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 |
|---|---|---|---|---|---|
| TCP Asset Management, LLC | 2,204 | $208.9K | 0.04% | +2,204 | New |
| Sterling Wealth Management, Inc. | 2,206 | $209.1K | 0.06% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,208 | $209.3K | 0.11% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 2,210 | $209.4K | 0.04% | +29+1.3% | Added |
| Mason & Associates Inc | 2,211 | $209.5K | 0.04% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,215 | $209.9K | 0.08% | −233−9.5% | Reduced |
| Harvest Investment Services, LLC | 2,217 | $210.1K | 0.04% | +2,217 | New |
| Quest Investment Management LLC | 2,220 | $210.4K | 0.02% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 2,222 | $210.6K | 0.11% | −49−2.2% | Reduced |
| MBA Advisors LLC | 2,222 | $210.6K | 0.09% | +9+0.4% | Added |
| Colton Groome Financial Advisors, LLC | 2,222 | $210.6K | 0.06% | +2,222 | New |
| Titleist Asset Management, LLC | 2,224 | $210.7K | 0.02% | +10+0.5% | Added |
| Fiduciary Wealth Partners, LLC | 2,232 | $211.5K | 0.09% | +2,152+2,690.0% | Added |
| Garde Capital, Inc. | 2,236 | $211.9K | 0.01% | −1,938−46.4% | Reduced |
| Angeles Wealth Management, LLC | 2,246 | $212.9K | 0.01% | +2,246 | New |
| Emprise Bank | 2,248 | $213.0K | 0.09% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,249 | $213.1K | 0.05% | −130−5.5% | Reduced |
| BXM Wealth LLC | 2,250 | $213.2K | 0.20% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,254 | $213.6K | 0.01% | −363−13.9% | Reduced |
| Private Management Group Inc | 2,258 | $214.0K | 0.01% | +10+0.4% | Added |
| Stonebridge Financial Planning Group, LLC | 2,260 | $214.2K | 0.08% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,263 | $214.5K | 0.04% | +2,263 | New |
| Greenfield Seitz Capital Management, LLC | 2,270 | $215.1K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,273 | $215.4K | 0.03% | +20+0.9% | Added |
| Presper Financial Architects, LLC | 2,277 | $215.8K | 0.13% | +100+4.6% | Added |
| Crowley Wealth Management, Inc. | 2,280 | $216.1K | 0.17% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,284 | $216.5K | 0.09% | +10+0.4% | Added |
| FDx Advisors, Inc. | 2,310 | $217.0K | 0.07% | −151−6.1% | Reduced |
| Prelude Capital Management, LLC | 2,291 | $217.1K | 0.02% | +2,291 | New |
| Patrick M Sweeney & Associates, Inc | 2,293 | $217.3K | 0.14% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,293 | $217.3K | 0.08% | −869−27.5% | Reduced |
| Copia Wealth Management | 2,295 | $217.5K | 0.16% | +100+4.6% | Added |
| Alamar Capital Management, LLC | 2,298 | $217.8K | 0.12% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,299 | $217.9K | 0.03% | +2,299 | New |
| Tudor Financial Inc. | 2,300 | $217.9K | 0.12% | +10.0% | Added |
| AllGen Financial Advisors, Inc. | 2,300 | $218.0K | 0.05% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 2,307 | $218.6K | 0.11% | −177−7.1% | Reduced |
| Parthenon LLC | 2,307 | $218.6K | 0.02% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 2,308 | $218.7K | 0.10% | +2,308 | New |
| Noesis Capital Mangement Corp | 2,311 | $219.0K | 0.03% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,325 | $219.5K | 0.09% | +2,325 | New |
| R.H. Investment Group, LLC | 2,317 | $219.6K | 0.19% | −150−6.1% | Reduced |
| San Luis Wealth Advisors LLC | 2,319 | $219.8K | 0.04% | +2,319 | New |
| Tanglewood Wealth Management, Inc. | 2,321 | $220.0K | 0.02% | +2,321 | New |
| Sonata Capital Group Inc | 2,325 | $220.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,326 | $220.4K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,326 | $220.4K | 0.02% | +2,326 | New |
| Heartland Bank & Trust Co | 2,340 | $221.8K | 0.09% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,353 | $222.5K | 0.01% | +2,353 | New |
