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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 16,501 | $1.52M | 0.50% | −801−4.6% | Reduced |
| Maridea Wealth Management LLC | 16,440 | $1.51M | 0.39% | +16,440 | New |
| Focus Financial Network, Inc. | 16,439 | $1.51M | 0.06% | +522+3.3% | Added |
| Ipswich Investment Management Co., Inc. | 16,401 | $1.51M | 0.36% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.51M | 0.12% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 15,920 | $1.46M | 0.44% | −1,391−8.0% | Reduced |
| CapWealth Advisors, LLC | 15,801 | $1.45M | 0.14% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 15,763 | $1.45M | 0.12% | +274+1.8% | Added |
| Silvercrest Asset Management Group LLC | 15,709 | $1.44M | 0.01% | −1,091−6.5% | Reduced |
| High Net Worth Advisory Group LLC | 15,700 | $1.44M | 0.38% | −189−1.2% | Reduced |
| BancorpSouth Bank | 15,664 | $1.44M | 0.09% | +444+2.9% | Added |
| Stokes Family Office, LLC | 15,661 | $1.44M | 0.15% | −193−1.2% | Reduced |
| GoalVest Advisory LLC | 15,613 | $1.43M | 0.35% | +198+1.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,595 | $1.43M | 0.53% | −126−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 15,575 | $1.43M | 0.08% | +179+1.2% | Added |
| Highline Wealth Partners LLC | 15,561 | $1.43M | 0.42% | +10.0% | Added |
| Interval Partners, LP | 15,557 | $1.43M | 0.03% | −1,391−8.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,350 | $1.41M | 0.32% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 15,300 | $1.40M | 0.02% | −628−3.9% | Reduced |
| Invesco, LLC | 15,276 | $1.40M | 0.52% | +1,717+12.7% | Added |
| Powers Advisory Group, LLC | 15,252 | $1.40M | 0.62% | +83+0.5% | Added |
| Clifford Swan Investment Counsel LLC | 15,172 | $1.39M | 0.05% | −646−4.1% | Reduced |
| Venturi Wealth Management, LLC | 15,125 | $1.39M | 0.07% | −201−1.3% | Reduced |
| Wetherby Asset Management Inc | 15,095 | $1.39M | 0.06% | +15,095 | New |
| Centennial Bank | 15,091 | $1.39M | 0.58% | −225−1.5% | Reduced |
| Fca Corp | 15,028 | $1.38M | 0.41% | −93−0.6% | Reduced |
| Meketa Investment Group Inc | 15,021 | $1.38M | 4.18% | −2,490−14.2% | Reduced |
| Capstone Investment Advisors, LLC | 15,012 | $1.38M | 0.01% | +15,012 | New |
| SRS Capital Advisors, Inc. | 3,520 | $1.37M | 0.06% | +590+20.1% | Added |
| Simplicity Wealth,LLC | 14,908 | $1.37M | 0.06% | +10,960+277.6% | Added |
| AssuredPartners Investment Advisors, LLC | 14,873 | $1.37M | 0.33% | −2,680−15.3% | Reduced |
| Register Financial Advisors LLC | 14,811 | $1.36M | 0.59% | +429+3.0% | Added |
| Farmers National Bank | 14,731 | $1.35M | 0.36% | −863−5.5% | Reduced |
| Lebenthal Global Advisors, LLC | 14,711 | $1.35M | 0.25% | +119+0.8% | Added |
| Spreng Capital Management, Inc. | 14,617 | $1.34M | 0.55% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 14,584 | $1.34M | 0.02% | +1,922+15.2% | Added |
| NovaPoint Capital, LLC | 14,558 | $1.34M | 0.41% | +631+4.5% | Added |
| Glen Eagle Advisors, LLC | 14,516 | $1.33M | 0.21% | −159−1.1% | Reduced |
| Archford Capital Strategies, LLC | 14,496 | $1.33M | 0.17% | +896+6.6% | Added |
| International Assets Investment Management, LLC | 14,493 | $1.33M | 0.11% | −1,515−9.5% | Reduced |
| Raleigh Capital Management Inc. | 14,452 | $1.33M | 0.56% | −3,123−17.8% | Reduced |
| Philadelphia Trust Co | 14,430 | $1.32M | 0.10% | 00.0% | Unchanged |
| DMG Group, LLC | 14,401 | $1.32M | 1.03% | −69−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,385 | $1.32M | 0.28% | +104+0.7% | Added |
| NewEdge Wealth, LLC | 13,801 | $1.32M | 0.02% | +13,801 | New |
| Chatham Capital Group, Inc. | 14,294 | $1.31M | 0.20% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 14,279 | $1.31M | 0.07% | −12,578−46.8% | Reduced |
| Exencial Wealth Advisors, LLC | 14,182 | $1.30M | 0.05% | +5,492+63.2% | Added |
| Cannon Financial Strategists, Inc. | 14,174 | $1.30M | 0.21% | +163+1.2% | Added |
| Brighton Jones LLC | 14,160 | $1.30M | 0.04% | +496+3.6% | Added |
