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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 21,336 | $2.02M | 0.54% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 21,373 | $2.03M | 0.16% | +200+0.9% | Added |
| HHM Wealth Advisors, LLC | 21,449 | $2.03M | 0.24% | −492−2.2% | Reduced |
| Ausdal Financial Partners, Inc. | 21,449 | $2.03M | 0.10% | −5,388−20.1% | Reduced |
| Gladstone Institutional Advisory LLC | 21,461 | $2.03M | 0.08% | +105+0.5% | Added |
| Armor Investment Advisors, LLC | 21,518 | $2.04M | 0.65% | +543+2.6% | Added |
| Ethos Financial Group, LLC | 21,748 | $2.06M | 0.16% | +1,128+5.5% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.07M | 0.06% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 21,810 | $2.07M | 0.07% | −3,770−14.7% | Reduced |
| Silver Oak Securities, Inc | 21,829 | $2.07M | 0.15% | +6,066+38.5% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 21,866 | $2.07M | 1.27% | −3,745−14.6% | Reduced |
| Sowell Financial Services LLC | 21,942 | $2.08M | 0.08% | −206−0.9% | Reduced |
| Ci Investments Inc. | 22,061 | $2.09M | 0.01% | −2,030−8.4% | Reduced |
| Wealthspire Advisors, LLC | 22,234 | $2.11M | 0.01% | −721−3.1% | Reduced |
| Columbus Macro, LLC | 22,367 | $2.12M | 0.24% | +134+0.6% | Added |
| SummitTX Capital, L.P. | 22,376 | $2.12M | 0.09% | +22,376 | New |
| Cornerstone Advisory, LLC | 22,456 | $2.13M | 0.21% | +17,180+325.6% | Added |
| Essex LLC | 22,598 | $2.14M | 0.39% | −187−0.8% | Reduced |
| Assetmark, Inc | 22,708 | $2.15M | 0.00% | +876+4.0% | Added |
| Global Retirement Partners, LLC | 22,754 | $2.16M | 0.05% | +1,703+8.1% | Added |
| Ritholtz Wealth Management | 22,764 | $2.16M | 0.04% | +2,728+13.6% | Added |
| Siemens Fonds Invest GmbH | 22,789 | $2.16M | 0.12% | −642−2.7% | Reduced |
| Principal Securities, Inc. | 22,869 | $2.17M | 0.04% | +1,128+5.2% | Added |
| Virtu Financial LLC | 23,000 | $2.18M | 0.12% | +23,000 | New |
| First United Bank Trust | 23,034 | $2.18M | 0.71% | −190−0.8% | Reduced |
| Buckingham Strategic Partners | 23,220 | $2.18M | 0.02% | +1,524+7.0% | Added |
| Southeast Asset Advisors Inc. | 23,058 | $2.19M | 0.24% | −31−0.1% | Reduced |
| S.E.E.D. Planning Group LLC | 23,113 | $2.19M | 0.64% | −639−2.7% | Reduced |
| Westpac Banking Corp | 23,155 | $2.19M | 0.14% | +20,385+735.9% | Added |
| Inman Jager Wealth Management, LLC | 23,189 | $2.20M | 1.40% | −982−4.1% | Reduced |
| Trust Co of Vermont | 23,222 | $2.20M | 0.10% | −441−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,387 | $2.22M | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 23,417 | $2.22M | 0.31% | −2,268−8.8% | Reduced |
| Lee Johnson Capital Management, LLC | 23,449 | $2.22M | 0.74% | +23,449 | New |
| Zions Bancorporation, National Association | 23,506 | $2.23M | 0.11% | −19,559−45.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,549 | $2.23M | 0.06% | +6,852+41.0% | Added |
| Change Path, LLC | 23,565 | $2.23M | 0.05% | −1,460−5.8% | Reduced |
| Retirement Planning Group | 23,578 | $2.23M | 0.08% | +18,402+355.5% | Added |
| Alaethes Wealth LLC | 23,638 | $2.24M | 0.64% | +2,686+12.8% | Added |
| Wedbush Securities Inc | 23,769 | $2.25M | 0.07% | +1,379+6.2% | Added |
| D L Carlson Investment Group Inc | 23,850 | $2.26M | 0.38% | +180+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,909 | $2.27M | 0.27% | +3,948+19.8% | Added |
| ZWJ Investment Counsel Inc | 24,000 | $2.27M | 0.08% | −442−1.8% | Reduced |
| Red Door Wealth Management, LLC | 24,116 | $2.29M | 0.24% | +5,377+28.7% | Added |
| Americana Partners, LLC | 24,124 | $2.29M | 0.07% | +646+2.8% | Added |
| Greenleaf Trust | 24,134 | $2.29M | 0.02% | +1,011+4.4% | Added |
| Harbour Trust & Investment Management Co | 24,209 | $2.29M | 0.24% | −2,288−8.6% | Reduced |
| Atlantic Union Bankshares Corp | 24,325 | $2.31M | 0.04% | +545+2.3% | Added |
| Eisler Capital Management Ltd. | 24,634 | $2.32M | 0.05% | +24,141+4,896.8% | Added |
