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 |
|---|---|---|---|---|---|
| Severin Investments, LLC | 8,123 | $769.8K | 0.68% | −2,195−21.3% | Reduced |
| Autumn Glory Partners, LLC | 8,185 | $775.7K | 0.32% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 8,190 | $776.1K | 0.18% | −2,759−25.2% | Reduced |
| White Lighthouse Investment Management Inc. | 8,205 | $777.6K | 0.12% | 00.0% | Unchanged |
| World Equity Group, Inc. | 8,204 | $777.7K | 0.18% | +4,175+103.6% | Added |
| Successful Portfolios LLC | 8,219 | $778.9K | 0.45% | −96−1.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 8,224 | $779.4K | 0.29% | +53+0.6% | Added |
| Linscomb & Williams, Inc. | 8,228 | $779.8K | 0.03% | −81−1.0% | Reduced |
| Park National Corp | 8,242 | $781.1K | 0.02% | −50−0.6% | Reduced |
| Cresset Asset Management, LLC | 8,257 | $782.5K | 0.00% | +882+12.0% | Added |
| Golden State Equity Partners | 8,269 | $783.7K | 0.13% | +316+4.0% | Added |
| West Bancorporation Inc | 8,285 | $785.2K | 0.44% | −5,535−40.1% | Reduced |
| Rodgers Brothers Inc. | 8,343 | $790.7K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 8,367 | $792.9K | 0.09% | +102+1.2% | Added |
| Fullerton Fund Management Co Ltd. | 8,369 | $793.1K | 0.03% | +520+6.6% | Added |
| Gilbert & Cook, Inc. | 8,371 | $793.3K | 0.10% | −2,341−21.9% | Reduced |
| North Star Investment Management Corp. | 8,372 | $793.4K | 0.05% | +6+0.1% | Added |
| JT Stratford LLC | 8,396 | $795.7K | 0.11% | −367−4.2% | Reduced |
| Evergreen Capital Management LLC | 8,401 | $796.2K | 0.02% | +924+12.4% | Added |
| Grove Bank & Trust | 8,402 | $796.3K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 8,411 | $797.1K | 0.54% | +20.0% | Added |
| KC Investment Advisors, LLC | 8,335 | $799.2K | 0.22% | +567+7.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,438 | $799.6K | 0.09% | +20.0% | Added |
| Garner Asset Management Corp | 8,458 | $801.5K | 0.32% | +1,002+13.4% | Added |
| Intrust Bank NA | 8,466 | $802.3K | 0.07% | −359−4.1% | Reduced |
| Court Place Advisors, LLC | 8,477 | $803.4K | 0.24% | −300−3.4% | Reduced |
| Benin Management CORP | 8,483 | $803.9K | 0.19% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,518 | $807.2K | 0.05% | −1,015−10.6% | Reduced |
| Howard Capital Management Inc. | 8,561 | $811.3K | 0.01% | −164−1.9% | Reduced |
| Smith, Salley & Associates | 8,568 | $812.0K | 0.04% | +227+2.7% | Added |
| Gables Capital Management Inc. | 8,592 | $814.3K | 0.35% | +50+0.6% | Added |
| Spirit of America Management Corp | 8,600 | $815.0K | 0.16% | +1,900+28.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,618 | $816.8K | 0.11% | −1,180−12.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,683 | $822.9K | 0.19% | +131+1.5% | Added |
| Moneta Group Investment Advisors LLC | 8,689 | $823.5K | 0.01% | +1,102+14.5% | Added |
| Certified Advisory Corp | 8,707 | $825.2K | 0.08% | +21+0.2% | Added |
| Ballentine Partners, LLC | 8,712 | $825.6K | 0.01% | +1,375+18.7% | Added |
| Avestar Capital, LLC | 8,718 | $826.3K | 0.06% | −988−10.2% | Reduced |
| Vista Capital Partners, Inc. | 8,724 | $826.8K | 0.08% | +14+0.2% | Added |
| Kennedy Investment Group | 8,747 | $829.0K | 0.33% | +26+0.3% | Added |
| HBK Sorce Advisory LLC | 8,324 | $830.0K | 0.02% | +1,095+15.1% | Added |
| Krilogy Financial LLC | 9,116 | $833.3K | 0.03% | +9,116 | New |
| Wulff, Hansen & Co. | 8,798 | $833.8K | 0.72% | 00.0% | Unchanged |
| Cherokee Insurance Co | 8,800 | $834.0K | 0.36% | −2,200−20.0% | Reduced |
| Insight Inv LLC | 8,845 | $838.2K | 0.49% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,906 | $844.0K | 0.21% | −918−9.3% | Reduced |
| Mechanics Financial Corp | 8,913 | $844.7K | 0.32% | 00.0% | Unchanged |
| Balentine LLC | 8,941 | $847.3K | 0.03% | +100+1.1% | Added |
| Community Bank of Raymore | 8,950 | $848.2K | 0.59% | 00.0% | Unchanged |
| Breakwater Capital Group | 8,959 | $849.1K | 0.13% | +30.0% | Added |
