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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q3 2025 vs. Q2 2025

How the institutions holding Southern Co changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SO: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2,184352,222+73
Shares775.5M14.1M786.7M+25.3M (+3.3%)
Value$70.8B$1.30B$74.6B+$5.04B (+7.3%)

35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (167)

Institutions that held Southern Co at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 167 by value.

Institutions new to SO in Q3 2025
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP1,017,455$96.4M0.15%
Jane Street Group, LLC448,159$42.5M0.05%
Voloridge Investment Management, LLC352,687$33.4M0.11%
HRT Financial LP184,613$17.5M0.06%
Lombard Odier Asset Management (Europe) Ltd–$16.7M0.85%
CIBC Bancorp USA Inc.156,073$14.8M0.09%
First Horizon Corp153,640$14.6M0.68%
Aquatic Capital Management LLC147,459$14.0M0.26%
Kettle Hill Capital Management, LLC129,463$12.3M2.76%
Quantbot Technologies LP118,646$11.2M0.31%
AXA Investment Managers S.A.101,864$9.65M0.03%
Edgestream Partners, L.P.86,425$8.19M0.24%
Morningstar Investment Management LLC74,502$7.06M0.26%
Rakuten Investment Management, Inc.77,003$6.91M0.03%
Schonfeld Strategic Advisors LLC71,523$6.78M0.05%
XTX Topco Ltd65,214$6.18M0.32%
Edmond de Rothschild Holding S.A.62,871$5.96M0.09%
Griffith & Werner, Inc.63,884$5.80M3.00%
Schnieders Capital Management, LLC.59,217$5.61M1.00%
Engineers Gate Manager LP52,283$4.95M0.06%
Y-Intercept (Hong Kong) Ltd51,193$4.85M0.12%
Shorepoint Capital Partners LLC49,905$4.73M0.94%
ISAM Funds (UK) Ltd49,867$4.73M0.97%
Credit Agricole S A48,668$4.61M0.02%
Dark Forest Capital Management LP46,439$4.40M0.17%
Sciencast Management LP45,980$4.36M0.82%
Neo Ivy Capital Management44,268$4.20M1.02%
Connor, Clark & Lunn Investment Management Ltd.43,361$4.11M0.01%
Allstate Corp40,634$3.85M0.09%
111 Capital36,169$3.43M0.65%
Graham Capital Management, L.P.35,213$3.34M0.12%
Farringdon Capital, Ltd.25,054$2.37M0.60%
Lee Johnson Capital Management, LLC23,449$2.22M0.74%
Virtu Financial LLC23,000$2.18M0.12%
SummitTX Capital, L.P.22,376$2.12M0.09%
ABN AMRO Bank N.V.20,965$1.97M0.02%
Regent Peak Wealth Advisors LLC20,504$1.94M0.39%
M&G Plc19,829$1.88M0.01%
Matrix Trust Co19,127$1.81M0.28%
Tema ETFs LLC18,233$1.73M0.14%
WJ Financial Advisors LLC17,308$1.64M1.59%
Inceptionr LLC17,175$1.63M0.39%
CAPROCK Group, Inc.17,001$1.58M0.04%
Capital International Sarl16,465$1.56M0.03%
R Squared Ltd15,719$1.49M0.64%
Blackstone Group Inc.15,005$1.42M0.01%
FORA Capital, LLC15,001$1.42M0.25%
Axq Capital, LP13,974$1.32M0.51%
SHUTTLEWORTH & Co13,915$1.32M1.20%
Entropy Technologies, LP12,845$1.22M0.09%
M Holdings Securities, Inc.12,702$1.20M0.25%
Twinbeech Capital LP12,308$1.17M0.05%
Tradewinds, LLC.11,407$1.08M0.26%
Sustainable Insight Capital Management, LLC11,382$1.08M0.34%
Occudo Quantitative Strategies LP10,985$1.04M0.13%
EntryPoint Capital, LLC10,866$1.03M0.40%
Two Sigma Securities, LLC10,733$1.02M0.15%
Montecito Bank & Trust10,622$1.01M0.16%
Magnetar Financial LLC10,327$978.7K0.01%
Davis Capital Management9,261$877.6K0.61%
Blue Capital, Inc.9,142$866.4K0.64%
Krilogy Financial LLC9,116$833.3K0.03%
Gsa Capital Partners LLP7,839$743.0K0.06%
Rather & Kittrell, Inc.7,181$680.5K0.12%
Retirement Guys Formula LLC6,539$619.7K0.22%
Concentric Capital Strategies, LP6,179$585.6K0.03%
Bayforest Capital Ltd5,749$544.8K0.26%
Wolverine Trading, LLC5,680$533.4K0.01%
Financial Engines Advisors L.L.C.5,513$522.5K0.00%
Two Sigma Advisers, LP5,500$521.2K0.00%
LVM Capital Management Ltd4,807$456.0K0.04%
Legacy Trust4,521$428.5K0.08%
Members Wealth LLC4,425$419.5K0.27%
Banyan Capital Management, Inc.4,325$409.9K0.19%
Chapin Davis, Inc.4,291$406.7K0.10%
Fjell Capital, LLC4,158$394.1K0.35%
Tennessee Valley Asset Management Partners4,093$387.9K0.05%
Keb Asset Management, LLC3,603$341.5K0.08%
White Pine Capital LLC3,464$328.3K0.09%
First National Bank of Hutchinson3,434$325.4K0.17%
DLK Investment Management, LLC3,375$319.8K0.12%
von Borstel & Associates, Inc.3,509$318.0K0.05%
Everhart Financial Group, Inc.3,340$316.6K0.03%
Fieldview Capital Management, LLC3,336$316.2K0.05%
Gibbs Wealth Management3,259$308.8K0.07%
FSA Investment Group, LLC3,246$307.7K0.19%
RiverFront Investment Group, LLC3,153$298.8K0.01%
HORAN Wealth, LLC3,005$284.8K0.04%
Ridgeline Wealth, LLC2,902$275.0K0.20%
Sepio Capital, LP2,848$269.9K0.02%
Corsicana & Co.2,820$267.3K0.15%
Fortis Capital Advisors, LLC2,712$257.1K0.04%
KW Wealth Management LLC2,664$252.5K0.43%
Lewis Asset Management, LLC2,542$241.0K0.10%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,495$236.5K0.01%
Walleye Capital LLC2,466$233.7K0.00%
Founders Financial Alliance, LLC2,447$231.9K0.04%
Drucker Wealth 3.0, LLC2,419$229.3K0.04%
Westfuller Advisors, LLC2,400$227.5K0.10%
Parcion Private Wealth LLC2,393$226.8K0.01%

