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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 980 | $92.9K | 0.01% | +980 | New |
| DAGCO, Inc. | 1,000 | $94.8K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,012 | $95.0K | 0.01% | +65+6.9% | Added |
| GW&K Investment Management, LLC | 1,015 | $96.0K | 0.00% | +44+4.5% | Added |
| S&T Bank | 1,013 | $96.0K | 0.03% | +328+47.9% | Added |
| Redwood Park Advisors LLC | 1,037 | $98.2K | 0.07% | +9+0.9% | Added |
| Bellevue Asset Management, LLC | 1,067 | $101.2K | 0.05% | +4+0.4% | Added |
| Vision Financial Markets LLC | 1,068 | $101.2K | 0.09% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,141 | $103.6K | 0.02% | −10−0.9% | Reduced |
| Stone House Investment Management, LLC | 1,103 | $104.5K | 0.02% | +6+0.5% | Added |
| Bruce G. Allen Investments, LLC | 1,113 | $105.5K | 0.08% | −3−0.3% | Reduced |
| Heartwood Wealth Advisors LLC | 1,113 | $105.5K | 0.01% | +1,113 | New |
| Ostrum Asset Management | 1,114 | $105.6K | 0.00% | −36−3.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,143 | $108.0K | 0.00% | +1,143 | New |
| Roble, Belko & Company, Inc | 1,154 | $109.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,161 | $110.1K | 0.04% | +247+27.0% | Added |
| Proffitt & Goodson Inc | 1,163 | $110.2K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,178 | $111.6K | 0.01% | +1,178 | New |
| Vermillion & White Wealth Management Group, LLC | 1,181 | $111.9K | 0.06% | +52+4.6% | Added |
| Cutler Capital Management, LLC | 1,184 | $112.2K | 0.04% | +1,184 | New |
| Horizon Financial Services, LLC | 1,188 | $112.6K | 0.05% | +1,063+850.4% | Added |
| Whittier Trust Co | 1,191 | $112.6K | 0.00% | −312−20.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $113.7K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,221 | $115.7K | 0.02% | +1,221 | New |
| UMA Financial Services, Inc. | 1,242 | $117.7K | 0.02% | +916+281.0% | Added |
| Quest 10 Wealth Builders, Inc. | 1,252 | $118.7K | 0.11% | +123+10.9% | Added |
| JNBA Financial Advisors | 1,262 | $119.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $120.4K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $120.6K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,310 | $124.1K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,332 | $126.2K | 0.01% | +5+0.4% | Added |
| Creative Financial Designs Inc | 1,343 | $127.2K | 0.01% | −545−28.9% | Reduced |
| LMR Partners LLP | 1,356 | $128.5K | 0.00% | +1,352+33,800.0% | Added |
| Millstone Evans Group, LLC | 1,357 | $128.6K | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,359 | $128.8K | 0.01% | +605+80.2% | Added |
| Toth Financial Advisory Corp | 1,385 | $131.3K | 0.01% | +4+0.3% | Added |
| Sawyer & Company, Inc | 1,449 | $133.0K | 0.05% | +707+95.3% | Added |
| Harbor Investment Advisory, LLC | 1,427 | $135.2K | 0.01% | −265−15.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $137.4K | 0.07% | −40−2.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,450 | $137.4K | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,488 | $140.1K | 0.00% | +262+21.4% | Added |
| Barrett & Company, Inc. | 1,486 | $140.8K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,497 | $141.9K | 0.01% | −4−0.3% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $142.2K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,536 | $145.6K | 0.01% | −10,765−87.5% | Reduced |
| Community Bank, N.A. | 1,550 | $146.9K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,558 | $147.7K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,592 | $150.9K | 0.05% | −283−15.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,601 | $152.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,612 | $152.0K | 0.02% | +48+3.1% | Added |
