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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 5,584 | $529.2K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,600 | $530.7K | 0.11% | +291+5.5% | Added |
| Point72 Asset Management, L.P. | 5,600 | $530.7K | 0.00% | −1,191,902−99.5% | Reduced |
| Argent Advisors, Inc. | 5,608 | $531.5K | 0.16% | +568+11.3% | Added |
| Davy Global Fund Management Ltd | 5,625 | $533.1K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,680 | $533.4K | 0.01% | +5,680 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,633 | $533.9K | 0.10% | −397−6.6% | Reduced |
| Avidian Wealth Solutions, LLC | 5,634 | $533.9K | 0.02% | +937+19.9% | Added |
| LCNB Corp | 5,636 | $534.1K | 0.19% | −459−7.5% | Reduced |
| Arlington Trust Co LLC | 5,640 | $534.5K | 0.10% | −5−0.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $535.5K | 0.31% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 5,663 | $536.6K | 0.25% | −38−0.7% | Reduced |
| Kapstone Financial Advisors LLC | 5,663 | $536.7K | 0.25% | −222−3.8% | Reduced |
| Knollwood Investment Advisory, LLC | 5,663 | $536.7K | 0.05% | −113−2.0% | Reduced |
| Bath Savings Trust Co | 5,675 | $537.8K | 0.05% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,529 | $540.1K | 0.08% | −10,911−66.4% | Reduced |
| Patten Group, Inc. | 5,702 | $540.4K | 0.11% | +635+12.5% | Added |
| O'Rourke & Company, Inc | 5,728 | $542.8K | 0.23% | −56−1.0% | Reduced |
| Arrow Financial Corp | 5,742 | $544.2K | 0.06% | +894+18.4% | Added |
| Bayforest Capital Ltd | 5,749 | $544.8K | 0.26% | +5,749 | New |
| Outfitter Financial LLC | 5,755 | $545.4K | 0.44% | +975+20.4% | Added |
| Legacy Financial Advisors, Inc. | 5,756 | $545.5K | 0.08% | +93+1.6% | Added |
| Armstrong Advisory Group, Inc | 5,775 | $547.3K | 0.04% | +3+0.1% | Added |
| Optimum Investment Advisors | 5,833 | $552.8K | 0.22% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,833 | $552.8K | 0.03% | +464+8.6% | Added |
| Cross Staff Investments Inc | 5,835 | $553.0K | 0.39% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,841 | $553.6K | 0.05% | −262−4.3% | Reduced |
| Formidable Asset Management, LLC | 6,029 | $553.6K | 0.09% | −999−14.2% | Reduced |
| Orion Investment Co | 5,845 | $553.9K | 0.18% | −166−2.8% | Reduced |
| OMC Financial Services LTD | 5,867 | $556.0K | 0.21% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 5,875 | $556.8K | 0.24% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 5,897 | $558.9K | 0.13% | +21+0.4% | Added |
| Reliant Investment Partners, LLC | 5,943 | $561.9K | 0.44% | −99−1.6% | Reduced |
| Diligent Investors, LLC | 5,929 | $561.9K | 0.14% | +70+1.2% | Added |
| Apexium Financial, LP | 5,947 | $563.6K | 0.03% | −10−0.2% | Reduced |
| Verus Financial Partners, Inc. | 5,950 | $563.9K | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,871 | $564.6K | 0.15% | −393−6.3% | Reduced |
| Red Wave Investments LLC | 5,981 | $566.8K | 0.17% | −26−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,988 | $567.5K | 0.07% | +130+2.2% | Added |
| First Dallas Securities Inc. | 6,020 | $570.5K | 0.21% | −1,000−14.2% | Reduced |
| Integras Partners LLC | 6,025 | $571.0K | 0.46% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 5,741 | $572.2K | 0.32% | +3+0.1% | Added |
| Trinity Financial Advisors LLC | 6,051 | $573.4K | 0.17% | +17+0.3% | Added |
| Paragon Private Wealth Management, LLC | 6,063 | $574.6K | 0.19% | +1,723+39.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,063 | $574.6K | 0.20% | +161+2.7% | Added |
| Midland Wealth Advisors LLC | 6,073 | $575.5K | 0.03% | −675−10.0% | Reduced |
| Camden Capital, LLC | 6,081 | $576.3K | 0.04% | +1,362+28.9% | Added |
| Syverson Strege & Co | 6,083 | $576.5K | 0.14% | −335−5.2% | Reduced |
| Investment Planning Advisors, Inc. | 6,120 | $580.0K | 0.18% | +1,109+22.1% | Added |