Sold out (94)

Institutions that held Southern Co at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SO in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
ExodusPoint Capital Management, LP1,207,378$110.9M
Balyasny Asset Management LLC811,737$74.5M
Cbre Clarion Securities LLC599,631$55.1M
DDD Partners, LLC219,704$20.2M
Greenland Capital Management LP179,428$16.5M
AXA S.A.101,923$9.36M
Mirae Asset Securities (USA) Inc.100,260$9.21M
Robeco Institutional Asset Management B.V.88,418$8.12M
Railway Pension Investments Ltd76,200$7.00M
GF Fund Management Co. Ltd.70,122$6.44M
Grant Private Wealth Management Inc60,811$5.58M
Arrow Capital Pty Ltd38,642$5.42M
Swedbank AB52,275$4.80M
Strategic Planning Group, LLC48,484$4.45M
Ilex Capital Partners (UK) LLP29,702$2.73M
Bayesian Capital Management, LP27,300$2.51M
Soundwatch Capital LLC1,125,364$2.49M
TCW Group Inc16,522$1.52M
Capstone Investment Advisors, LLC15,012$1.38M
Jefferies Financial Group Inc.12,963$1.19M
Waterfront Wealth Inc.12,240$1.12M
Nicollet Investment Management, Inc.11,461$1.05M
Lombard Odier Asset Management (Switzerland) SA10,153$932.4K
Eqis Capital Management, Inc.9,401$863.2K
Summit Global Investments9,395$863.0K
Alamea Verwaltungs GmbH9,220$846.7K
Cornerstone Advisors, LLC9,100$835.7K
Financial Advocates Investment Management7,463$685.3K
USA Financial Portformulas Corp7,403$679.8K
Winton Group Ltd7,130$654.7K
Boothbay Fund Management, LLC6,827$626.9K
Elevate Wealth Advisory, Inc6,603$606.4K
Quantitative Investment Management, LLC5,994$550.0K
ICONIQ Capital, LLC5,872$539.2K
Arcus Capital Partners, LLC5,864$538.5K
TownSquare Capital, LLC5,761$529.0K
AlphaStar Capital Management, LLC5,720$525.3K
Summit Wealth Group LLC5,402$496.1K
EWG Elevate Inc.5,316$488.2K
Blueshift Asset Management, LLC4,892$449.2K
West Tower Group, LLC4,500$413.2K
V-Square Quantitative Management LLC4,376$401.8K
Baader Bank INC4,384$400.0K
Legacy Wealth Management, Inc4,143$380.5K
Stanley-Laman Group, Ltd.4,058$372.6K
Proficio Capital Partners LLC3,698$339.6K
Royal Fund Management, LLC3,640$334.3K
Requisite Capital Management, LLC3,595$330.1K
Principal Street Partners, LLC3,578$328.6K
Peak Asset Management, LLC3,060$281.0K
MBB Public Markets I LLC3,027$278.0K
Berry Wealth Group, LP3,016$276.9K
J Hagan Capital, Inc.2,910$275.8K
Lighthouse Investment Partners, LLC3,000$275.5K
Optimize Financial Inc2,796$256.8K
Maripau Wealth Management LLC2,722$250.0K
ING Groep NV2,630$241.5K
Traphagen Investment Advisors LLC2,580$236.9K
Seven Springs Wealth Group, LLC2,474$227.2K
Glassy Mountain Advisors, Inc.2,449$224.9K
Client First Capital LLC2,418$222.0K
Valley Forge Investment Consultants Inc Adv2,400$220.4K
