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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 28,571 | $2.71M | 1.64% | −9,484−24.9% | Reduced |
| Plan Group Financial, LLC | 28,633 | $2.71M | 0.73% | +6,586+29.9% | Added |
| Jacobi Capital Management LLC | 28,741 | $2.72M | 0.17% | +121+0.4% | Added |
| Smartleaf Asset Management LLC | 29,020 | $2.73M | 0.17% | +5,380+22.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 28,793 | $2.73M | 0.77% | +2,930+11.3% | Added |
| Hayek Kallen Investment Management | 28,964 | $2.75M | 0.87% | −885−3.0% | Reduced |
| Hilltop National Bank | 28,987 | $2.75M | 0.68% | +154+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,998 | $2.75M | 0.18% | −791−2.7% | Reduced |
| Broadwater Capital Management LLC | 29,154 | $2.76M | 2.02% | −2,650,813−98.9% | Reduced |
| Tower Research Capital LLC (TRC) | 29,219 | $2.77M | 0.08% | +18,607+175.3% | Added |
| Koshinski Asset Management, Inc. | 29,243 | $2.77M | 0.19% | +7,545+34.8% | Added |
| Allen Capital Group, LLC | 29,324 | $2.78M | 0.27% | −81−0.3% | Reduced |
| Pullen Investment Management, LLC | 29,387 | $2.79M | 1.51% | +166+0.6% | Added |
| Centaurus Financial, Inc. | 29,471 | $2.79M | 0.13% | +192+0.7% | Added |
| Arete Wealth Advisors, LLC | 29,631 | $2.81M | 0.18% | −901−3.0% | Reduced |
| Vise Technologies, Inc. | 29,635 | $2.81M | 0.10% | −5,556−15.8% | Reduced |
| MUFG Securities Americas Inc. | 29,664 | $2.81M | 0.18% | +5,306+21.8% | Added |
| Citizens National Bank Trust Department | 29,671 | $2.81M | 0.50% | +6,267+26.8% | Added |
| Geneos Wealth Management Inc. | 29,812 | $2.83M | 0.07% | −871−2.8% | Reduced |
| Clarkston Capital Partners, LLC | 30,000 | $2.84M | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.84M | 0.09% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 30,048 | $2.85M | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 30,198 | $2.86M | 0.01% | +6,904+29.6% | Added |
| Little House Capital LLC | 30,249 | $2.87M | 0.66% | +3,937+15.0% | Added |
| Summit Trail Advisors, LLC | 30,323 | $2.87M | 0.04% | +5,533+22.3% | Added |
| Great Valley Advisor Group, Inc. | 30,499 | $2.89M | 0.06% | +3,047+11.1% | Added |
| McRae Capital Management Inc | 30,556 | $2.90M | 0.57% | +40.0% | Added |
| Mutual Advisors, LLC | 30,160 | $2.90M | 0.06% | −4,821−13.8% | Reduced |
| Verition Fund Management LLC | 30,636 | $2.90M | 0.02% | −375,613−92.5% | Reduced |
| Courier Capital LLC | 30,637 | $2.90M | 0.17% | −52−0.2% | Reduced |
| Shoker Investment Counsel, Inc. | 30,666 | $2.91M | 0.86% | +87+0.3% | Added |
| apricus wealth, LLC | 30,710 | $2.91M | 1.57% | −1,275−4.0% | Reduced |
| Biltmore Family Office, LLC | 30,743 | $2.91M | 0.41% | +46+0.1% | Added |
| Quadrature Capital Ltd | 31,125 | $2.95M | 0.03% | +4,753+18.0% | Added |
| Intact Investment Management Inc. | 31,200 | $2.96M | 0.09% | −8,200−20.8% | Reduced |
| Moloney Securities Asset Management, LLC | 31,286 | $2.96M | 0.35% | −1,556−4.7% | Reduced |
| West Paces Advisors Inc. | 31,368 | $2.97M | 0.59% | −98−0.3% | Reduced |
| Miller Howard Investments Inc | 31,657 | $3.00M | 0.09% | +1,322+4.4% | Added |
| Leelyn Smith, LLC | 31,667 | $3.00M | 0.45% | +476+1.5% | Added |
| Naviter Wealth, LLC | 31,670 | $3.00M | 0.35% | +853+2.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 31,819 | $3.02M | 1.47% | −231−0.7% | Reduced |
| Verdence Capital Advisors LLC | 31,610 | $3.02M | 0.17% | +9,559+43.3% | Added |
| South State Corp. | 31,831 | $3.02M | 0.14% | −237−0.7% | Reduced |
| HF Advisory Group, LLC | 32,120 | $3.04M | 1.12% | +2,647+9.0% | Added |
| Pettyjohn, Wood & White, Inc | 32,315 | $3.06M | 0.51% | +305+1.0% | Added |
| Ethic Inc. | 32,506 | $3.08M | 0.05% | +1,365+4.4% | Added |
| Perigon Wealth Management, LLC | 32,548 | $3.08M | 0.06% | +6,801+26.4% | Added |
| Ieq Capital, LLC | 32,653 | $3.09M | 0.01% | −4,666−12.5% | Reduced |
| Financial Advisory Service, Inc. | 32,689 | $3.10M | 0.21% | +1,360+4.3% | Added |
