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 |
|---|---|---|---|---|---|
| Ables, Iannone, Moore & Associates, Inc. | 10,167 | $963.5K | 0.55% | −557−5.2% | Reduced |
| Rehmann Capital Advisory Group | 10,188 | $965.5K | 0.05% | −307−2.9% | Reduced |
| TCG Advisory Services, LLC | 10,196 | $966.3K | 0.04% | −1,322−11.5% | Reduced |
| Sunburst Financial Group, LLC | 10,225 | $969.0K | 0.20% | +30.0% | Added |
| Bradley Foster & Sargent Inc | 10,248 | $971.2K | 0.01% | +143+1.4% | Added |
| Claro Advisors LLC | 10,253 | $971.7K | 0.14% | −743−6.8% | Reduced |
| Acorn Wealth Advisors, LLC | 10,272 | $973.5K | 0.31% | +68+0.7% | Added |
| Clarendon Private LLC | 10,294 | $975.6K | 0.88% | −552−5.1% | Reduced |
| Haverford Trust Co | 10,294 | $975.6K | 0.01% | +191+1.9% | Added |
| WSFS Capital Management, LLC | 10,295 | $975.6K | 0.05% | +86+0.8% | Added |
| Field & Main Bank | 10,300 | $976.1K | 0.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,323 | $978.3K | 0.05% | +266+2.6% | Added |
| Magnetar Financial LLC | 10,327 | $978.7K | 0.01% | +10,327 | New |
| NorthCrest Asset Manangement, LLC | 10,161 | $979.7K | 0.02% | +1,062+11.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $983.2K | 0.20% | 00.0% | Unchanged |
| MEMBERS Trust Co | 10,380 | $983.7K | 0.03% | −16−0.2% | Reduced |
| Aaron Wealth Advisors | 10,476 | $992.8K | 0.06% | +4,276+69.0% | Added |
| Rogco, LP | 10,507 | $995.7K | 0.35% | −329−3.0% | Reduced |
| Balboa Wealth Partners | 10,527 | $997.6K | 0.17% | −232−2.2% | Reduced |
| Chesley Taft & Associates LLC | 10,563 | $1.00M | 0.04% | +16+0.2% | Added |
| Ancora Advisors, LLC | 10,591 | $1.00M | 0.02% | +887+9.1% | Added |
| AdvisorNet Financial, Inc | 10,619 | $1.01M | 0.06% | +230+2.2% | Added |
| Montecito Bank & Trust | 10,622 | $1.01M | 0.16% | +10,622 | New |
| Cigna Investments Inc | 10,649 | $1.01M | 0.14% | −99−0.9% | Reduced |
| Two Sigma Securities, LLC | 10,733 | $1.02M | 0.15% | +10,733 | New |
| AlphaCore Capital LLC | 10,739 | $1.02M | 0.03% | +2,872+36.5% | Added |
| Commerzbank Aktiengesellschaft | 10,766 | $1.02M | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 10,790 | $1.02M | 0.13% | −280−2.5% | Reduced |
| Journey Strategic Wealth LLC | 10,820 | $1.03M | 0.03% | +248+2.3% | Added |
| Syon Capital LLC | 10,855 | $1.03M | 0.06% | +2,338+27.5% | Added |
| EntryPoint Capital, LLC | 10,866 | $1.03M | 0.40% | +10,866 | New |
| Silverlake Wealth Management LLC | 10,882 | $1.03M | 0.25% | +7+0.1% | Added |
| Triad Wealth Partners, LLC | 10,909 | $1.03M | 0.13% | +1,005+10.1% | Added |
| Kuhn & Co Investment Counsel | 10,939 | $1.04M | 0.82% | −36−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,951 | $1.04M | 0.29% | +6+0.1% | Added |
| Second Line Capital, LLC | 10,977 | $1.04M | 0.22% | +30.0% | Added |
| Occudo Quantitative Strategies LP | 10,985 | $1.04M | 0.13% | +10,985 | New |
| Ami Asset Management Corp | 11,065 | $1.05M | 0.06% | −107−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 11,082 | $1.05M | 0.13% | −606−5.2% | Reduced |
| MONECO Advisors, LLC | 11,103 | $1.05M | 0.09% | +1,694+18.0% | Added |
| Ossiam | 11,146 | $1.06M | 0.01% | +10,012+882.9% | Added |
| Bryn Mawr Trust Co | 11,169 | $1.06M | 0.03% | −7,533−40.3% | Reduced |
| CoreCap Advisors, LLC | 11,210 | $1.06M | 0.04% | +1,325+13.4% | Added |
| 1620 Investment Advisors, Inc. | 11,252 | $1.07M | 0.72% | −88−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 11,284 | $1.07M | 0.05% | −17−0.2% | Reduced |
| Leisure Capital Management | 11,333 | $1.07M | 0.37% | −75−0.7% | Reduced |
| Belpointe Asset Management LLC | 11,341 | $1.07M | 0.04% | +3,015+36.2% | Added |
| SeaCrest Wealth Management, LLC | 11,183 | $1.08M | 0.11% | −829−6.9% | Reduced |
| Raleigh Capital Management Inc. | 11,351 | $1.08M | 0.41% | −3,101−21.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,382 | $1.08M | 0.34% | +11,382 | New |
