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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 94,616 | $8.97M | 0.01% | +879+0.9% | Added |
| Lido Advisors, LLC | 95,097 | $9.01M | 0.04% | +11,502+13.8% | Added |
| Associated Banc-Corp | 95,669 | $9.07M | 0.24% | −781−0.8% | Reduced |
| Fiduciary Group LLC | 95,797 | $9.08M | 0.80% | −345−0.4% | Reduced |
| Prospera Financial Services Inc | 95,938 | $9.10M | 0.16% | −1,147−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 97,110 | $9.20M | 0.06% | +7,371+8.2% | Added |
| Advisors Management Group Inc | 97,168 | $9.21M | 1.62% | −1,164−1.2% | Reduced |
| Rothschild Investment LLC | 98,435 | $9.33M | 0.53% | −404−0.4% | Reduced |
| Visionary Wealth Advisors | 99,197 | $9.40M | 0.44% | +702+0.7% | Added |
| Am Investment Strategies LLC | 99,417 | $9.42M | 2.05% | +579+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 101,219 | $9.59M | 0.95% | +1,033+1.0% | Added |
| KBC Group NV | 101,290 | $9.60M | 0.02% | +1,940+2.0% | Added |
| CWM, LLC | 101,371 | $9.61M | 0.03% | +3,088+3.1% | Added |
| TCTC Holdings, LLC | 101,841 | $9.65M | 0.29% | −4,992−4.7% | Reduced |
| AXA Investment Managers S.A. | 101,864 | $9.65M | 0.03% | +101,864 | New |
| Principle Wealth Partners LLC | 102,920 | $9.75M | 0.57% | −1,397−1.3% | Reduced |
| Rockland Trust Co | 103,085 | $9.77M | 0.40% | −13,765−11.8% | Reduced |
| Azimuth Capital Investment Management LLC | 104,086 | $9.86M | 0.35% | −140.0% | Reduced |
| StoneX Group Inc. | 104,991 | $9.95M | 0.43% | +4,839+4.8% | Added |
| Bell Bank | 106,150 | $10.1M | 0.44% | +1,512+1.4% | Added |
| Keel Point, LLC | 106,934 | $10.1M | 0.62% | +1,234+1.2% | Added |
| Fifth Third Bancorp | 108,374 | $10.3M | 0.03% | +95+0.1% | Added |
| Sagefield Capital LP | 109,997 | $10.4M | 1.17% | +8,055+7.9% | Added |
| Dakota Wealth Management | 112,459 | $10.7M | 0.21% | −27,848−19.8% | Reduced |
| Intech Investment Management LLC | 112,681 | $10.7M | 0.10% | −4,904−4.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 113,460 | $10.8M | 0.46% | +7,017+6.6% | Added |
| QRG Capital Management, Inc. | 114,744 | $10.9M | 0.13% | −11,032−8.8% | Reduced |
| IFG Advisory, LLC | 115,684 | $11.0M | 0.50% | +12,643+12.3% | Added |
| Metis Global Partners, LLC | 115,807 | $11.0M | 0.26% | +16,677+16.8% | Added |
| Rafferty Asset Management, LLC | 115,819 | $11.0M | 0.04% | −2,291−1.9% | Reduced |
| Fairvoy Private Wealth, LLC | 116,377 | $11.0M | 2.51% | −1,106−0.9% | Reduced |
| State of Alaska, Department of Revenue | 117,546 | $11.1M | 0.11% | −5,793−4.7% | Reduced |
| Quantbot Technologies LP | 118,646 | $11.2M | 0.31% | +118,646 | New |
| Stephens Inc | 118,792 | $11.3M | 0.14% | +1,603+1.4% | Added |
| Private Advisor Group, LLC | 118,813 | $11.3M | 0.06% | +3,279+2.8% | Added |
| Mutual of America Capital Management LLC | 119,220 | $11.3M | 0.12% | −6,800−5.4% | Reduced |
| RWC Asset Management LLP | 119,530 | $11.3M | 0.55% | −494−0.4% | Reduced |
| Kanawha Capital Management LLC | 119,547 | $11.3M | 0.78% | +567+0.5% | Added |
| Fisher Asset Management, LLC | 119,991 | $11.4M | 0.00% | −2,417−2.0% | Reduced |
| Signature Wealth Management Group | 120,022 | $11.4M | 4.41% | −987−0.8% | Reduced |
| Advisory Services Network, LLC | 124,173 | $11.8M | 0.17% | +582+0.5% | Added |
| Blair William & Co | 124,453 | $11.8M | 0.03% | +21,857+21.3% | Added |
| RFG Advisory, LLC | 124,536 | $11.8M | 0.24% | +3,057+2.5% | Added |
| Keybank National Association | 125,144 | $11.9M | 0.04% | −1,878−1.5% | Reduced |
| Pinnacle Associates Ltd | 125,380 | $11.9M | 0.16% | +3,322+2.7% | Added |
| Oregon Public Employees Retirement Fund | 125,772 | $11.9M | 0.16% | +30,802+32.4% | Added |
| Royal London Asset Management Ltd | 127,398 | $12.1M | 0.03% | −6,199−4.6% | Reduced |
| NEOS Investment Management LLC | 128,633 | $12.2M | 0.09% | +25,235+24.4% | Added |
| Gotham Asset Management, LLC | 129,043 | $12.2M | 0.05% | +86,816+205.6% | Added |
| Jamison Private Wealth Management, Inc. | 129,344 | $12.3M | 1.55% | +2,308+1.8% | Added |
