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 |
|---|---|---|---|---|---|
| Client 1st Advisory Group, LLC | 6,803 | $644.8K | 0.21% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,811 | $645.5K | 0.05% | −38−0.6% | Reduced |
| MBL Wealth, LLC | 6,821 | $646.4K | 0.06% | +1,445+26.9% | Added |
| Novare Capital Management LLC | 6,830 | $647.3K | 0.05% | −2,973−30.3% | Reduced |
| Howe & Rusling Inc | 6,863 | $650.4K | 0.04% | +535+8.5% | Added |
| Advisory Alpha, LLC | 6,929 | $650.6K | 0.02% | +3,089+80.4% | Added |
| Wealth Alliance Advisory Group, LLC | 6,884 | $652.4K | 0.12% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,890 | $653.0K | 0.10% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,891 | $653.1K | 0.02% | −100−1.4% | Reduced |
| Capstone Wealth Management, LLC | 6,940 | $657.7K | 0.51% | +901+14.9% | Added |
| Conning Inc. | 6,974 | $660.9K | 0.02% | 00.0% | Unchanged |
| Archetype Wealth Partners | 7,006 | $664.0K | 0.08% | +2,460+54.1% | Added |
| Summit Asset Management, LLC | 7,010 | $664.3K | 0.10% | +15+0.2% | Added |
| David J Yvars Group | 7,015 | $664.8K | 0.36% | −222−3.1% | Reduced |
| Financial Enhancement Group LLC | 6,928 | $666.3K | 0.09% | +10.0% | Added |
| Cooper Financial Group | 7,032 | $666.4K | 0.07% | +2,079+42.0% | Added |
| Greenup Street Wealth Management LLC | 7,039 | $667.1K | 0.10% | +25+0.4% | Added |
| Davidson Trust Co | 7,053 | $668.4K | 0.28% | +391+5.9% | Added |
| Sentry LLC | 7,089 | $671.8K | 0.17% | +4+0.1% | Added |
| FourThought Financial Partners, LLC | 7,090 | $671.9K | 0.06% | −251−3.4% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $671.9K | 0.34% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,108 | $673.6K | 0.53% | 00.0% | Unchanged |
| Abound Wealth Management | 7,118 | $674.6K | 0.17% | +33+0.5% | Added |
| Lathrop Investment Management Corp | 7,126 | $675.0K | 0.12% | 00.0% | Unchanged |
| American National Bank | 7,129 | $675.6K | 0.07% | +480+7.2% | Added |
| Berger Financial Group, Inc | 7,141 | $676.8K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,166 | $679.1K | 0.04% | 00.0% | Unchanged |
| City State Bank | 7,167 | $679.2K | 0.20% | 00.0% | Unchanged |
| Country Trust Bank | 7,178 | $680.3K | 0.01% | +59+0.8% | Added |
| Rather & Kittrell, Inc. | 7,181 | $680.5K | 0.12% | +7,181 | New |
| W Advisors, LLC | 7,214 | $683.7K | 0.36% | −793−9.9% | Reduced |
| First Business Financial Services, Inc. | 7,225 | $684.7K | 0.06% | +175+2.5% | Added |
| Investors Research Corp | 7,230 | $685.2K | 0.13% | +1,607+28.6% | Added |
| BluePath Capital Management, LLC | 7,245 | $686.6K | 0.50% | +39+0.5% | Added |
| Baker Boyer National Bank | 7,257 | $687.7K | 0.23% | −325−4.3% | Reduced |
| Atlantic Trust, LLC | 7,294 | $691.3K | 0.12% | −93−1.3% | Reduced |
| Abel Hall, LLC | 7,294 | $691.3K | 0.28% | −25−0.3% | Reduced |
| Park Place Capital Corp | 7,297 | $691.6K | 0.15% | +2,625+56.2% | Added |
| Wilkins Miller Wealth Management, LLC | 7,301 | $692.1K | 0.43% | −22−0.3% | Reduced |
| Destination Wealth Management | 7,308 | $692.6K | 0.02% | +150+2.1% | Added |
| Beacon Investment Advisors LLC | 7,312 | $693.0K | 0.28% | +21+0.3% | Added |
| WMG Financial Advisors, LLC | 7,335 | $695.1K | 0.23% | −50−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 7,367 | $698.2K | 0.03% | +529+7.7% | Added |
| Beacon Financial Group | 7,373 | $698.7K | 0.07% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,409 | $702.2K | 0.35% | +126+1.7% | Added |
| Atlas Wealth Partners, LLC | 7,422 | $703.4K | 0.72% | +295+4.1% | Added |
| M.E. Allison & Co., Inc. | 7,441 | $705.2K | 0.49% | −133−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,443 | $705.4K | 0.01% | +51+0.7% | Added |
| Values First Advisors, Inc. | 7,460 | $707.0K | 0.38% | +35+0.5% | Added |
| Baker Avenue Asset Management, LP | 7,466 | $707.5K | 0.02% | +30+0.4% | Added |