| Wealth Architects, LLC | 2,348 | $222.5K | 0.02% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 2,350 | $222.7K | 0.22% | −100−4.1% | Reduced |
| AGH Wealth Advisors, LLC | 2,351 | $222.8K | 0.16% | +5+0.2% | Added |
| Axecap Investments, LLC | 2,358 | $223.5K | 0.14% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,358 | $223.5K | 0.12% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 2,363 | $223.9K | 0.07% | −25−1.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,365 | $224.2K | 0.22% | −21,680−90.2% | Reduced |
| Accel Wealth Management | 2,369 | $224.5K | 0.07% | +22+0.9% | Added |
| Bank of Stockton | 2,370 | $224.6K | 0.06% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,374 | $225.0K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,387 | $225.0K | 0.00% | −3,141−56.8% | Reduced |
| Abacus Planning Group, Inc. | 2,378 | $225.4K | 0.03% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,382 | $225.7K | 0.12% | +2,382 | New |
| Partners in Financial Planning | 2,386 | $226.1K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,389 | $226.4K | 0.10% | +8+0.3% | Added |
| Essex Investment Management Co LLC | 2,391 | $226.6K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,393 | $226.8K | 0.01% | +2,393 | New |
| Hilton Capital Management, LLC | 2,400 | $227.4K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2,400 | $227.5K | 0.10% | +2,400 | New |
| Forbes Financial Planning, Inc. | 2,404 | $227.8K | 0.15% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,407 | $228.1K | 0.13% | −3,303−57.8% | Reduced |
| Opinicus Capital, Inc. | 2,410 | $228.4K | 0.16% | −92−3.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 2,413 | $228.7K | 0.04% | +8+0.3% | Added |
| Northeast Investment Management | 2,414 | $228.7K | 0.01% | +167+7.4% | Added |
| Smithfield Trust Co | 2,415 | $229.0K | 0.01% | +100+4.3% | Added |
| Drucker Wealth 3.0, LLC | 2,419 | $229.3K | 0.04% | +2,419 | New |
| Live Oak Investment Partners | 2,422 | $229.5K | 0.15% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,424 | $229.7K | 0.18% | −185−7.1% | Reduced |
| Tevis Investment Management | 2,425 | $229.8K | 0.14% | +12+0.5% | Added |
| Patton Fund Management, Inc. | 2,435 | $230.8K | 0.04% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,449 | $231.0K | 0.09% | −2,801−53.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,440 | $231.2K | 0.04% | −50−2.0% | Reduced |
| waypoint wealth counsel | 2,442 | $231.5K | 0.09% | −279−10.3% | Reduced |
| Founders Financial Alliance, LLC | 2,447 | $231.9K | 0.04% | +2,447 | New |
| Stonebrook Private Inc. | 2,449 | $232.1K | 0.05% | +199+8.8% | Added |
| Fiduciary Planning LLC | 2,453 | $232.5K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,456 | $232.8K | 0.01% | +42+1.7% | Added |
| Athena Investment Management | 2,458 | $232.9K | 0.12% | −500−16.9% | Reduced |
| Alpine Bank Wealth Management | 2,460 | $233.1K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,466 | $233.7K | 0.15% | −158−6.0% | Reduced |
| Walleye Capital LLC | 2,466 | $233.7K | 0.00% | +2,466 | New |
| Indiana Trust & Investment Management CO | 2,475 | $234.6K | 0.07% | −50−2.0% | Reduced |
| Forbes J M & Co LLP | 2,488 | $235.8K | 0.02% | +16+0.6% | Added |
| Founders Financial Securities LLC | 2,489 | $235.8K | 0.02% | +222+9.8% | Added |
| Santori & Peters | 2,493 | $236.2K | 0.08% | +19+0.8% | Added |
| VSM Wealth Advisory, LLC | 2,493 | $236.3K | 0.07% | −109−4.2% | Reduced |
| Floyd Financial Group LLC | 2,411 | $236.4K | 0.18% | −156−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,495 | $236.5K | 0.01% | +2,495 | New |
| Fayez Sarofim & Co | 2,500 | $236.9K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $236.9K | 0.14% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $236.9K | 0.17% | 00.0% | Unchanged |