| Hilltop Holdings Inc. | 24,476 | $2.32M | 0.12% | +2,928+13.6% | Added |
| Alberta Investment Management Corp | 24,600 | $2.33M | 0.02% | −37,000−60.1% | Reduced |
| Bessemer Group Inc | 24,723 | $2.34M | 0.00% | +2,195+9.7% | Added |
| Stolper Co | 24,941 | $2.36M | 0.72% | +470+1.9% | Added |
| Ascent Wealth Partners, LLC | 24,948 | $2.36M | 0.27% | −374−1.5% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $2.37M | 0.17% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 25,054 | $2.37M | 0.60% | +25,054 | New |
| SRS Capital Advisors, Inc. | 25,076 | $2.38M | 0.03% | +21,556+612.4% | Added |
| Linden Thomas Advisory Services, LLC | 25,102 | $2.38M | 0.24% | +240+1.0% | Added |
| Harbour Investments, Inc. | 25,106 | $2.38M | 0.05% | −418−1.6% | Reduced |
| Brown Brothers Harriman & Co | 25,211 | $2.39M | 0.01% | +705+2.9% | Added |
| Interval Partners, LP | 25,223 | $2.39M | 0.05% | +9,666+62.1% | Added |
| CX Institutional | 25,270 | $2.40M | 0.07% | +16,893+201.7% | Added |
| PFG Investments, LLC | 25,333 | $2.40M | 0.12% | +68+0.3% | Added |
| Sterling Capital Management LLC | 25,346 | $2.40M | 0.04% | +178+0.7% | Added |
| NorthRock Partners, LLC | 25,423 | $2.41M | 0.04% | +6,356+33.3% | Added |
| IHT Wealth Management, LLC | 25,446 | $2.41M | 0.06% | +52+0.2% | Added |
| Private Trust Co NA | 25,567 | $2.42M | 0.21% | +16+0.1% | Added |
| Advanced Asset Management Advisors Inc | 25,805 | $2.45M | 0.65% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 25,980 | $2.46M | 0.33% | −112−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 26,044 | $2.47M | 0.33% | +101+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,073 | $2.47M | 0.01% | +1,645+6.7% | Added |
| Capital Square, LLC | 26,213 | $2.48M | 1.27% | +627+2.5% | Added |
| Argyle Capital Management Inc. | 26,271 | $2.49M | 0.86% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 26,396 | $2.50M | 0.17% | −628−2.3% | Reduced |
| Nepsis, Inc. | 26,539 | $2.52M | 0.80% | −6,652−20.0% | Reduced |
| Pacitti Group Inc. | 26,591 | $2.52M | 0.98% | +1,459+5.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 26,643 | $2.52M | 0.39% | +1,006+3.9% | Added |
| Caldwell Trust Co | 26,686 | $2.53M | 0.24% | +2,631+10.9% | Added |
| Mather Group, LLC. | 26,792 | $2.54M | 0.03% | +977+3.8% | Added |
| CIBC World Markets Inc. | 26,917 | $2.55M | 0.01% | −98,569−78.5% | Reduced |
| Quadrant Capital Group LLC | 26,945 | $2.55M | 0.08% | +3,933+17.1% | Added |
| GAM Holding AG | 26,950 | $2.55M | 0.16% | −139−0.5% | Reduced |
| Jump Financial, LLC | 27,200 | $2.58M | 0.03% | +20,852+328.5% | Added |
| Vectors Research Management, LLC | 27,332 | $2.59M | 0.82% | +628+2.4% | Added |
| Oak Harbor Wealth Partners, LLC | 27,400 | $2.60M | 0.64% | +578+2.2% | Added |
| Sargent Investment Group, LLC | 27,440 | $2.60M | 0.37% | +15+0.1% | Added |
| Old North State Trust, LLC | 27,569 | $2.61M | 1.59% | +1,813+7.0% | Added |
| Armis Advisers, LLC | 28,089 | $2.62M | 0.24% | −2,439−8.0% | Reduced |
| Danske Bank A/S | 27,763 | $2.63M | 0.01% | +2,900+11.7% | Added |
| Citizens Financial Group Inc | 27,848 | $2.64M | 0.04% | −4,102−12.8% | Reduced |
| Aurora Investment Counsel | 27,867 | $2.64M | 1.38% | −150−0.5% | Reduced |
| GAMMA Investing LLC | 27,946 | $2.65M | 0.15% | +2,467+9.7% | Added |
| Catalytic Wealth RIA, LLC | 27,947 | $2.65M | 0.09% | +14,657+110.3% | Added |
| Tyche Wealth Partners LLC | 28,003 | $2.65M | 0.47% | −118−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 28,344 | $2.69M | 0.12% | +3,454+13.9% | Added |
| Toroso Investments, LLC | 28,365 | $2.69M | 0.01% | +1,594+6.0% | Added |
| Rahlfs Capital, LLC | 28,370 | $2.69M | 2.13% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 28,396 | $2.69M | 0.17% | −873−3.0% | Reduced |
| Chemung Canal Trust Co | 28,442 | $2.70M | 0.54% | −167−0.6% | Reduced |
| Holderness Investments Co | 28,473 | $2.70M | 0.55% | −1,372−4.6% | Reduced |