| TFR Capital, LLC. | 7,468 | $707.7K | 0.24% | −43−0.6% | Reduced |
| Aventura Private Wealth, LLC | 7,477 | $708.6K | 0.26% | −592−7.3% | Reduced |
| Banque Cantonale Vaudoise | 7,491 | $710.0K | 0.03% | −1,653−18.1% | Reduced |
| Washington Trust Co | 7,505 | $711.2K | 0.02% | −55−0.7% | Reduced |
| Skyline Advisors, Inc. | 7,507 | $711.4K | 0.25% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,522 | $712.9K | 0.29% | −53−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,528 | $713.4K | 0.04% | −127−1.7% | Reduced |
| Qtron Investments LLC | 7,531 | $713.7K | 0.09% | −15,015−66.6% | Reduced |
| Dogwood Wealth Management LLC | 7,575 | $717.9K | 0.33% | −24−0.3% | Reduced |
| Tritonpoint Wealth, LLC | 7,628 | $722.9K | 0.06% | +148+2.0% | Added |
| Yeomans Consulting Group, Inc. | 7,659 | $726.1K | 0.25% | −1,094−12.5% | Reduced |
| Element Wealth, LLC | 7,669 | $726.8K | 0.32% | +420+5.8% | Added |
| Childress Capital Advisors, LLC | 7,680 | $727.8K | 0.13% | +1,213+18.8% | Added |
| Nations Financial Group Inc, | 7,732 | $732.8K | 0.05% | +54+0.7% | Added |
| Wealth Alliance | 7,737 | $733.2K | 0.08% | −1,099−12.4% | Reduced |
| Franklin Street Advisors Inc | 7,783 | $737.6K | 0.04% | +745+10.6% | Added |
| Ambassador Advisors, LLC | 7,784 | $737.7K | 0.11% | +36+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 7,858 | $738.0K | 0.09% | +1,497+23.5% | Added |
| Goldstone Financial Group, LLC | 7,805 | $739.7K | 0.09% | +660+9.2% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $740.6K | 0.46% | 00.0% | Unchanged |
| Viawealth, LLC | 7,821 | $741.2K | 0.40% | +50+0.6% | Added |
| McLean Asset Management Corp | 7,776 | $742.5K | 0.15% | −18−0.2% | Reduced |
| Allred Capital Management, LLC | 7,836 | $742.6K | 0.26% | −25−0.3% | Reduced |
| Gsa Capital Partners LLP | 7,839 | $743.0K | 0.06% | +7,839 | New |
| Cyndeo Wealth Partners, LLC | 7,844 | $743.4K | 0.04% | +1,330+20.4% | Added |
| SageOak Financial, LLC | 7,844 | $743.4K | 0.55% | 00.0% | Unchanged |
| Summitry LLC | 7,857 | $744.6K | 0.03% | +1,693+27.5% | Added |
| ProVise Management Group, LLC | 7,858 | $744.7K | 0.05% | +197+2.6% | Added |
| WFA of San Diego, LLC | 7,860 | $744.9K | 0.51% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 7,886 | $747.4K | 0.42% | −574−6.8% | Reduced |
| Sonora Investment Management Group, LLC | 7,894 | $748.2K | 0.05% | −53−0.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,935 | $752.0K | 0.15% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 7,947 | $753.2K | 0.07% | −1,057−11.7% | Reduced |
| Sar Wealth Management Group, LLC | 7,955 | $753.9K | 0.43% | +261+3.4% | Added |
| YHB Investment Advisors, Inc. | 7,974 | $755.7K | 0.06% | −1,494−15.8% | Reduced |
| Roberts Glore & Co Inc | 7,977 | $756.0K | 0.21% | −150−1.8% | Reduced |
| Tradition Wealth Management, LLC | 7,991 | $757.3K | 0.06% | +392+5.2% | Added |
| Blalock Williams, LLC | 7,995 | $757.7K | 0.66% | +83+1.0% | Added |
| Archer Investment Corp | 8,007 | $758.8K | 0.17% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 8,011 | $759.2K | 0.38% | +909+12.8% | Added |
| Citizens Business Bank | 8,011 | $759.2K | 0.13% | +1,868+30.4% | Added |
| Geometric Wealth Advisors | 8,027 | $760.7K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 8,039 | $761.8K | 0.11% | +3,206+66.3% | Added |
| one8zero8, LLC | 8,064 | $764.2K | 0.17% | −642−7.4% | Reduced |
| Chesapeake Wealth Management | 8,066 | $764.4K | 0.23% | +265+3.4% | Added |
| Infrastructure Capital Advisors, LLC | 8,134 | $764.9K | 0.09% | −3,479−30.0% | Reduced |
| First National Corp | 8,069 | $764.9K | 0.15% | −635−7.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,079 | $765.6K | 0.21% | −1,391−14.7% | Reduced |
| Private Capital Management, LLC | 8,122 | $769.7K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 8,123 | $769.8K | 0.05% | −773−8.7% | Reduced |