| RS Crum Inc. | 11,387 | $1.08M | 0.24% | +10.0% | Added |
| Tradewinds, LLC. | 11,407 | $1.08M | 0.26% | +11,407 | New |
| Burney Co | 11,431 | $1.08M | 0.03% | −10.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,434 | $1.08M | 0.04% | +702+6.5% | Added |
| Norris Perne & French LLP | 11,434 | $1.08M | 0.08% | +24+0.2% | Added |
| Nwam LLC | 11,116 | $1.08M | 0.06% | −459−4.0% | Reduced |
| KPP Advisory Services LLC | 11,443 | $1.08M | 0.16% | +51+0.4% | Added |
| Columbia Asset Management | 11,447 | $1.08M | 0.20% | +40.0% | Added |
| HBW Advisory Services LLC | 11,447 | $1.08M | 0.12% | +246+2.2% | Added |
| Magnolia Capital Advisors LLC | 11,525 | $1.09M | 0.29% | −20.0% | Reduced |
| Texas Bank & Trust Co | 11,550 | $1.09M | 0.41% | +1,046+10.0% | Added |
| Apella Capital, LLC | 11,121 | $1.09M | 0.02% | −31−0.3% | Reduced |
| Northern Oak Wealth Management Inc | 11,563 | $1.10M | 0.13% | −290−2.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 11,577 | $1.10M | 0.00% | +64+0.6% | Added |
| Hills Bank & Trust Co | 11,579 | $1.10M | 0.06% | 00.0% | Unchanged |
| Stableford Capital II LLC | 11,629 | $1.10M | 0.40% | +33+0.3% | Added |
| Applied Finance Capital Management, LLC | 11,673 | $1.11M | 0.08% | −1,023−8.1% | Reduced |
| Kovack Advisors, Inc. | 11,734 | $1.11M | 0.10% | −2,231−16.0% | Reduced |
| BlueChip Wealth Advisors LLC | 11,750 | $1.11M | 0.48% | +126+1.1% | Added |
| United Bank | 11,801 | $1.12M | 0.13% | −1,349−10.3% | Reduced |
| Allegheny Financial Group LTD | 11,859 | $1.12M | 0.21% | −18−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,942 | $1.13M | 0.03% | −1,080−8.3% | Reduced |
| HM Payson & Co | 11,977 | $1.14M | 0.02% | +2,070+20.9% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.14M | 0.55% | 00.0% | Unchanged |
| Tower Bridge Advisors | 12,044 | $1.14M | 0.11% | +300+2.6% | Added |
| Spire Wealth Management | 12,101 | $1.15M | 0.04% | −369−3.0% | Reduced |
| Boston Private Wealth LLC | 12,129 | $1.15M | 0.06% | +658+5.7% | Added |
| Jaffetilchin Investment Partners, LLC | 12,138 | $1.15M | 0.07% | −122−1.0% | Reduced |
| First County Bank | 12,155 | $1.15M | 0.59% | −619−4.8% | Reduced |
| Meketa Investment Group Inc | 12,179 | $1.15M | 3.79% | −2,842−18.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 12,192 | $1.16M | 0.10% | −14,955−55.1% | Reduced |
| Essex Savings Bank | 12,293 | $1.17M | 0.26% | 00.0% | Unchanged |
| Trust Point Inc. | 12,301 | $1.17M | 0.09% | +1,661+15.6% | Added |
| Twinbeech Capital LP | 12,308 | $1.17M | 0.05% | +12,308 | New |
| IFP Advisors, Inc | 12,324 | $1.17M | 0.03% | +118+1.0% | Added |
| Integrity Alliance, LLC. | 12,324 | $1.17M | 0.06% | +7,145+138.0% | Added |
| VestGen Advisors, LLC | 12,326 | $1.17M | 0.04% | +7,854+175.6% | Added |
| Keystone Financial Group | 12,357 | $1.17M | 0.09% | −267−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 12,364 | $1.17M | 0.08% | −885−6.7% | Reduced |
| New Age Alpha Advisors, LLC | 12,370 | $1.17M | 0.05% | −203−1.6% | Reduced |
| Edge Financial Advisors LLC | 12,418 | $1.18M | 0.53% | +1,274+11.4% | Added |
| Marino, Stram & Associates LLC | 12,420 | $1.18M | 0.21% | +50.0% | Added |
| Integrated Advisors Network LLC | 12,512 | $1.19M | 0.05% | +294+2.4% | Added |
| WCG Wealth Advisors LLC | 12,515 | $1.19M | 0.07% | +529+4.4% | Added |
| Bard Financial Services, Inc. | 12,520 | $1.19M | 0.13% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 12,525 | $1.19M | 0.35% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,534 | $1.19M | 0.03% | +116+0.9% | Added |
| Twin Capital Management Inc | 12,616 | $1.20M | 0.15% | −4,331−25.6% | Reduced |
| Fiduciary Trust Co | 12,618 | $1.20M | 0.01% | +3,197+33.9% | Added |
| Grimes & Company, Inc. | 12,671 | $1.20M | 0.03% | −264−2.0% | Reduced |