| Bleakley Financial Group, LLC | 32,757 | $3.10M | 0.07% | −94−0.3% | Reduced |
| Adalta Capital Management LLC | 32,838 | $3.11M | 1.41% | +44+0.1% | Added |
| Woodmont Investment Counsel LLC | 32,995 | $3.13M | 0.21% | −106−0.3% | Reduced |
| Elo Mutual Pension Insurance Co | 33,002 | $3.13M | 0.05% | +5,904+21.8% | Added |
| First National Trust Co | 33,014 | $3.13M | 0.11% | −227−0.7% | Reduced |
| Johnson Investment Counsel Inc | 33,115 | $3.14M | 0.03% | +626+1.9% | Added |
| Slagle Financial, LLC | 33,147 | $3.14M | 1.15% | +1,105+3.4% | Added |
| Marshall Financial Group LLC | 33,205 | $3.15M | 0.61% | +1,669+5.3% | Added |
| Rockline Wealth Management, LLC | 33,355 | $3.16M | 0.65% | +38+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 33,399 | $3.17M | 0.24% | +2,526+8.2% | Added |
| Great Lakes Advisors, LLC | 33,605 | $3.18M | 0.03% | −9,755−22.5% | Reduced |
| Texas Yale Capital Corp. | 33,743 | $3.20M | 0.10% | +2,730+8.8% | Added |
| KCM Investment Advisors LLC | 33,818 | $3.20M | 0.10% | +342+1.0% | Added |
| Lantz Financial LLC | 34,163 | $3.24M | 0.72% | +437+1.3% | Added |
| Stonebridge Financial Group, LLC | 34,307 | $3.25M | 0.29% | +299+0.9% | Added |
| Bokf, NA | 34,499 | $3.27M | 0.05% | −19−0.1% | Reduced |
| Equitable Trust Co | 34,609 | $3.28M | 0.15% | +82+0.2% | Added |
| Everence Capital Management Inc | 34,801 | $3.30M | 0.20% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34,827 | $3.30M | 0.13% | +784+2.3% | Added |
| Concord Asset Management, LLC | 34,847 | $3.30M | 0.60% | −9,657−21.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 35,061 | $3.32M | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 35,213 | $3.34M | 0.12% | +35,213 | New |
| Birmingham Capital Management Co Inc | 35,300 | $3.35M | 1.54% | −2,925−7.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 35,505 | $3.36M | 0.09% | +2,094+6.3% | Added |
| Sovereign Financial Group, Inc. | 35,526 | $3.37M | 0.63% | −970−2.7% | Reduced |
| Waters Parkerson & Co., LLC | 35,650 | $3.38M | 0.16% | −100−0.3% | Reduced |
| Family Legacy, Inc. | 35,662 | $3.38M | 1.03% | +298+0.8% | Added |
| 111 Capital | 36,169 | $3.43M | 0.65% | +36,169 | New |
| Patrick Mauro Investment Advisor, INC. | 36,309 | $3.44M | 1.81% | −2,150−5.6% | Reduced |
| LongView Wealth Management | 36,387 | $3.45M | 0.93% | −397−1.1% | Reduced |
| Great Lakes Retirement, Inc. | 36,868 | $3.49M | 0.38% | +2,297+6.6% | Added |
| Robbins Farley LLC | 36,967 | $3.50M | 1.46% | +3,748+11.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,997 | $3.51M | 0.13% | −1,501−3.9% | Reduced |
| Callan Family Office, LLC | 37,245 | $3.53M | 0.11% | −2,902−7.2% | Reduced |
| Cary Street Partners Financial LLC | 37,384 | $3.54M | 0.09% | +853+2.3% | Added |
| Concord Wealth Partners | 37,567 | $3.56M | 0.49% | −6,937−15.6% | Reduced |
| HighPoint Advisor Group LLC | 38,086 | $3.61M | 0.17% | +984+2.7% | Added |
| First National Bank of Omaha | 38,116 | $3.61M | 0.23% | −1,973−4.9% | Reduced |
| Empirical Finance, LLC | 38,159 | $3.62M | 0.17% | +384+1.0% | Added |
| We Are One Seven, LLC | 38,504 | $3.65M | 0.08% | +10,898+39.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 38,630 | $3.66M | 0.05% | −544−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 38,714 | $3.67M | 0.05% | −564−1.4% | Reduced |
| Boston Partners | 38,998 | $3.70M | 0.00% | −139−0.4% | Reduced |
| Bank Ozk | 39,106 | $3.71M | 1.31% | +1,747+4.7% | Added |
| Omers Administration Corp | 39,180 | $3.71M | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 39,252 | $3.72M | 1.25% | −41−0.1% | Reduced |
| Essex Financial Services, Inc. | 39,303 | $3.72M | 0.22% | +78+0.2% | Added |
| Kingsview Wealth Management, LLC | 39,392 | $3.73M | 0.06% | −68,834−63.6% | Reduced |
| Ameritas Investment Partners, Inc. | 39,437 | $3.74M | 0.11% | −631−1.6% | Reduced |
| Marietta Investment Partners LLC | 39,502 | $3.74M | 0.72% | +2,456+6.6% | Added |
| Avantax Planning Partners, Inc. | 39,516 | $3.74M | 0.11% | −743−1.8% | Reduced |