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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 16,437 | $1.56M | 0.36% | +36+0.2% | Added |
| Larson Financial Group LLC | 16,461 | $1.56M | 0.05% | +4,866+42.0% | Added |
| GoalVest Advisory LLC | 16,465 | $1.56M | 0.33% | +852+5.5% | Added |
| Capital International Sarl | 16,465 | $1.56M | 0.03% | +16,465 | New |
| Driehaus Capital Management LLC | 16,552 | $1.57M | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,001 | $1.58M | 0.04% | +17,001 | New |
| CapWealth Advisors, LLC | 16,733 | $1.59M | 0.11% | +932+5.9% | Added |
| Bristlecone Advisors, LLC | 16,845 | $1.60M | 0.13% | −170−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 16,886 | $1.60M | 0.03% | −1,336−7.3% | Reduced |
| Asset Advisors Investment Management, LLC | 16,954 | $1.61M | 0.15% | −94−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.61M | 0.18% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 17,006 | $1.61M | 0.85% | +21+0.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 17,097 | $1.62M | 0.99% | −404−2.3% | Reduced |
| Focus Financial Network, Inc. | 17,105 | $1.62M | 0.06% | +666+4.1% | Added |
| XML Financial, LLC | 17,133 | $1.62M | 0.13% | +567+3.4% | Added |
| Inceptionr LLC | 17,175 | $1.63M | 0.39% | +17,175 | New |
| Gleason Group, Inc. | 17,261 | $1.64M | 0.16% | +138+0.8% | Added |
| Romano Brothers and Company | 17,273 | $1.64M | 0.19% | −96−0.6% | Reduced |
| RFP Financial Group LLC | 18,293 | $1.64M | 0.67% | +1,162+6.8% | Added |
| Wellington Shields & Co., LLC | 17,288 | $1.64M | 0.43% | +54+0.3% | Added |
| WJ Financial Advisors LLC | 17,308 | $1.64M | 1.59% | +17,308 | New |
| Agp Franklin, LLC | 17,320 | $1.64M | 0.80% | +595+3.6% | Added |
| Jeppson Wealth Management, LLC | 17,347 | $1.64M | 0.52% | −122−0.7% | Reduced |
| Diversified Trust Co | 17,438 | $1.65M | 0.03% | +367+2.1% | Added |
| Stamos Capital Partners, L.P. | 17,459 | $1.65M | 0.31% | −8,558−32.9% | Reduced |
| Huber Capital Management LLC | 17,500 | $1.66M | 0.26% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 17,530 | $1.66M | 0.54% | +8,608+96.5% | Added |
| Ignite Planners, LLC | 17,561 | $1.66M | 0.27% | −491−2.7% | Reduced |
| Vontobel Holding Ltd. | 17,608 | $1.67M | 0.01% | +8,597+95.4% | Added |
| SBI Securities Co., Ltd. | 17,652 | $1.67M | 0.04% | −276−1.5% | Reduced |
| Dearborn Partners LLC | 17,767 | $1.68M | 0.08% | +50.0% | Added |
| Strategic Blueprint, LLC | 17,827 | $1.69M | 0.07% | +153+0.9% | Added |
| Primoris Wealth Advisors, LLC | 17,944 | $1.70M | 1.08% | +650+3.8% | Added |
| Skopos Labs, Inc. | 18,722 | $1.70M | 0.23% | −287−1.5% | Reduced |
| Eagle Rock Investment Company, LLC | 17,998 | $1.71M | 0.25% | −358−2.0% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.71M | 0.63% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 18,102 | $1.72M | 0.77% | 00.0% | Unchanged |
| Advisor OS, LLC | 18,149 | $1.72M | 0.15% | +276+1.5% | Added |
| Tema ETFs LLC | 18,233 | $1.73M | 0.14% | +18,233 | New |
| Earnest Partners LLC | 18,273 | $1.73M | 0.01% | −263−1.4% | Reduced |
| SWAN Capital LLC | 18,387 | $1.74M | 0.71% | −138−0.7% | Reduced |
| Symphony Financial, Ltd. Co. | 18,468 | $1.75M | 0.21% | −380−2.0% | Reduced |
| Consolidated Planning Corp | 18,507 | $1.75M | 0.19% | +250+1.4% | Added |
| NBC Securities, Inc. | 18,583 | $1.76M | 0.14% | −2,689−12.6% | Reduced |
| Bank of Hawaii | 18,598 | $1.76M | 0.09% | −715−3.7% | Reduced |
| Compass Wealth Management, LLC | 18,683 | $1.77M | 0.78% | +38+0.2% | Added |
| Aviva PLC | 18,714 | $1.77M | 0.00% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 18,757 | $1.78M | 0.05% | −19,164−50.5% | Reduced |
| Providence First Trust Co | 18,946 | $1.80M | 0.62% | +800+4.4% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.80M | 0.28% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 19,009 | $1.80M | 0.39% | −1,076−5.4% | Reduced |
