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; 2,371 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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 12,681 | $1.20M | 0.06% | −429−3.3% | Reduced |
| M Holdings Securities, Inc. | 12,702 | $1.20M | 0.25% | +12,702 | New |
| West Family Investments, Inc. | 12,709 | $1.20M | 0.27% | +269+2.2% | Added |
| Rowland & Co Investment Counsel | 12,734 | $1.21M | 0.24% | +180+1.4% | Added |
| Andra AP-fonden | 12,779 | $1.21M | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,798 | $1.21M | 0.76% | −73−0.6% | Reduced |
| Gateway Wealth Partners, LLC | 12,818 | $1.21M | 0.16% | +7,757+153.3% | Added |
| Entropy Technologies, LP | 12,845 | $1.22M | 0.09% | +12,845 | New |
| Asset Planning,Inc | 12,861 | $1.22M | 0.88% | +40.0% | Added |
| Ascent Group, LLC | 12,877 | $1.22M | 0.04% | +2,530+24.5% | Added |
| Financial Security Advisor, Inc. | 12,959 | $1.23M | 0.26% | +23+0.2% | Added |
| CFS Investment Advisory Services, LLC | 12,860 | $1.23M | 0.09% | +562+4.6% | Added |
| Cannon Financial Strategists, Inc. | 13,161 | $1.25M | 0.18% | −1,013−7.1% | Reduced |
| Sheets Smith Wealth Management | 13,165 | $1.25M | 0.14% | −107−0.8% | Reduced |
| Firethorn Wealth Partners, LLC | 13,183 | $1.25M | 0.49% | +885+7.2% | Added |
| OneAscent Financial Services LLC | 13,187 | $1.25M | 0.08% | +208+1.6% | Added |
| Advyzon Investment Management, LLC | 13,214 | $1.25M | 0.21% | −17,208−56.6% | Reduced |
| Banco Santander, S.A. | 13,221 | $1.25M | 0.01% | +2,307+21.1% | Added |
| SPC Financial, Inc. | 13,258 | $1.26M | 0.10% | +466+3.6% | Added |
| Chatham Capital Group, Inc. | 13,319 | $1.26M | 0.18% | −975−6.8% | Reduced |
| Diversify Advisory Services, LLC | 13,642 | $1.27M | 0.04% | −19−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 13,491 | $1.28M | 0.04% | +50.0% | Added |
| Mesirow Financial Investment Management, Inc. | 13,495 | $1.28M | 0.02% | −381−2.7% | Reduced |
| Mitchell Sinkler & Starr | 13,498 | $1.28M | 0.58% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,512 | $1.28M | 0.03% | −16,207−54.5% | Reduced |
| Mission Wealth Management, LP | 13,524 | $1.28M | 0.03% | +90+0.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,534 | $1.28M | 0.00% | +300+2.3% | Added |
| Blue Fin Capital, Inc. | 13,569 | $1.29M | 0.20% | −19−0.1% | Reduced |
| ForthRight Wealth Management, LLC | 13,600 | $1.29M | 0.37% | −14−0.1% | Reduced |
| Bank & Trust Co | 13,662 | $1.29M | 0.96% | −42−0.3% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.30M | 0.30% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,725 | $1.30M | 0.07% | +1,355+11.0% | Added |
| Busey Wealth Management | 13,746 | $1.30M | 0.04% | +1,272+10.2% | Added |
| Delta Asset Management LLC | 13,762 | $1.30M | 0.11% | −104−0.8% | Reduced |
| Quest Partners LLC | 13,819 | $1.31M | 0.09% | +10,233+285.4% | Added |
| Baldwin Investment Management, LLC | 13,878 | $1.32M | 0.15% | +550+4.1% | Added |
| Berkeley Capital Partners, LLC | 13,894 | $1.32M | 0.31% | −29−0.2% | Reduced |
| SHUTTLEWORTH & Co | 13,915 | $1.32M | 1.20% | +13,915 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,937 | $1.32M | 0.06% | −342−2.4% | Reduced |
| Sculati Wealth Management, LLC | 13,965 | $1.32M | 0.47% | 00.0% | Unchanged |
| Adirondack Trust Co | 13,968 | $1.32M | 0.44% | −188−1.3% | Reduced |
| Axq Capital, LP | 13,974 | $1.32M | 0.51% | +13,974 | New |
| Eastern Bank | 14,009 | $1.33M | 0.02% | +6,420+84.6% | Added |
| Guardian Wealth Advisors, LLC | 14,088 | $1.34M | 0.09% | +33+0.2% | Added |
| International Assets Investment Management, LLC | 14,493 | $1.34M | 0.11% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 14,128 | $1.34M | 0.68% | +8+0.1% | Added |
| Ti-Trust, Inc | 14,160 | $1.34M | 0.84% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 14,172 | $1.34M | 0.54% | +96+0.7% | Added |
| Detalus Advisors, LLC | 14,176 | $1.34M | 0.35% | +241+1.7% | Added |
