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 |
|---|---|---|---|---|---|
| Glenmede Investment Management, LP | 60,991 | $5.78M | 0.03% | +6,188+11.3% | Added |
| Griffith & Werner, Inc. | 63,884 | $5.80M | 3.00% | +63,884 | New |
| Farther Finance Advisors, LLC | 61,824 | $5.86M | 0.09% | +17,965+41.0% | Added |
| Shilanski & Associates, Inc. | 61,841 | $5.86M | 1.56% | +634+1.0% | Added |
| Voleon Capital Management LP | 62,450 | $5.92M | 0.14% | +1,012+1.6% | Added |
| Advisors Asset Management, Inc. | 62,764 | $5.95M | 0.10% | +4,050+6.9% | Added |
| Edmond de Rothschild Holding S.A. | 62,871 | $5.96M | 0.09% | +62,871 | New |
| Schaper Benz & Wise Investment Counsel Inc | 63,001 | $5.97M | 0.44% | −195−0.3% | Reduced |
| Moors & Cabot, Inc. | 63,005 | $5.97M | 0.26% | −1,003−1.6% | Reduced |
| RSM US Wealth Management LLC | 64,305 | $6.09M | 0.08% | +14,818+29.9% | Added |
| Hartford Investment Management Co | 64,464 | $6.11M | 0.18% | −1,888−2.8% | Reduced |
| Woodstock Corp | 64,470 | $6.11M | 0.53% | +745+1.2% | Added |
| South Dakota Investment Council | 64,940 | $6.15M | 0.12% | −5,300−7.5% | Reduced |
| XTX Topco Ltd | 65,214 | $6.18M | 0.32% | +65,214 | New |
| Thrivent Financial for Lutherans | 65,429 | $6.20M | 0.01% | −28,209−30.1% | Reduced |
| Oppenheimer & Co Inc | 66,214 | $6.28M | 0.08% | −1,766−2.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,601 | $6.31M | 1.30% | +909+1.4% | Added |
| Farmers Trust Co | 66,752 | $6.33M | 1.09% | +192+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 67,745 | $6.36M | 1.02% | −441−0.6% | Reduced |
| Core Alternative Capital | 67,848 | $6.43M | 1.87% | −9,379−12.1% | Reduced |
| Marietta Wealth Management, LLC | 68,916 | $6.53M | 0.80% | +3,345+5.1% | Added |
| AE Wealth Management LLC | 69,095 | $6.55M | 0.04% | +25,109+57.1% | Added |
| Vident Advisory, LLC | 69,141 | $6.55M | 0.06% | −6,304−8.4% | Reduced |
| Kentucky Retirement Systems | 69,183 | $6.56M | 0.18% | −1,006−1.4% | Reduced |
| Carson Advisory Inc. | 69,819 | $6.62M | 3.57% | +786+1.1% | Added |
| Resolution Capital Ltd | 69,909 | $6.63M | 0.13% | +7,922+12.8% | Added |
| Telos Capital Management, Inc. | 70,341 | $6.67M | 0.64% | +820+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 70,671 | $6.70M | 1.15% | −883−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 71,506 | $6.78M | 0.06% | +27,920+64.1% | Added |
| Schonfeld Strategic Advisors LLC | 71,523 | $6.78M | 0.05% | +71,523 | New |
| Old Point Trust & Financial Services N A | 72,408 | $6.86M | 2.22% | −1,175−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 72,432 | $6.87M | 0.04% | −3,533−4.7% | Reduced |
| MainStreet Investment Advisors LLC | 72,630 | $6.88M | 0.93% | −1,973−2.6% | Reduced |
| Argent Trust Co | 72,676 | $6.89M | 0.24% | +29,637+68.9% | Added |
| Carret Asset Management, LLC | 72,753 | $6.89M | 0.67% | +207+0.3% | Added |
| BFSG, LLC | 72,782 | $6.90M | 0.67% | +553+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 72,861 | $6.91M | 0.17% | −360.0% | Reduced |
| Rakuten Investment Management, Inc. | 77,003 | $6.91M | 0.03% | +77,003 | New |
| Simmons Bank | 73,062 | $6.92M | 0.46% | +2,430+3.4% | Added |
| Nordea Investment Management AB | 73,764 | $6.95M | 0.01% | +8,415+12.9% | Added |
| Longbow Finance SA | 73,524 | $6.97M | 0.69% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 74,291 | $7.04M | 0.06% | −14,358−16.2% | Reduced |
| Morningstar Investment Management LLC | 74,502 | $7.06M | 0.26% | +74,502 | New |
| Stratos Wealth Partners, LTD. | 74,589 | $7.07M | 0.08% | +18,181+32.2% | Added |
| Naples Global Advisors, LLC | 74,639 | $7.07M | 0.55% | −453−0.6% | Reduced |
| Coston, McIsaac & Partners | 74,739 | $7.08M | 1.69% | −345−0.5% | Reduced |
| GLOBALT Investments LLC | 75,058 | $7.11M | 0.26% | −1,059−1.4% | Reduced |
| Anchor Investment Management, LLC | 75,299 | $7.14M | 0.59% | −385−0.5% | Reduced |
| City Holding Co | 75,719 | $7.18M | 0.90% | +2,245+3.1% | Added |
| Advisors Preferred, LLC | 75,914 | $7.20M | 1.06% | +25,897+51.8% | Added |