| REAP Financial Group, LLC | 1,607 | $152.3K | 0.03% | −136−7.8% | Reduced |
| Leonteq Securities AG | 1,647 | $156.1K | 0.01% | +848+106.1% | Added |
| MV Capital Management, Inc. | 1,653 | $156.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,675 | $158.7K | 0.04% | −183−9.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,703 | $161.4K | 0.06% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,672 | $163.3K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,727 | $163.7K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,733 | $164.2K | 0.07% | +25+1.5% | Added |
| Catalyst Capital Advisors LLC | 1,738 | $164.7K | 0.00% | +378+27.8% | Added |
| Caitong International Asset Management Co., Ltd | 1,762 | $167.0K | 0.12% | +1,762 | New |
| Proathlete Wealth Management LLC | 1,783 | $169.1K | 0.05% | +10+0.6% | Added |
| Capital Advisors, Ltd. LLC | 1,850 | $175.0K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,866 | $176.8K | 0.08% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 1,879 | $179.7K | 0.21% | +1,879 | New |
| Clear Street Markets LLC | 1,896 | $179.7K | 0.06% | +1,156+156.2% | Added |
| Clear Investment Research, LLC | 1,918 | $181.8K | 0.24% | +1+0.1% | Added |
| Bogart Wealth, LLC | 1,939 | $183.8K | 0.01% | +21+1.1% | Added |
| Osterweis Capital Management Inc | 1,981 | $187.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,996 | $189.2K | 0.04% | −65−3.2% | Reduced |
| South Plains Financial, Inc. | 2,005 | $190.0K | 0.12% | −300−13.0% | Reduced |
| Tower Trust & Investment Co | 2,006 | $190.1K | 0.13% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,054 | $194.7K | 0.05% | +2,054 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,063 | $195.6K | 0.07% | +15+0.7% | Added |
| Hager Investment Management Services, LLC | 2,089 | $198.0K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,095 | $198.5K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,129 | $201.8K | 0.03% | −71−3.2% | Reduced |
| Verus Capital Partners, LLC | 2,131 | $202.0K | 0.02% | +2,131 | New |
| Tandem Capital Management Corp | 2,135 | $202.3K | 0.09% | +2,135 | New |
| Warren Street Wealth Advisors, LLC | 2,138 | $202.6K | 0.06% | +2,138 | New |
| Newbridge Financial Services Group, Inc. | 2,140 | $202.8K | 0.03% | +11+0.5% | Added |
| Stephens Consulting, LLC | 2,147 | $203.5K | 0.07% | −551−20.4% | Reduced |
| Highland Capital Management, LLC | 2,150 | $203.8K | 0.01% | +2,150 | New |
| Peoples Bank | 2,150 | $203.8K | 0.20% | −650−23.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $204.2K | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,160 | $204.7K | 0.04% | +2,160 | New |
| Ridgecrest Wealth Partners, LLC | 2,165 | $205.2K | 0.09% | +2,165 | New |
| Motiv8 Investments LLC | 2,170 | $205.6K | 0.11% | +2,170 | New |
| Holland Advisory Services, Inc. | 2,171 | $205.8K | 0.28% | +2,171 | New |
| Clarity Financial LLC | 2,173 | $205.9K | 0.02% | +2,173 | New |
| Endeavor Private Wealth, Inc. | 2,174 | $206.0K | 0.06% | +2,174 | New |
| Phillips Wealth Planners LLC | 2,160 | $206.3K | 0.17% | +2,160 | New |
| Gradient Capital Advisors, LLC | 2,180 | $206.6K | 0.06% | +2,180 | New |
| Enterprise Financial Services Corp | 2,185 | $207.1K | 0.11% | +2,185 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,196 | $208.1K | 0.05% | +17+0.8% | Added |
| Taylor Hoffman Capital Management LLC | 2,200 | $208.5K | 0.07% | −70−3.1% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $208.5K | 0.12% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $208.5K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,200 | $208.5K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,201 | $208.6K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,203 | $208.8K | 0.12% | −4,606−67.6% | Reduced |