Wrapmanager Inc2,390$219.5K
Atlas Private Wealth Advisors2,255$207.1K
Arista Wealth Management, LLC2,245$206.2K
Howland Capital Management LLC2,222$204.0K
ASB Consultores, LLC2,217$203.6K
Altman Advisors, Inc.2,200$203.1K
Muirfield Wealth Advisors LLC2,204$202.4K
Sanders Morris Harris LLC2,200$202.0K
Advent Capital Management2,200$202.0K
Slocum, Gordon & Co LLP1,381$126.8K
Twin Peaks Wealth Advisors, LLC1,186$111.4K
Puff Wealth Management, LLC1,179$108.2K
Beacon Capital Management, LLC1,111$102.1K
Olistico Wealth, LLC922$84.7K
Atticus Wealth Management, LLC750$68.9K
Capula Management Ltd730$67.0K
Opal Wealth Advisors, LLC675$62.0K
Sierra Ocean, LLC480$44.1K
NewSquare Capital LLC1,926$40.3K
Transce3nd, LLC371$34.1K
Northwest Capital Management Inc166$15.2K
Creative Capital Management Investments LLC161$14.8K
Carderock Capital Management Inc130$11.9K
WealthTrak Capital Management LLC85$7.81K
Whipplewood Advisors, LLC73$6.70K
GFG Capital, LLC70$6.43K
Total Investment Management Inc60$5.51K
Tobam46$4.00K
MorganRosel Wealth Management, LLC36$3.31K
Ridgewood Investments LLC35$3.21K
Bellwether Advisors, LLC25$2.30K
Eq Wealth Advisors, LLC1$92

Not filed for Q3 2025 yet (35)

Institutions that held Southern Co at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank12,846,730$1.18B
First Horizon Advisors, Inc.376,734$34.6M
EP Wealth Advisors, LLC362,559$33.3M
CIBC World Markets Corp138,210$12.7M
Avantax Advisory Services, Inc.101,609$9.33M
Schnieders Capital Management LLC59,217$5.44M
Atria Wealth Solutions, Inc.34,506$3.17M
Forte Capital LLC34,221$3.14M
Congress Wealth Management LLC30,360$2.79M
TFG Advisers LLC28,309$2.60M
Good Life Advisors, LLC19,946$1.83M
North Dallas Bank & Trust Co12,176$1.12M
Graypoint LLC9,963$914.9K
Keudell/Morrison Wealth Management8,781$806.4K
Prairie Sky Financial Group LLC7,745$711.2K
Union Savings Bank6,796$642.1K
Oliver Lagore Vanvalin Investment Group5,025$462.0K
Smith Anglin Financial, LLC4,521$415.2K
Wealth Advisory Team LLC4,490$412.3K
Semmax Financial Advisors Inc.4,097$388.0K
Tyler-Stone Wealth Management3,599$330.5K
Exchange Capital Management, Inc.3,120$286.5K
Financial Partners Group, LLC3,037$278.9K
E Fund Management Co., Ltd.2,812$258.2K
Horan Securities, Inc.2,546$233.8K
NBW Capital LLC2,452$225.2K
Bordeaux Wealth Advisors LLC2,261$207.6K
Parkside Advisors LLC2,228$204.6K
PrairieView Partners, LLC1,200$110.0K
Financial Gravity Companies, Inc.1,087$99.8K
Moser Wealth Advisors, LLC573$52.6K
Safe Harbor Fiduciary, LLC371$34.0K
Centricity Wealth Management, LLC180$16.5K
Atlas Capital Advisors LLC47$4.32K
Parkworth Wealth Management, Inc.15$1.38K