| Edgemoor Investment Advisors, Inc. | 76,046 | $7.21M | 0.56% | −1,170−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 76,853 | $7.28M | 0.07% | +6,643+9.5% | Added |
| Massmutual Trust Co FSB | 76,873 | $7.29M | 0.19% | −1,857−2.4% | Reduced |
| Coldstream Capital Management Inc | 76,878 | $7.29M | 0.10% | +1,369+1.8% | Added |
| Kestra Private Wealth Services, LLC | 77,589 | $7.35M | 0.10% | +142+0.2% | Added |
| Aull & Monroe Investment Management Corp | 77,704 | $7.36M | 3.76% | +466+0.6% | Added |
| Mizuho Securities USA LLC | 80,120 | $7.40M | 0.15% | +4,163+5.5% | Added |
| Equitable Holdings, Inc. | 78,155 | $7.41M | 0.05% | +2,574+3.4% | Added |
| Freestone Capital Holdings, LLC | 78,347 | $7.42M | 0.23% | +8,996+13.0% | Added |
| United Capital Financial Advisers, LLC | 78,516 | $7.44M | 0.05% | −4,226−5.1% | Reduced |
| Trustmark National Bank Trust Department | 78,555 | $7.44M | 0.48% | −462−0.6% | Reduced |
| Parkside Investments, LLC | 79,821 | $7.56M | 0.95% | −2,320−2.8% | Reduced |
| Hantz Financial Services, Inc. | 79,938 | $7.58M | 0.11% | −7,980−9.1% | Reduced |
| Sky Investment Group LLC | 80,364 | $7.62M | 1.28% | −100.0% | Reduced |
| Man Group plc | 80,803 | $7.66M | 0.01% | −65,495−44.8% | Reduced |
| Central Trust Co | 81,238 | $7.70M | 0.16% | −633−0.8% | Reduced |
| First PREMIER Bank | 81,893 | $7.76M | 1.76% | −1,190−1.4% | Reduced |
| D.A. Davidson & Co. | 82,508 | $7.82M | 0.05% | +3,433+4.3% | Added |
| Albion Financial Group | 82,656 | $7.83M | 0.47% | +546+0.7% | Added |
| Davenport & Co LLC | 82,691 | $7.84M | 0.04% | −5,349−6.1% | Reduced |
| Guggenheim Capital LLC | 83,071 | $7.87M | 0.06% | −412−0.5% | Reduced |
| Cullen Investment Group, Ltd. | 84,166 | $7.96M | 1.05% | +4,774+6.0% | Added |
| Allianz Asset Management GmbH | 84,920 | $8.05M | 0.01% | −4,075−4.6% | Reduced |
| Thomasville National Bank | 85,119 | $8.07M | 0.51% | +627+0.7% | Added |
| Summit Financial, LLC | 85,590 | $8.11M | 0.12% | −899−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,856 | $8.14M | 0.06% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 86,093 | $8.16M | 4.00% | −452−0.5% | Reduced |
| Apollon Wealth Management, LLC | 86,149 | $8.16M | 0.15% | +1,065+1.3% | Added |
| Spirepoint Private Client, LLC | 86,171 | $8.17M | 0.86% | +3,327+4.0% | Added |
| Concurrent Investment Advisors, LLC | 86,350 | $8.18M | 0.14% | +4,510+5.5% | Added |
| Edgestream Partners, L.P. | 86,425 | $8.19M | 0.24% | +86,425 | New |
| UniSuper Management Pty Ltd | 87,208 | $8.26M | 0.05% | +13,193+17.8% | Added |
| Foster Victor Wealth Advisors, LLC | 87,526 | $8.27M | 0.51% | +3,975+4.8% | Added |
| Kovitz Investment Group Partners, LLC | 87,473 | $8.29M | 0.03% | −10,747−10.9% | Reduced |
| Advocate Group LLC | 87,831 | $8.32M | 1.37% | −1,542−1.7% | Reduced |
| Brevan Howard Capital Management LP | 87,982 | $8.34M | 0.12% | +62,972+251.8% | Added |
| Atria Investments LLC | 88,632 | $8.40M | 0.10% | −10,994−11.0% | Reduced |
| Hudson Bay Capital Management LP | 89,259 | $8.46M | 0.05% | −127,518−58.8% | Reduced |
| Merit Financial Group, LLC | 89,328 | $8.47M | 0.08% | +5,026+6.0% | Added |
| Capital Fund Management S.A. | 89,454 | $8.48M | 0.08% | −10,435−10.4% | Reduced |
| Ronald Blue Trust, Inc. | 89,534 | $8.49M | 0.10% | −3,002−3.2% | Reduced |
| Janus Henderson Group PLC | 90,438 | $8.57M | 0.00% | +6,232+7.4% | Added |
| Kempen Capital Management N.V. | 90,567 | $8.58M | 0.08% | −1,180−1.3% | Reduced |
| Windle Wealth, LLC | 91,258 | $8.65M | 3.87% | +1,327+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 91,383 | $8.66M | 0.60% | −3,446−3.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.72M | 0.14% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 92,768 | $8.79M | 0.02% | −12,270−11.7% | Reduced |
| J.W. Cole Advisors, Inc. | 93,307 | $8.84M | 0.17% | +2,883+3.2% | Added |
| Cornerstone Wealth Group, LLC | 94,366 | $8.94M | 0.60% | +2,953+3.2% | Added |
| Dynamic Advisor Solutions LLC | 94,545 | $8.96M | 0.26% | +2,132+2.3% | Added |