| Personal Cfo Solutions, LLC | 14,217 | $1.35M | 0.24% | +302+2.2% | Added |
| Archford Capital Strategies, LLC | 14,219 | $1.35M | 0.16% | −277−1.9% | Reduced |
| CWS Financial Advisors, LLC | 14,273 | $1.35M | 0.38% | +860+6.4% | Added |
| Philadelphia Trust Co | 14,320 | $1.36M | 0.10% | −110−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,338 | $1.36M | 0.29% | −47−0.3% | Reduced |
| BancorpSouth Bank | 14,394 | $1.36M | 0.08% | −1,270−8.1% | Reduced |
| Centennial Bank | 14,491 | $1.37M | 0.54% | −600−4.0% | Reduced |
| Spreng Capital Management, Inc. | 14,617 | $1.39M | 0.55% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,620 | $1.39M | 0.03% | +541+3.8% | Added |
| Farmers National Bank | 14,621 | $1.39M | 0.33% | −110−0.7% | Reduced |
| Everstar Asset Management, LLC | 14,728 | $1.40M | 0.79% | +4,061+38.1% | Added |
| GTS Securities LLC | 14,768 | $1.40M | 0.05% | −2,762−15.8% | Reduced |
| Brighton Jones LLC | 14,780 | $1.40M | 0.03% | +620+4.4% | Added |
| Register Financial Advisors LLC | 14,826 | $1.41M | 0.55% | +15+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 14,848 | $1.41M | 0.05% | −324−2.1% | Reduced |
| National Asset Management, Inc. | 14,857 | $1.41M | 0.07% | −1,907−11.4% | Reduced |
| Valmark Advisers, Inc. | 14,970 | $1.42M | 0.02% | +386+2.6% | Added |
| Glen Eagle Advisors, LLC | 14,975 | $1.42M | 0.20% | +459+3.2% | Added |
| FORA Capital, LLC | 15,001 | $1.42M | 0.25% | +15,001 | New |
| Blackstone Group Inc. | 15,005 | $1.42M | 0.01% | +15,005 | New |
| Invesco, LLC | 15,034 | $1.42M | 0.48% | −242−1.6% | Reduced |
| Powers Advisory Group, LLC | 15,049 | $1.43M | 0.57% | −203−1.3% | Reduced |
| Flputnam Investment Management Co | 15,050 | $1.43M | 0.02% | +971+6.9% | Added |
| Stiles Financial Services Inc | 15,225 | $1.44M | 0.45% | +1,404+10.2% | Added |
| Venturi Wealth Management, LLC | 15,230 | $1.44M | 0.07% | +105+0.7% | Added |
| DMG Group, LLC | 15,233 | $1.44M | 1.00% | +832+5.8% | Added |
| Wetherby Asset Management Inc | 15,281 | $1.45M | 0.06% | +186+1.2% | Added |
| Lebenthal Global Advisors, LLC | 15,329 | $1.45M | 0.25% | +618+4.2% | Added |
| Northstar Financial Companies, Inc. | 15,347 | $1.45M | 1.35% | +3,337+27.8% | Added |
| Burke & Herbert Bank & Trust Co | 15,350 | $1.45M | 0.31% | 00.0% | Unchanged |
| Fca Corp | 15,393 | $1.46M | 0.41% | +365+2.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,429 | $1.46M | 0.50% | −166−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 15,610 | $1.48M | 0.07% | +35+0.2% | Added |
| Bush Investment Group, LLC | 15,621 | $1.48M | 0.88% | +4,536+40.9% | Added |
| Highline Wealth Partners LLC | 15,667 | $1.48M | 0.40% | +106+0.7% | Added |
| Silvercrest Asset Management Group LLC | 15,709 | $1.49M | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 15,719 | $1.49M | 0.64% | +15,719 | New |
| AssuredPartners Investment Advisors, LLC | 15,811 | $1.50M | 0.33% | +938+6.3% | Added |
| Aprio Wealth Management, LLC | 15,821 | $1.50M | 0.15% | +1,879+13.5% | Added |
| Sage Mountain Advisors LLC | 15,830 | $1.50M | 0.09% | +4,355+38.0% | Added |
| High Net Worth Advisory Group LLC | 15,874 | $1.50M | 0.36% | +174+1.1% | Added |
| Stokes Family Office, LLC | 15,879 | $1.50M | 0.14% | +218+1.4% | Added |
| Johnson Financial Group, Inc. | 15,894 | $1.51M | 0.06% | −2,330−12.8% | Reduced |
| Altshuler Shaham Ltd | 15,918 | $1.51M | 0.02% | +4,726+42.2% | Added |
| Burns J W & Co Inc | 16,032 | $1.52M | 0.17% | −825−4.9% | Reduced |
| Country Club Bank | 16,240 | $1.53M | 0.09% | +2,130+15.1% | Added |
| NovaPoint Capital, LLC | 16,097 | $1.53M | 0.37% | +1,539+10.6% | Added |
| EPG Wealth Management LLC | 16,273 | $1.54M | 0.42% | +353+2.2% | Added |
| Sumitomo Life Insurance Co | 16,335 | $1.55M | 0.05% | −492−2.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,369 | $1.55M | 0.46% | −132−0.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.55M | 0.12% | 00.0% | Unchanged |