | Reduced |
| Venture Visionary Partners LLC | 21,462 | $1.97M | 0.07% | +1,476+7.4% | Added |
| Gladstone Institutional Advisory LLC | 21,356 | $1.96M | 0.08% | −1,584−6.9% | Reduced |
| MSH Capital Advisors LLC | 21,336 | $1.96M | 0.56% | +300+1.4% | Added |
| RDA Financial Network | 21,302 | $1.96M | 0.53% | +424+2.0% | Added |
| NBC Securities, Inc. | 21,272 | $1.95M | 0.16% | +432+2.1% | Added |
| NTV Asset Management LLC | 21,178 | $1.94M | 0.23% | +30.0% | Added |
| Capital Investment Advisory Services, LLC | 21,173 | $1.94M | 0.16% | +106+0.5% | Added |
| Bangor Savings Bank | 21,133 | $1.94M | 0.17% | +705+3.5% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $1.94M | 1.20% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 21,104 | $1.94M | 0.01% | −57,590−73.2% | Reduced |
| Modern Wealth Management, LLC | 21,091 | $1.94M | 0.05% | +13,698+185.3% | Added |
| Global Retirement Partners, LLC | 21,051 | $1.93M | 0.05% | +21,051 | New |
| Armor Investment Advisors, LLC | 20,975 | $1.93M | 0.73% | −596−2.8% | Reduced |
| Alaethes Wealth LLC | 20,952 | $1.92M | 0.57% | +18,702+831.2% | Added |
| Patten & Patten Inc | 20,881 | $1.92M | 0.12% | −86−0.4% | Reduced |
| LMG Wealth Partners, LLC | 20,865 | $1.92M | 0.39% | +1,165+5.9% | Added |
| Benedict Financial Advisors Inc | 20,701 | $1.90M | 0.43% | +90.0% | Added |
| Stock Yards Bank & Trust Co | 20,632 | $1.89M | 0.06% | −528−2.5% | Reduced |
| Ethos Financial Group, LLC | 20,620 | $1.89M | 0.16% | −23,382−53.1% | Reduced |
| Landscape Capital Management, L.L.C. | 20,358 | $1.87M | 0.15% | +17,659+654.3% | Added |
| First City Capital Management, Inc. | 20,332 | $1.87M | 1.08% | +565+2.9% | Added |
| Parsons Capital Management Inc | 20,324 | $1.87M | 0.11% | +500+2.5% | Added |
| Hudson Valley Investment Advisors Inc | 20,190 | $1.85M | 0.20% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 20,166 | $1.85M | 0.45% | −72−0.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,154 | $1.85M | 0.29% | +1,849+10.1% | Added |
| Weaver Capital Management LLC | 20,085 | $1.84M | 0.45% | −238−1.2% | Reduced |
| Mayfair Advisory Group, LLC | 19,438 | $1.84M | 0.87% | −612−3.1% | Reduced |
| Frank, Rimerman Advisors LLC | 20,037 | $1.84M | 0.12% | +1,652+9.0% | Added |
| Ritholtz Wealth Management | 20,036 | $1.84M | 0.04% | +3,065+18.1% | Added |
| Canal Insurance CO | 20,000 | $1.84M | 0.41% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 20,004 | $1.84M | 0.05% | +2,373+13.5% | Added |
| Regal Investment Advisors LLC | 19,973 | $1.83M | 0.14% | −1,105−5.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,961 | $1.83M | 0.25% | −8,738−30.4% | Reduced |
| Good Life Advisors, LLC | 19,946 | $1.83M | 0.11% | +337+1.7% | Added |
| Brooks, Moore & Associates, Inc. | 19,123 | $1.81M | 0.98% | +400+2.1% | Added |
| Adapt Wealth Advisors, LLC | 19,665 | $1.81M | 0.81% | +1,230+6.7% | Added |
| Ameritas Advisory Services, LLC | 19,537 | $1.79M | 0.09% | +2,511+14.7% | Added |
| Smith, Moore & Co. | 19,521 | $1.79M | 0.15% | −1,420−6.8% | Reduced |
| Donaldson Capital Management, LLC | 19,510 | $1.79M | 0.07% | −416−2.1% | Reduced |
| Accurate Wealth Management, LLC | 19,186 | $1.79M | 0.27% | +388+2.1% | Added |
| Bank of Hawaii | 19,313 | $1.77M | 0.09% | −8,623−30.9% | Reduced |
| Bahl & Gaynor Inc | 19,312 | $1.77M | 0.01% | +561+3.0% | Added |
| LVZ Advisors, Inc. | 19,122 | $1.76M | 0.21% | +378+2.0% | Added |
| Wedmont Private Capital | 19,086 | $1.76M | 0.07% | +2,031+11.9% | Added |
| NorthRock Partners, LLC | 19,067 | $1.75M | 0.05% | −214−1.1% | Reduced |
| Rollins Financial Advisors, LLC | 19,044 | $1.75M | 0.28% | +535+2.9% | Added |