| Old Port Advisors | 19,078 | $1.81M | 0.46% | −3,825−16.7% | Reduced |
| Matrix Trust Co | 19,127 | $1.81M | 0.28% | +19,127 | New |
| Bahl & Gaynor Inc | 19,168 | $1.82M | 0.01% | −144−0.7% | Reduced |
| ICW Investment Advisors LLC | 19,182 | $1.82M | 0.66% | +604+3.3% | Added |
| Rollins Financial Advisors, LLC | 19,313 | $1.83M | 0.28% | +269+1.4% | Added |
| LMG Wealth Partners, LLC | 19,317 | $1.83M | 0.34% | −1,548−7.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,331 | $1.83M | 0.97% | +208+1.1% | Added |
| BIP Wealth, LLC | 19,337 | $1.83M | 0.09% | +8,327+75.6% | Added |
| Mayfair Advisory Group, LLC | 19,454 | $1.84M | 0.79% | +16+0.1% | Added |
| Snowden Capital Advisors LLC | 19,497 | $1.85M | 0.05% | +1,504+8.4% | Added |
| T. Rowe Price Investment Management, Inc. | 19,552 | $1.85M | 0.00% | +11,927+156.4% | Added |
| Pensionmark Financial Group, LLC | 19,581 | $1.86M | 0.04% | +1,845+10.4% | Added |
| TD Private Client Wealth LLC | 19,611 | $1.86M | 0.04% | −2,125−9.8% | Reduced |
| Adapt Wealth Advisors, LLC | 19,685 | $1.87M | 0.69% | +20+0.1% | Added |
| Miracle Mile Advisors, LLC | 19,854 | $1.88M | 0.03% | +4,554+29.8% | Added |
| M&G Plc | 19,829 | $1.88M | 0.01% | +19,829 | New |
| Ontario Teachers Pension Plan Board | 19,937 | $1.89M | 0.04% | +7,625+61.9% | Added |
| Canal Insurance CO | 20,000 | $1.90M | 0.40% | 00.0% | Unchanged |
| Bangor Savings Bank | 20,000 | $1.90M | 0.16% | −1,133−5.4% | Reduced |
| Parsons Capital Management Inc | 20,019 | $1.90M | 0.11% | −305−1.5% | Reduced |
| Mystic Asset Management, Inc. | 20,093 | $1.90M | 0.43% | −73−0.4% | Reduced |
| Accurate Wealth Management, LLC | 19,177 | $1.91M | 0.25% | −90.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,190 | $1.91M | 0.20% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 20,280 | $1.92M | 0.04% | +276+1.4% | Added |
| First City Capital Management, Inc. | 20,297 | $1.92M | 1.04% | −35−0.2% | Reduced |
| Wedmont Private Capital | 19,952 | $1.92M | 0.07% | +866+4.5% | Added |
| Smith, Moore & Co. | 20,395 | $1.93M | 0.15% | +874+4.5% | Added |
| SageView Advisory Group, LLC | 20,504 | $1.94M | 0.07% | +15,975+352.7% | Added |
| Regent Peak Wealth Advisors LLC | 20,504 | $1.94M | 0.39% | +20,504 | New |
| Constitution Capital LLC | 20,555 | $1.95M | 0.91% | +3,455+20.2% | Added |
| Canada Post Corp Registered Pension Plan | 20,932 | $1.97M | 0.09% | +3,500+20.1% | Added |
| Frank, Rimerman Advisors LLC | 20,747 | $1.97M | 0.13% | +710+3.5% | Added |
| ABN AMRO Bank N.V. | 20,965 | $1.97M | 0.02% | +20,965 | New |
| Lineweaver Wealth Advisors, LLC | 20,830 | $1.97M | 0.29% | +676+3.4% | Added |
| Benedict Financial Advisors Inc | 20,831 | $1.97M | 0.43% | +130+0.6% | Added |
| LVW Advisors, LLC | 20,872 | $1.98M | 0.20% | −771−3.6% | Reduced |
| Patten & Patten Inc | 20,881 | $1.98M | 0.12% | 00.0% | Unchanged |
| RDA Financial Network | 20,933 | $1.98M | 0.49% | −369−1.7% | Reduced |
| MUFG Securities EMEA plc | 21,056 | $2.00M | 0.05% | +17,808+548.3% | Added |
| Fidelis Capital Partners, LLC | 21,060 | $2.00M | 0.16% | +8,055+61.9% | Added |
| Venture Visionary Partners LLC | 21,110 | $2.00M | 0.07% | −352−1.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 21,122 | $2.00M | 1.17% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 21,141 | $2.00M | 0.04% | +50+0.2% | Added |
| NTV Asset Management LLC | 21,170 | $2.01M | 0.22% | −80.0% | Reduced |
| NBT Bank N A | 19,981 | $2.01M | 0.13% | −1,518−7.1% | Reduced |
| LVZ Advisors, Inc. | 21,192 | $2.01M | 0.23% | +2,070+10.8% | Added |
| Regal Investment Advisors LLC | 21,205 | $2.01M | 0.13% | +1,232+6.2% | Added |
| Atomi Financial Group, Inc. | 21,220 | $2.01M | 0.07% | −29,182−57.9% | Reduced |
| Stock Yards Bank & Trust Co | 21,253 | $2.01M | 0.06% | +621+3.0% | Added |