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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 256 | $24.3K | 0.00% | −1−0.4% | Reduced |
| Key Financial Inc | 256 | $24.3K | 0.00% | −13−4.8% | Reduced |
| Aspect Partners, LLC | 259 | $24.5K | 0.01% | +4+1.6% | Added |
| Cloud Capital Management, LLC | 274 | $25.0K | 0.01% | +274 | New |
| Park Square Financial Group, LLC | 271 | $25.7K | 0.11% | −7,715−96.6% | Reduced |
| Tidemark, LLC | 272 | $25.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 276 | $26.2K | 0.00% | −23−7.7% | Reduced |
| Avion Wealth | 287 | $27.0K | 0.01% | −2−0.7% | Reduced |
| CGC Financial Services, LLC | 293 | $27.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $28.4K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 301 | $28.5K | 0.02% | −9−2.9% | Reduced |
| Cheviot Value Management, LLC | 305 | $28.6K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 311 | $29.4K | 0.01% | +311 | New |
| Morton Brown Family Wealth, LLC | 314 | $29.8K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 319 | $30.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 321 | $30.4K | 0.02% | +3+0.9% | Added |
| Advantage Trust Co | 321 | $30.4K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 322 | $30.5K | 0.01% | −5−1.5% | Reduced |
| Activest Wealth Management | 324 | $30.7K | 0.01% | +16+5.2% | Added |
| Fourth Dimension Wealth, LLC | 328 | $31.1K | 0.01% | −215−39.6% | Reduced |
| Evermay Wealth Management LLC | 340 | $32.2K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $32.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 345 | $32.7K | 0.01% | +2+0.6% | Added |
| McIlrath & Eck, LLC | 350 | $33.2K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $33.2K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 355 | $33.6K | 0.00% | +355 | New |
| Financial Connections Group, Inc. | 360 | $34.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 361 | $34.2K | 0.00% | +197+120.1% | Added |
| Aster Capital Management (DIFC) Ltd | 373 | $35.3K | 0.02% | +373 | New |
| Accredited Wealth Management, LLC | 203 | $37.0K | 0.03% | −187−47.9% | Reduced |
| Strive Asset Management, LLC | 392 | $37.1K | 0.02% | +392 | New |
| First Community Trust NA | 400 | $37.9K | 0.03% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 409 | $38.8K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 415 | $39.3K | 0.00% | +7+1.7% | Added |
| TFC Financial Management | 418 | $39.6K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 419 | $39.7K | 0.02% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 425 | $40.0K | 0.01% | +71+20.1% | Added |
| MB, Levis & Associates, LLC | 424 | $40.1K | 0.02% | +1+0.2% | Added |
| Anfield Capital Management, LLC | 439 | $41.6K | 0.01% | +9+2.1% | Added |
| Access Investment Management LLC | 441 | $41.8K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 448 | $42.5K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $42.6K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 452 | $42.8K | 0.00% | +451+45,100.0% | Added |
| Beaird Harris Wealth Management, LLC | 463 | $43.9K | 0.00% | +10+2.2% | Added |
| Strategic Investment Solutions, Inc. | 465 | $44.0K | 0.01% | −5−1.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 485 | $46.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 487 | $46.2K | 0.00% | +137+39.1% | Added |
| Binnacle Investments Inc | 490 | $46.4K | 0.03% | +48+10.9% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $47.4K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $47.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 504 | $47.8K | 0.03% | +4+0.8% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $48.1K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 518 | $49.1K | 0.02% | +49+10.4% | Added |
| Investment Research & Advisory Group, Inc. | 504 | $49.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 526 | $49.8K | 0.04% | 00.0% | Unchanged |
| Financial Consulate, Inc | 543 | $51.5K | 0.01% | +543 | New |
| TruNorth Capital Management, LLC | 545 | $51.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 545 | $51.6K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 551 | $52.2K | 0.01% | −107−16.3% | Reduced |
| Tompkins Financial Corp | 555 | $52.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 557 | $52.8K | 0.00% | +38+7.3% | Added |
| Capital Analysts, LLC | 557 | $53.0K | 0.00% | +1+0.2% | Added |
| Greykasell Wealth Strategies, Inc. | 566 | $53.6K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 569 | $53.9K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 580 | $55.0K | 0.02% | +435+300.0% | Added |
| SOA Wealth Advisors, LLC. | 584 | $55.4K | 0.01% | −1−0.2% | Reduced |
| Curat Global, LLC | 574 | $55.5K | 0.05% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $56.9K | 0.05% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 617 | $58.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 622 | $58.9K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 632 | $59.8K | 0.00% | +607+2,428.0% | Added |
| Birchbrook, Inc. | 632 | $59.9K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $60.7K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $62.8K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 663 | $62.8K | 0.02% | +23+3.6% | Added |
| Western Pacific Wealth Management, LP | 665 | $63.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 670 | $63.0K | 0.03% | −95−12.4% | Reduced |
| North Capital, Inc. | 691 | $65.5K | 0.05% | +1+0.1% | Added |
| Wealth Watch Advisors, INC | 704 | $66.7K | 0.03% | +704 | New |
| Canton Hathaway, LLC | 705 | $67.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 739 | $70.0K | 0.02% | −81−9.9% | Reduced |
| Boyd Watterson Asset Management LLC | 746 | $70.7K | 0.02% | −5−0.7% | Reduced |
| Dunhill Financial, LLC | 755 | $71.6K | 0.02% | +305+67.8% | Added |
| Hazlett, Burt & Watson, Inc. | 767 | $73.0K | 0.03% | +74+10.7% | Added |
| Webster Bank, N. A. | 776 | $73.5K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 800 | $75.8K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 844 | $76.5K | 0.02% | +6+0.7% | Added |
| Guerra Advisors Inc | 820 | $77.7K | 0.03% | +820 | New |
| Global Wealth Strategies & Associates | 821 | $77.8K | 0.02% | +821 | New |
| Chapman Financial Group, LLC | 840 | $79.6K | 0.06% | +840 | New |
| Plato Investment Management Ltd | 876 | $82.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 881 | $83.5K | 0.08% | +7+0.8% | Added |
| JFS Wealth Advisors, LLC | 888 | $84.1K | 0.00% | +260+41.4% | Added |
| Richardson Financial Services Inc. | 905 | $85.8K | 0.05% | +313+52.9% | Added |
| LRI Investments, LLC | 935 | $88.6K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 950 | $90.0K | 0.06% | 00.0% | Unchanged |
| Kennebec Savings Bank | 958 | $90.8K | 0.08% | +28+3.0% | Added |
| Caldwell Sutter Capital, Inc. | 969 | $91.8K | 0.04% | −100−9.4% | Reduced |
| IAG Wealth Partners, LLC | 974 | $92.3K | 0.01% | −100−9.3% | Reduced |
| American Capital Advisory, LLC | 978 | $92.7K | 0.04% | +4+0.4% | Added |