| Ti-Trust, Inc | 14,160 | $1.30M | 0.87% | 00.0% | Unchanged |
| Adirondack Trust Co | 14,156 | $1.30M | 0.47% | −994−6.6% | Reduced |
| Kiker Wealth Management, LLC | 14,120 | $1.30M | 0.73% | +8+0.1% | Added |
| Flputnam Investment Management Co | 14,079 | $1.29M | 0.02% | −440−3.0% | Reduced |
| Parallel Advisors, LLC | 14,079 | $1.29M | 0.03% | +800+6.0% | Added |
| Retirement Planning Co of New England, Inc. | 14,076 | $1.29M | 0.58% | −49−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 14,055 | $1.29M | 0.09% | +1,358+10.7% | Added |
| Diversify Advisory Services, LLC | 13,661 | $1.28M | 0.05% | +1,800+15.2% | Added |
| Country Club Bank | 14,110 | $1.28M | 0.08% | +1,280+10.0% | Added |
| Kovack Advisors, Inc. | 13,965 | $1.28M | 0.13% | −115−0.8% | Reduced |
| Sculati Wealth Management, LLC | 13,965 | $1.28M | 0.48% | −565−3.9% | Reduced |
| Aprio Wealth Management, LLC | 13,942 | $1.28M | 0.14% | −58−0.4% | Reduced |
| Detalus Advisors, LLC | 13,935 | $1.28M | 0.37% | −42−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 13,923 | $1.28M | 0.32% | −147−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 13,915 | $1.28M | 0.24% | +35+0.3% | Added |
| Jackson Thornton Asset Management, LLC | 13,980 | $1.28M | 0.15% | +43+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 13,876 | $1.27M | 0.02% | +329+2.4% | Added |
| Delta Asset Management LLC | 13,866 | $1.27M | 0.11% | −683−4.7% | Reduced |
| Stiles Financial Services Inc | 13,821 | $1.27M | 0.44% | +1,038+8.1% | Added |
| West Bancorporation Inc | 13,820 | $1.27M | 0.80% | 00.0% | Unchanged |
| Bank & Trust Co | 13,704 | $1.26M | 1.00% | −80−0.6% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.26M | 0.36% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 13,614 | $1.25M | 0.39% | −261−1.9% | Reduced |
| Blue Fin Capital, Inc. | 13,588 | $1.25M | 0.21% | +2,005+17.3% | Added |
| Mitchell Sinkler & Starr | 13,498 | $1.24M | 0.59% | −800−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 13,486 | $1.24M | 0.04% | −559−4.0% | Reduced |
| Mission Wealth Management, LP | 13,434 | $1.23M | 0.03% | −437−3.2% | Reduced |
| CWS Financial Advisors, LLC | 13,413 | $1.23M | 0.36% | +1,458+12.2% | Added |
| Fidelis Capital Partners, LLC | 13,005 | $1.23M | 0.11% | +587+4.7% | Added |
| Baldwin Investment Management, LLC | 13,328 | $1.22M | 0.15% | −130−1.0% | Reduced |
| Catalytic Wealth RIA, LLC | 13,290 | $1.22M | 0.10% | +10,762+425.7% | Added |
| Sheets Smith Wealth Management | 13,272 | $1.22M | 0.14% | +45+0.3% | Added |
| Checchi Capital Advisers, LLC | 13,249 | $1.22M | 0.08% | −713−5.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,234 | $1.22M | 0.00% | +676+5.4% | Added |
| United Bank | 13,150 | $1.21M | 0.14% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 13,110 | $1.20M | 0.09% | +305+2.4% | Added |
| Meiji Yasuda Life Insurance Co | 13,022 | $1.20M | 0.04% | −645−4.7% | Reduced |
| OneAscent Financial Services LLC | 12,979 | $1.19M | 0.09% | −9,083−41.2% | Reduced |
| Jefferies Financial Group Inc. | 12,963 | $1.19M | 0.02% | −300,232−95.9% | Reduced |
| Financial Security Advisor, Inc. | 12,936 | $1.19M | 0.27% | +643+5.2% | Added |
| Grimes & Company, Inc. | 12,935 | $1.19M | 0.03% | −82−0.6% | Reduced |
| Widmann Financial Services, Inc. | 12,871 | $1.18M | 0.82% | +983+8.3% | Added |
| Asset Planning,Inc | 12,857 | $1.18M | 0.89% | +40.0% | Added |
| SPC Financial, Inc. | 12,792 | $1.17M | 0.10% | +80+0.6% | Added |
| Andra AP-fonden | 12,779 | $1.17M | 0.02% | −194,100−93.8% | Reduced |
| First County Bank | 12,774 | $1.17M | 0.63% | −1,120−8.1% | Reduced |
| Applied Finance Capital Management, LLC | 12,696 | $1.17M | 0.08% | +12,696 | New |
| Keystone Financial Group | 12,624 | $1.16M | 0.10% | +17+0.1% | Added |
| New Age Alpha Advisors, LLC | 12,573 | $1.15M | 0.05% | −2,343−15.7% | Reduced |
| Rowland & Co Investment Counsel | 12,554 | $1.15M | 0.24% | +35+0.3% | Added |