| Novak & Powell Financial Services, Inc. | 6,125 | $580.4K | 0.31% | −100−1.6% | Reduced |
| Holistic Planning, LLC | 6,134 | $581.3K | 0.15% | +1,146+23.0% | Added |
| PDS Planning, Inc | 6,145 | $582.4K | 0.04% | +111+1.8% | Added |
| Fortress Private Ledger, LLC | 6,149 | $582.7K | 0.21% | −9−0.1% | Reduced |
| Worth Financial Advisory Group, LLC | 6,154 | $583.2K | 0.33% | +157+2.6% | Added |
| Chicago Trust Co NA | 6,166 | $584.4K | 0.08% | −4,563−42.5% | Reduced |
| SFMG, LLC | 6,174 | $585.1K | 0.04% | −135−2.1% | Reduced |
| Concentric Capital Strategies, LP | 6,179 | $585.6K | 0.03% | +6,179 | New |
| BCR Wealth Strategies, LLC | 6,190 | $586.0K | 0.21% | −102−1.6% | Reduced |
| United Capital Management of KS, Inc. | 6,191 | $586.7K | 0.08% | +59+1.0% | Added |
| PFW Advisors LLC | 6,201 | $587.7K | 0.17% | +10.0% | Added |
| Heritage Wealth Advisors | 6,229 | $590.3K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,233 | $590.7K | 0.08% | −87−1.4% | Reduced |
| Searle & Co. | 6,258 | $593.1K | 0.16% | −992−13.7% | Reduced |
| 3Chopt Investment Partners, LLC | 6,261 | $593.4K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 6,267 | $593.9K | 0.11% | +292+4.9% | Added |
| Panagora Asset Management Inc | 6,288 | $595.9K | 0.00% | −14,816−70.2% | Reduced |
| Broyhill Asset Management | 6,317 | $598.7K | 0.52% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,320 | $598.9K | 0.03% | −150−2.3% | Reduced |
| Mindset Wealth Management, LLC | 6,327 | $599.6K | 0.16% | +20.0% | Added |
| Strategies Wealth Advisors, LLC | 6,339 | $600.8K | 0.06% | +20.0% | Added |
| Thoroughbred Financial Services, LLC | 6,355 | $602.0K | 0.04% | +6+0.1% | Added |
| Pure Financial Advisors, Inc. | 6,357 | $602.5K | 0.01% | +1,063+20.1% | Added |
| Jackson Thornton Asset Management, LLC | 6,275 | $603.5K | 0.06% | −7,705−55.1% | Reduced |
| Cordatus Wealth Management LLC | 6,387 | $605.1K | 0.14% | +13+0.2% | Added |
| FineMark National Bank & Trust | 6,388 | $605.4K | 0.02% | +2,043+47.0% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $606.2K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,456 | $611.8K | 0.07% | +20.0% | Added |
| First Command Advisory Services, Inc. | 6,465 | $612.7K | 0.00% | −883−12.0% | Reduced |
| Trust Co of Virginia | 6,468 | $613.0K | 0.05% | +200+3.2% | Added |
| Thrive Wealth Management, LLC | 6,479 | $614.0K | 0.09% | +23+0.4% | Added |
| Congress Asset Management Co | 6,482 | $614.3K | 0.00% | −51−0.8% | Reduced |
| Colonial Trust Advisors | 6,484 | $614.5K | 0.05% | +1,015+18.6% | Added |
| Cranbrook Wealth Management, LLC | 6,509 | $616.9K | 0.12% | +473+7.8% | Added |
| Beta Wealth Group, Inc. | 6,521 | $618.0K | 0.24% | −6−0.1% | Reduced |
| Retirement Guys Formula LLC | 6,539 | $619.7K | 0.22% | +6,539 | New |
| Welch & Forbes LLC | 6,546 | $620.4K | 0.01% | +484+8.0% | Added |
| CVFG LLC | 6,550 | $620.7K | 0.45% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,580 | $623.6K | 0.19% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,580 | $623.6K | 0.17% | +572+9.5% | Added |
| Capital Group Private Client Services, Inc. | 6,615 | $626.9K | 0.01% | −27,819−80.8% | Reduced |
| LGT Fund Management Co Ltd. | 6,625 | $628.0K | 0.05% | −570−7.9% | Reduced |
| Cidel Asset Management Inc | 6,638 | $629.1K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,640 | $629.3K | 0.02% | −505−7.1% | Reduced |
| SevenBridge Financial Group, LLC | 6,852 | $629.6K | 0.10% | −1,932−22.0% | Reduced |
| Brown Miller Wealth Management, LLC | 6,659 | $631.1K | 0.18% | −204−3.0% | Reduced |
| Builder Investment Group Inc | 6,662 | $631.4K | 0.14% | 00.0% | Unchanged |
| Finward Bancorp | 6,686 | $633.6K | 0.48% | −170−2.5% | Reduced |
| Koss-Olinger Consulting, LLC | 6,929 | $636.0K | 0.05% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 6,794 | $643.9K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,795 | $643.9K | 0.08% | −673−9.0% | Reduced |