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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 39,585 | $3.75M | 0.51% | +1,258+3.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,826 | $3.77M | 0.39% | −130−0.3% | Reduced |
| JPL Wealth Management, LLC | 39,962 | $3.79M | 0.90% | +190.0% | Added |
| Allstate Corp | 40,634 | $3.85M | 0.09% | +40,634 | New |
| Los Angeles Capital Management LLC | 40,846 | $3.87M | 0.01% | −1,034−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 41,110 | $3.90M | 0.04% | −286−0.7% | Reduced |
| Canandaigua National Bank & Trust Co | 41,197 | $3.90M | 0.34% | −349−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 41,322 | $3.92M | 0.13% | +4,817+13.2% | Added |
| Prime Capital Investment Advisors, LLC | 41,750 | $3.96M | 0.05% | +2,415+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 42,036 | $3.98M | 0.02% | +6,210+17.3% | Added |
| Sigma Planning Corp | 42,459 | $4.02M | 0.11% | −5,117−10.8% | Reduced |
| Buckhead Capital Management LLC | 42,616 | $4.04M | 1.47% | +422+1.0% | Added |
| All Terrain Financial Advisors, LLC | 42,662 | $4.04M | 1.30% | −7,467−14.9% | Reduced |
| Mainstay Capital Management LLC | 43,123 | $4.09M | 0.41% | −42,621−49.7% | Reduced |
| Waterloo Capital, L.P. | 43,320 | $4.11M | 0.31% | +1,860+4.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 43,361 | $4.11M | 0.01% | +43,361 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 43,547 | $4.13M | 0.01% | −296−0.7% | Reduced |
| MTM Investment Management, LLC | 43,627 | $4.13M | 1.31% | +30+0.1% | Added |
| Wills Financial Group LLC | 43,760 | $4.15M | 1.70% | +299+0.7% | Added |
| Pathway Financial Advisers, LLC | 43,930 | $4.15M | 1.21% | −3,511−7.4% | Reduced |
| Palisade Asset Management, LLC | 43,828 | $4.15M | 0.39% | +110.0% | Added |
| TrueWealth Advisors, LLC | 43,897 | $4.16M | 1.13% | +551+1.3% | Added |
| Bailard, Inc. | 44,051 | $4.17M | 0.09% | −45−0.1% | Reduced |
| Neo Ivy Capital Management | 44,268 | $4.20M | 1.02% | +44,268 | New |
| Level Four Advisory Services, LLC | 44,279 | $4.20M | 0.14% | −210−0.5% | Reduced |
| BCJ Capital Management, LLC | 44,864 | $4.25M | 0.25% | +8,053+21.9% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.25M | 0.50% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 44,916 | $4.26M | 0.29% | +526+1.2% | Added |
| First Citizens Bank & Trust Co | 44,918 | $4.26M | 0.09% | −4,282−8.7% | Reduced |
| Cushing Asset Management, LP | 45,000 | $4.26M | 0.24% | +12,000+36.4% | Added |
| Park Avenue Securities LLC | 45,187 | $4.28M | 0.03% | +555+1.2% | Added |
| First Bank & Trust | 45,244 | $4.29M | 0.72% | −1,539−3.3% | Reduced |
| Empowered Funds, LLC | 45,335 | $4.30M | 0.04% | +8,344+22.6% | Added |
| Rench Wealth Management, Inc. | 45,404 | $4.30M | 1.26% | +618+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,491 | $4.31M | 0.00% | +380+0.8% | Added |
| GWN Securities Inc. | 45,722 | $4.35M | 1.01% | −46,814−50.6% | Reduced |
| Sciencast Management LP | 45,980 | $4.36M | 0.82% | +45,980 | New |
| Apollon Financial, LLC | 46,196 | $4.38M | 0.73% | +184+0.4% | Added |
| CBOE Vest Financial, LLC | 46,276 | $4.39M | 0.06% | +8,901+23.8% | Added |
| Dark Forest Capital Management LP | 46,439 | $4.40M | 0.17% | +46,439 | New |
| Vinva Investment Management Ltd | 47,066 | $4.42M | 0.09% | +20,726+78.7% | Added |
| Old National Bancorp | 47,060 | $4.46M | 0.08% | −3,383−6.7% | Reduced |
| Laurel Wealth Advisors LLC | 47,340 | $4.49M | 0.63% | −807−1.7% | Reduced |
| Annex Advisory Services, LLC | 47,354 | $4.49M | 0.10% | −1,024−2.1% | Reduced |
| Montag A & Associates Inc | 47,539 | $4.51M | 0.21% | −1,960−4.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 48,393 | $4.59M | 0.22% | +647+1.4% | Added |
| Credit Agricole S A | 48,668 | $4.61M | 0.02% | +48,668 | New |
| Morton Community Bank | 49,130 | $4.62M | 1.07% | +1,803+3.8% | Added |
| Hengehold Capital Management LLC | 48,854 | $4.63M | 0.40% | +812+1.7% | Added |
| Oakworth Capital, Inc. | 49,410 | $4.68M | 0.27% | +16,082+48.3% | Added |
