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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 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q3 2025

Institutional positions in Southern Co as of Sep 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
2,222
+73 vs. Q2 2025
Shares held
786.7M
+25.3M (+3.3%) vs. Q2 2025
Total value
$74.6B
+$5.04B (+7.3%) vs. Q2 2025
New holders
167
937 more added
Sold out
94
733 more reduced

35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 2,222 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ3 2025: $74.6B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2025.

Institutions holding SO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd199$570.00%+58+41.1%Added
Hurley Capital, LLC5$4740.00%+5New
E Fund Management (Hong Kong) Co., Ltd.7$6630.00%+7New
IMA Wealth, Inc.8$7580.00%00.0%Unchanged
DecisionPoint Financial, LLC10$9480.00%00.0%Unchanged
HFM Investment Advisors, LLC10$9480.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.11$1.00K0.00%+1+10.0%Added
Halbert Hargrove Global Advisors, LLC11$1.04K0.00%+11New
New Millennium Group LLC12$1.14K0.00%−15−55.6%Reduced
Crewe Advisors LLC12$1.14K0.00%−7−36.8%Reduced
Avalon Trust Co12$1.14K0.00%+12New
Cornerstone Planning Group LLC39$1.17K0.00%−2,072−98.2%Reduced
Orion Capital Management LLC14$1.33K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC17$1.62K0.00%+17New
Delos Wealth Advisors, LLC18$1.71K0.00%00.0%Unchanged
Your Advocates Ltd., LLP20$1.92K0.00%00.0%Unchanged
Winthrop Capital Management, LLC17$2.00K0.00%00.0%Unchanged
Hara Capital LLC22$2.08K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC23$2.18K0.00%00.0%Unchanged
Hollencrest Capital Management30$2.84K0.00%00.0%Unchanged
Essential Partners LLC31$2.98K0.00%+24+342.9%Added
Winnow Wealth LLC34$3.23K0.00%+34New
Rialto Wealth Management, LLC36$3.41K0.00%+2+5.9%Added
Texas Capital Bancshares Inc37$3.51K0.00%+37New
DiNuzzo Private Wealth, Inc.40$3.69K0.00%00.0%Unchanged
Valued Wealth Advisors LLC40$3.79K0.00%00.0%Unchanged
ZRC Wealth Management, LLC42$3.98K0.00%+42New
TSFG, LLC44$4.00K0.00%+44New
Bay Harbor Wealth Management, LLC44$4.17K0.00%+10+29.4%Added
Raffa Wealth Management, LLC49$4.64K0.00%+30+157.9%Added
PayPay Securities Corp50$4.72K0.17%+27+117.4%Added
WestEnd Advisors, LLC50$4.74K0.00%+50New
Financial Perspectives, Inc58$5.49K0.00%00.0%Unchanged
Burkett Financial Services, LLC63$5.93K0.00%+1+1.6%Added
Rakuten Securities, Inc.68$6.44K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC69$6.54K0.00%+9+15.0%Added
Lowe Wealth Advisors, LLC73$6.92K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC78$7.39K0.00%−22−22.0%Reduced
Carolina Wealth Advisors, LLC81$7.68K0.00%00.0%Unchanged
Penserra Capital Management LLC93$8.00K0.00%00.0%Unchanged
LGT Financial Advisors LLC87$8.24K0.02%00.0%Unchanged
Ogorek Anthony Joseph103$9.00K0.00%+4+4.0%Added
Marshall & Sterling Wealth Advisors Inc.95$9.00K0.01%00.0%Unchanged
Noble Wealth Management PBC96$9.10K0.00%+96New
Clean Yield Group100$9.48K0.00%00.0%Unchanged
JDM Financial Group LLC100$9.48K0.00%00.0%Unchanged
Financial Freedom, LLC100$9.48K0.00%00.0%Unchanged
Pittenger & Anderson Inc100$9.48K0.00%+100New
Imprint Wealth LLC100$9.48K0.03%+100New
Compass Financial Services Inc101$9.55K0.00%+1+1.0%Added
Bare Financial Services, Inc103$9.76K0.00%+25+32.1%Added
Wellington Shields Capital Management, LLC104$9.86K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC105$9.95K0.01%00.0%Unchanged
True Wealth Design, LLC107$10.1K0.00%+5+4.9%Added
SJS Investment Consulting Inc.115$10.9K0.00%00.0%Unchanged
Logan Capital Management Inc116$11.0K0.00%−105−47.5%Reduced
Nemes Rush Group LLC117$11.1K0.00%−22−15.8%Reduced
Lavaca Capital LLC122$11.6K0.00%00.0%Unchanged
Kilter Group LLC133$12.6K0.01%+31+30.4%Added
Stephenson National Bank & Trust140$13.3K0.00%00.0%Unchanged
Marquette Asset Management, LLC144$13.6K0.00%+144New
AXS Investments LLC144$13.6K0.00%+144New
Painted Porch Advisors LLC145$13.7K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC147$13.9K0.02%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd150$14.2K0.00%+150New
Caitlin John, LLC150$14.2K0.01%+150New
Strategic Advocates LLC153$14.5K0.00%+153New
Financial Life Planners154$14.6K0.01%+154New
Westend Capital Management, LLC156$14.8K0.00%00.0%Unchanged
Pineridge Advisors LLC156$14.8K0.00%+22+16.4%Added
Fairscale Capital, LLC162$15.4K0.01%00.0%Unchanged
Robinswood Financial LLC180$17.1K0.01%+180New
Wall Street Access Asset Management, LLC185$17.5K0.00%+185New
Creekmur Asset Management LLC186$17.6K0.00%+1+0.5%Added
Navigoe, LLC200$18.0K0.01%00.0%Unchanged
Ameriflex Group, Inc.192$18.2K0.01%−108−36.0%Reduced
Financial Network Wealth Advisors LLC192$18.2K0.02%00.0%Unchanged
Tower View Investment Management & Research LLC192$18.2K0.01%+1+0.5%Added
Riverview Trust Co194$18.4K0.02%00.0%Unchanged
Reyes Financial Architecture, Inc.196$18.6K0.01%−338−63.3%Reduced
Washington Trust Advisors, Inc.200$18.9K0.00%00.0%Unchanged
CoreFirst Bank & Trust200$19.0K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC202$19.1K0.00%−292−59.1%Reduced
Private Wealth Management Group, LLC211$20.0K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC212$20.1K0.00%00.0%Unchanged
WFA Asset Management Corp232$20.9K0.01%00.0%Unchanged
Wolff Wiese Magana LLC230$21.8K0.01%+3+1.3%Added
Wealth Preservation Advisors, LLC231$21.9K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC232$21.9K0.01%+2+0.9%Added
West Branch Capital LLC235$22.3K0.01%−238−50.3%Reduced
Quaker Wealth Management, LLC235$22.3K0.01%00.0%Unchanged
Solstein Capital, LLC236$22.4K0.01%−22−8.5%Reduced
Howard Hughes Medical Institute236$22.4K0.01%00.0%Unchanged
10Elms LLP242$22.9K0.02%00.0%Unchanged
Clark Wealth Partners265$23.1K0.01%00.0%Unchanged
Spurstone Advisory Services, LLC244$23.1K0.33%00.0%Unchanged
MPWM Advisory Solutions, LLC246$23.3K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA246$23.3K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.250$23.7K0.05%−1,776−87.7%Reduced
Miller Wealth Advisors, LLC250$23.7K0.01%00.0%Unchanged