| Skopos Labs, Inc. | 19,009 | $1.75M | 0.23% | +4,155+28.0% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.74M | 0.28% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 18,739 | $1.72M | 0.21% | +4,066+27.7% | Added |
| Aviva PLC | 18,714 | $1.72M | 0.00% | +771+4.3% | Added |
| Bryn Mawr Trust Co | 18,702 | $1.72M | 0.03% | +503+2.8% | Added |
| Compass Wealth Management, LLC | 18,645 | $1.71M | 0.92% | +18,645 | New |
| ICW Investment Advisors LLC | 18,578 | $1.71M | 0.67% | +150+0.8% | Added |
| Earnest Partners LLC | 18,536 | $1.70M | 0.01% | +763+4.3% | Added |
| SWAN Capital LLC | 18,525 | $1.70M | 0.74% | 00.0% | Unchanged |
| Ignite Planners, LLC | 18,052 | $1.70M | 0.30% | −998−5.2% | Reduced |
| Eagle Rock Investment Company, LLC | 18,356 | $1.69M | 0.27% | −73−0.4% | Reduced |
| Symphony Financial, Ltd. Co. | 18,848 | $1.69M | 0.22% | +10,456+124.6% | Added |
| Consolidated Planning Corp | 18,257 | $1.68M | 0.21% | −1,884−9.4% | Reduced |
| Johnson Financial Group, Inc. | 18,224 | $1.67M | 0.08% | +2,094+13.0% | Added |
| Axxcess Wealth Management, LLC | 18,222 | $1.67M | 0.04% | −783−4.1% | Reduced |
| Providence First Trust Co | 18,146 | $1.67M | 0.59% | −134−0.7% | Reduced |
| Peoples Financial Services Corp. | 18,102 | $1.66M | 0.82% | −1,149−6.0% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.66M | 0.64% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 17,501 | $1.65M | 1.08% | −2,112−10.8% | Reduced |
| Snowden Capital Advisors LLC | 17,993 | $1.65M | 0.05% | +1,663+10.2% | Added |
| SBI Securities Co., Ltd. | 17,928 | $1.65M | 0.05% | −1,231−6.4% | Reduced |
| Advisor OS, LLC | 17,873 | $1.64M | 0.16% | +1,651+10.2% | Added |
| Dearborn Partners LLC | 17,762 | $1.63M | 0.08% | −20,273−53.3% | Reduced |
| Pensionmark Financial Group, LLC | 17,736 | $1.63M | 0.04% | −2,002−10.1% | Reduced |
| Strategic Blueprint, LLC | 17,674 | $1.62M | 0.08% | +1,037+6.2% | Added |
| GTS Securities LLC | 17,530 | $1.61M | 0.07% | −15,001−46.1% | Reduced |
| Huber Capital Management LLC | 17,500 | $1.61M | 0.27% | +2,600+17.4% | Added |
| Jeppson Wealth Management, LLC | 17,469 | $1.60M | 0.55% | −34−0.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,432 | $1.60M | 0.09% | +17,432 | New |
| Romano Brothers and Company | 17,369 | $1.59M | 0.20% | −820−4.5% | Reduced |
| Primoris Wealth Advisors, LLC | 17,294 | $1.59M | 1.08% | −1,200−6.5% | Reduced |
| Wellington Shields & Co., LLC | 17,234 | $1.58M | 0.45% | −100−0.6% | Reduced |
| RFP Financial Group LLC | 17,131 | $1.57M | 0.65% | −757−4.2% | Reduced |
| Gleason Group, Inc. | 17,123 | $1.57M | 0.17% | +142+0.8% | Added |
| Constitution Capital LLC | 17,100 | $1.57M | 0.80% | +4,080+31.3% | Added |
| Diversified Trust Co | 17,071 | $1.57M | 0.03% | −9,398−35.5% | Reduced |
| Asset Advisors Investment Management, LLC | 17,048 | $1.57M | 0.15% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 17,015 | $1.56M | 0.13% | −521−3.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.56M | 0.18% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 16,985 | $1.56M | 0.90% | −907−5.1% | Reduced |
| Twin Capital Management Inc | 16,947 | $1.56M | 0.17% | −263−1.5% | Reduced |
| Burns J W & Co Inc | 16,857 | $1.55M | 0.19% | −375−2.2% | Reduced |
| Sumitomo Life Insurance Co | 16,827 | $1.55M | 0.10% | −1,141−6.4% | Reduced |
| National Asset Management, Inc. | 16,764 | $1.54M | 0.07% | −49,714−74.8% | Reduced |
| Agp Franklin, LLC | 16,725 | $1.54M | 0.81% | +12,435+289.9% | Added |
| Ashton Thomas Private Wealth, LLC | 16,697 | $1.53M | 0.05% | −1,287−7.2% | Reduced |
| XML Financial, LLC | 16,566 | $1.52M | 0.13% | +590+3.7% | Added |
| Driehaus Capital Management LLC | 16,552 | $1.52M | 0.01% | +6,146+59.1% | Added |
| TCW Group Inc | 16,522 | $1.52M | 0.01% | +345+2.1% | Added |