| Kettle Hill Capital Management, LLC | 129,463 | $12.3M | 2.76% | +129,463 | New |
| Cullinan Associates Inc | 129,901 | $12.3M | 0.80% | +4,749+3.8% | Added |
| Verity & Verity, LLC | 132,175 | $12.5M | 1.00% | +1,157+0.9% | Added |
| Pinnacle Financial Partners Inc | 132,384 | $12.5M | 0.30% | +4,474+3.5% | Added |
| King Luther Capital Management Corp | 133,477 | $12.6M | 0.05% | +18,557+16.1% | Added |
| Pathstone Holdings, LLC | 135,002 | $12.8M | 0.05% | +1,464+1.1% | Added |
| Klingenstein Fields & Co LP | 136,289 | $12.9M | 0.49% | +148+0.1% | Added |
| Biondo Investment Advisors, LLC | 138,718 | $13.1M | 1.65% | +219+0.2% | Added |
| Nissay Asset Management Corp | 138,973 | $13.2M | 0.07% | +2,173+1.6% | Added |
| Glenview Trust Co | 140,090 | $13.3M | 0.21% | +24,807+21.5% | Added |
| Public Employees Retirement Association of Colorado | 140,589 | $13.3M | 0.05% | −2,932−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 141,179 | $13.4M | 0.02% | +1,807+1.3% | Added |
| Capital & Planning, LLC | 141,773 | $13.4M | 8.30% | +2,595+1.9% | Added |
| Arkadios Wealth Advisors | 144,509 | $13.7M | 0.34% | +15,043+11.6% | Added |
| Woodline Partners LP | 145,384 | $13.8M | 0.06% | +26,501+22.3% | Added |
| Independent Advisor Alliance | 145,410 | $13.8M | 0.36% | +21,302+17.2% | Added |
| Alerus Financial NA | 145,967 | $13.8M | 0.70% | +10,185+7.5% | Added |
| Vestcor Inc | 146,007 | $13.8M | 0.41% | +3,554+2.5% | Added |
| Bragg Financial Advisors, Inc | 146,462 | $13.9M | 0.46% | −3,750−2.5% | Reduced |
| Aquatic Capital Management LLC | 147,459 | $14.0M | 0.26% | +147,459 | New |
| M&T Bank Corp | 147,761 | $14.0M | 0.05% | −8,794−5.6% | Reduced |
| CCM Investment Advisers LLC | 147,909 | $14.0M | 1.38% | +2,869+2.0% | Added |
| Bank of Nova Scotia | 148,459 | $14.1M | 0.02% | +14,262+10.6% | Added |
| Yousif Capital Management, LLC | 149,254 | $14.1M | 0.15% | −9,934−6.2% | Reduced |
| New York Life Investment Management LLC | 149,490 | $14.2M | 0.12% | −130−0.1% | Reduced |
| Lockheed Martin Investment Management Co | 149,970 | $14.2M | 0.52% | −65,880−30.5% | Reduced |
| Baillie Gifford & Co | 152,730 | $14.5M | 0.01% | +130,758+595.1% | Added |
| Brookstone Capital Management | 152,754 | $14.5M | 0.17% | +27,198+21.7% | Added |
| First Horizon Corp | 153,640 | $14.6M | 0.68% | +153,640 | New |
| Exchange Traded Concepts, LLC | 155,720 | $14.8M | 0.14% | −147,272−48.6% | Reduced |
| CIBC Bancorp USA Inc. | 156,073 | $14.8M | 0.09% | +156,073 | New |
| Nisa Investment Advisors, LLC | 158,043 | $15.0M | 0.06% | +3,630+2.4% | Added |
| British Columbia Investment Management Corp | 158,145 | $15.0M | 0.09% | −14,446−8.4% | Reduced |
| Susquehanna International Group, LLP | 158,490 | $15.0M | 0.02% | −15,595−9.0% | Reduced |
| JustInvest LLC | 158,717 | $15.0M | 0.15% | +5,856+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 159,524 | $15.1M | 0.10% | +15,430+10.7% | Added |
| Shelton Capital Management | 160,021 | $15.2M | 0.32% | −1,597−1.0% | Reduced |
| Waycross Partners, LLC | 162,018 | $15.4M | 1.32% | +3,464+2.2% | Added |
| Xponance, Inc. | 163,026 | $15.4M | 0.12% | −10,791−6.2% | Reduced |
| Commerce Bank | 163,178 | $15.5M | 0.09% | +1,495+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 163,270 | $15.5M | 0.13% | +4,411+2.8% | Added |
| Jones Financial Companies LLLP | 164,588 | $15.6M | 0.01% | +22,264+15.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 166,958 | $15.8M | 0.12% | −538−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 168,204 | $15.9M | 0.05% | +506+0.3% | Added |
| Wealthfront Advisers LLC | 172,092 | $16.3M | 0.04% | +7,003+4.2% | Added |
| Davidson Investment Advisors | 172,167 | $16.3M | 0.69% | −1,246−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 173,754 | $16.5M | 0.89% | +19,204+12.4% | Added |
| Daiwa Securities Group Inc. | 174,339 | $16.5M | 0.06% | +7,679+4.6% | Added |
| USS Investment Management Ltd | 175,403 | $16.6M | 0.08% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | – | $16.7M | 0.85% | – | New |