| Simplicity Wealth,LLC | 9,018 | $854.6K | 0.05% | −5,890−39.5% | Reduced |
| RIA Advisory Group LLC | 9,021 | $854.9K | 0.22% | −210−2.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,055 | $858.1K | 0.41% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,069 | $859.5K | 0.00% | +19+0.2% | Added |
| Blue Capital, Inc. | 9,142 | $866.4K | 0.64% | +9,142 | New |
| Exencial Wealth Advisors, LLC | 9,150 | $867.1K | 0.03% | −5,032−35.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,171 | $869.2K | 0.08% | +1,879+25.8% | Added |
| Aberdeen Wealth Management LLC | 9,180 | $870.0K | 0.55% | +40.0% | Added |
| Mainsail Asset Management, LLC | 9,191 | $871.0K | 0.38% | +13+0.1% | Added |
| Woodward Diversified Capital, LLC | 9,201 | $872.0K | 0.41% | −728−7.3% | Reduced |
| NewEdge Wealth, LLC | 9,546 | $872.6K | 0.01% | −4,255−30.8% | Reduced |
| Davis Capital Management | 9,261 | $877.6K | 0.61% | +9,261 | New |
| Savvy Advisors, Inc. | 9,281 | $879.6K | 0.04% | +2,443+35.7% | Added |
| Salem Investment Counselors Inc | 9,284 | $879.8K | 0.03% | +284+3.2% | Added |
| Golden State Wealth Management, LLC | 9,296 | $881.0K | 0.10% | −149−1.6% | Reduced |
| Affinity Wealth Management LLC | 9,303 | $881.6K | 0.13% | −34−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 9,431 | $885.6K | 0.02% | +268+2.9% | Added |
| St Germain D J Co Inc | 9,365 | $887.5K | 0.04% | −210−2.2% | Reduced |
| Wagner Wealth Management, LLC | 9,366 | $887.7K | 0.21% | −114−1.2% | Reduced |
| Monetary Management Group Inc | 9,407 | $891.5K | 0.20% | −200−2.1% | Reduced |
| Eagle Strategies LLC | 9,412 | $892.0K | 0.12% | +40.0% | Added |
| Trueblood Wealth Management, LLC | 9,422 | $892.9K | 0.35% | +6+0.1% | Added |
| Alps Advisors Inc | 9,486 | $899.0K | 0.01% | +576+6.5% | Added |
| Secure Asset Management, LLC | 9,515 | $902.0K | 0.15% | −48−0.5% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $903.0K | 0.04% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 9,540 | $904.1K | 0.11% | +8+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 9,553 | $905.3K | 0.01% | −26−0.3% | Reduced |
| St. Johns Investment Management Company, LLC | 9,582 | $908.1K | 0.39% | +714+8.1% | Added |
| Xcel Wealth Management, LLC | 9,593 | $909.1K | 0.24% | +347+3.8% | Added |
| SCP Investment, LP | 9,600 | $909.8K | 0.73% | −2,000−17.2% | Reduced |
| Norden Group LLC | 9,639 | $913.5K | 0.09% | +683+7.6% | Added |
| Shepherd Financial Partners LLC | 9,675 | $916.9K | 0.09% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 9,687 | $918.0K | 0.21% | −265−2.7% | Reduced |
| Howard Capital Management Group, LLC | 9,698 | $919.0K | 0.06% | +1,000+11.5% | Added |
| Trustco Bank Corp N Y | 9,722 | $921.4K | 0.83% | −100−1.0% | Reduced |
| William Allan, LLC | 9,723 | $921.4K | 0.52% | +160+1.7% | Added |
| Evercore Wealth Management, LLC | 9,743 | $923.3K | 0.01% | −1,025−9.5% | Reduced |
| Means Investment Co., Inc. | 9,752 | $924.2K | 0.08% | −126−1.3% | Reduced |
| Journey Advisory Group, LLC | 9,798 | $928.6K | 0.07% | 00.0% | Unchanged |
| Excalibur Management Corp | 9,800 | $928.7K | 0.34% | −25−0.3% | Reduced |
| Home Federal Bank of Tennessee | 9,890 | $937.3K | 0.25% | 00.0% | Unchanged |
| Roundview Capital LLC | 9,921 | $940.2K | 0.06% | −88−0.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,958 | $943.7K | 0.41% | +229+2.4% | Added |
| Reuter James Wealth Management, LLC | 9,979 | $945.7K | 0.13% | −908−8.3% | Reduced |
| Marco Investment Management LLC | 10,007 | $948.4K | 0.07% | −227−2.2% | Reduced |
| United Advisor Group, LLC | 10,056 | $953.0K | 0.13% | +5,781+135.2% | Added |
| Mendel Money Management | 10,084 | $955.7K | 0.40% | −50.0% | Reduced |
| Kingsman Wealth Management, Inc. | 10,094 | $956.6K | 0.53% | +20.0% | Added |
| Modera Wealth Management, LLC | 10,107 | $957.9K | 0.01% | −371−3.5% | Reduced |
| Investment Partners Asset Management, Inc. | 10,142 | $961.1K | 0.63% | +30.0% | Added |