| Norinchukin Bank, The | 49,435 | $4.68M | 0.06% | +964+2.0% | Added |
| New Mexico Educational Retirement Board | 49,687 | $4.71M | 0.15% | −1,500−2.9% | Reduced |
| ISAM Funds (UK) Ltd | 49,867 | $4.73M | 0.97% | +49,867 | New |
| Shorepoint Capital Partners LLC | 49,905 | $4.73M | 0.94% | +49,905 | New |
| Coastal Bridge Advisors, LLC | 50,199 | $4.76M | 0.36% | +1,660+3.4% | Added |
| Kentucky Trust Co | 50,403 | $4.78M | 2.59% | −295−0.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 50,417 | $4.78M | 0.80% | +91+0.2% | Added |
| American Trust Investment Advisors, LLC | 50,699 | $4.80M | 2.48% | −2,525−4.7% | Reduced |
| Lifeworks Advisors, LLC | 50,777 | $4.81M | 0.65% | −36,096−41.6% | Reduced |
| Greatmark Investment Partners, Inc. | 51,193 | $4.85M | 0.58% | −37−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 51,193 | $4.85M | 0.12% | +51,193 | New |
| Tokio Marine Asset Management Co Ltd | 51,465 | $4.88M | 0.17% | +188+0.4% | Added |
| Investment Management Corp of Ontario | 51,609 | $4.89M | 0.07% | −196,313−79.2% | Reduced |
| Cornerstone Capital, Inc. | 52,278 | $4.95M | 0.48% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 52,283 | $4.95M | 0.06% | +52,283 | New |
| Kingswood Wealth Advisors, LLC | 52,556 | $4.98M | 0.30% | +28,960+122.7% | Added |
| Meridian Wealth Management, LLC | 52,599 | $4.98M | 0.19% | −4,665−8.1% | Reduced |
| Brown Advisory Inc | 52,690 | $4.99M | 0.01% | +6,232+13.4% | Added |
| Securian Asset Management, Inc | 53,125 | $5.03M | 0.13% | −4,301−7.5% | Reduced |
| Baugh & Associates, LLC | 57,542 | $5.04M | 2.50% | −1,261−2.1% | Reduced |
| Trajan Wealth LLC | 53,147 | $5.04M | 0.22% | −283−0.5% | Reduced |
| Providence Capital Advisors, LLC | 53,654 | $5.08M | 0.88% | +1,191+2.3% | Added |
| Wesbanco Bank Inc | 53,785 | $5.10M | 0.14% | −227−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 53,987 | $5.12M | 0.33% | +1,302+2.5% | Added |
| Virginia Wealth Management Group, Inc. | 54,304 | $5.15M | 2.96% | −295−0.5% | Reduced |
| GQG Partners LLC | 54,413 | $5.16M | 0.01% | −4,126−7.0% | Reduced |
| Maryland State Retirement & Pension System | 54,738 | $5.19M | 0.11% | +1,181+2.2% | Added |
| Money Concepts Capital Corp | 55,275 | $5.24M | 0.32% | +294+0.5% | Added |
| United Bank | 55,491 | $5.26M | 1.83% | −483−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 55,512 | $5.26M | 0.17% | −823−1.5% | Reduced |
| Signaturefd, LLC | 55,564 | $5.27M | 0.08% | +1,690+3.1% | Added |
| Clearbridge Investments, LLC | 55,645 | $5.27M | 0.00% | −1,200−2.1% | Reduced |
| Clearstead Advisors, LLC | 55,807 | $5.29M | 0.08% | −140−0.3% | Reduced |
| Csenge Advisory Group | 55,966 | $5.30M | 0.25% | +2,590+4.9% | Added |
| Sagespring Wealth Partners, LLC | 57,036 | $5.41M | 0.11% | +952+1.7% | Added |
| Goelzer Investment Management, Inc. | 57,478 | $5.45M | 0.29% | −1,121−1.9% | Reduced |
| Profund Advisors LLC | 57,505 | $5.45M | 0.18% | +2,253+4.1% | Added |
| Umb Bank N A | 57,509 | $5.45M | 0.08% | −5,481−8.7% | Reduced |
| Louisiana State Employees Retirement System | 57,700 | $5.47M | 0.09% | −300−0.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 57,844 | $5.48M | 2.44% | −7,571−11.6% | Reduced |
| Bridge Creek Capital Management LLC | 58,356 | $5.53M | 1.54% | −600−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 59,117 | $5.60M | 0.12% | +61+0.1% | Added |
| Schnieders Capital Management, LLC. | 59,217 | $5.61M | 1.00% | +59,217 | New |
| Prudential PLC | 59,492 | $5.64M | 0.04% | +11,789+24.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 59,847 | $5.67M | 0.02% | −18,785−23.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 60,080 | $5.69M | 1.32% | −965−1.6% | Reduced |
| Agf Management Ltd | 60,511 | $5.73M | 0.03% | +11,273+22.9% | Added |
| Capital Investment Counsel, LLC | 60,671 | $5.75M | 0.85% | −5,405−8.2% | Reduced |
| Trinity Legacy Partners, LLC | 61,309 | $5.77M | 1.33% | +1,335+2.2% | Added |
| Horizon Investments, LLC | 60,847 | $5.77M | 0.08% | +18,678+44.3% | Added |