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 |
|---|---|---|---|---|---|
| BankPlus Wealth Management LLC | 2,503 | $237.2K | 0.14% | −42−1.7% | Reduced |
| Colonial River Wealth Management, LLC | 2,504 | $237.3K | 0.09% | −49−1.9% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,505 | $237.4K | 0.09% | +3+0.1% | Added |
| Whalen Wealth Management Inc. | 2,506 | $237.5K | 0.14% | +20+0.8% | Added |
| Wood Tarver Financial Group, LLC | 2,526 | $239.0K | 0.07% | −84−3.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,535 | $240.2K | 0.01% | −53−2.0% | Reduced |
| Simon Quick Advisors, LLC | 2,536 | $240.3K | 0.01% | −31−1.2% | Reduced |
| Saxony Capital Management, LLC | 2,537 | $240.4K | 0.16% | −96−3.6% | Reduced |
| Revolve Wealth Partners, LLC | 2,539 | $240.6K | 0.03% | +100+4.1% | Added |
| Per Stirling Capital Management, LLC. | 2,540 | $240.7K | 0.03% | +21+0.8% | Added |
| Lewis Asset Management, LLC | 2,542 | $241.0K | 0.10% | +2,542 | New |
| LaSalle St. Investment Advisors, LLC | 2,546 | $241.0K | 0.04% | −248−8.9% | Reduced |
| LMCG Investments, LLC | 2,550 | $241.7K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,556 | $242.2K | 0.02% | +276+12.1% | Added |
| Longboard Asset Management, LP | 2,573 | $243.8K | 0.39% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,574 | $244.0K | 0.11% | +85+3.4% | Added |
| First Manhattan Co | 2,575 | $244.0K | 0.00% | −10.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,580 | $244.5K | 0.08% | −328−11.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,580 | $244.5K | 0.09% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,580 | $244.5K | 0.04% | +10.0% | Added |
| Salomon & Ludwin, LLC | 2,589 | $244.8K | 0.02% | +514+24.8% | Added |
| Alexander Labrunerie & Co., Inc. | 2,586 | $245.1K | 0.09% | −38−1.4% | Reduced |
| WealthShield Partners, LLC | 2,588 | $245.2K | 0.03% | −10.0% | Reduced |
| Gryphon Financial Partners LLC | 2,590 | $245.5K | 0.03% | −364−12.3% | Reduced |
| Chickasaw Capital Management LLC | 2,600 | $246.0K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,600 | $246.4K | 0.08% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,604 | $246.8K | 0.12% | −30−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 2,605 | $246.9K | 0.03% | +46+1.8% | Added |
| Laffer Tengler Investments | 2,608 | $247.2K | 0.04% | +8+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 2,623 | $248.0K | 0.01% | −9−0.3% | Reduced |
| Nova R Wealth, Inc. | 2,620 | $248.3K | 0.11% | +2+0.1% | Added |
| Advance Capital Management, Inc. | 2,625 | $248.8K | 0.01% | +368+16.3% | Added |
| Meriwether Wealth & Planning, LLC | 2,627 | $249.0K | 0.14% | +85+3.3% | Added |
| Zevin Asset Management LLC | 2,650 | $251.0K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,653 | $251.5K | 0.04% | +102+4.0% | Added |
| Unified Investment Management | 2,659 | $252.0K | 0.25% | +10.0% | Added |
| KW Wealth Management LLC | 2,664 | $252.5K | 0.43% | +2,664 | New |
| Waterford Advisors, LLC | 2,671 | $253.1K | 0.09% | −349,032−99.2% | Reduced |
| PYA Waltman Capital, LLC | 2,676 | $253.6K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $254.4K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,686 | $254.6K | 0.12% | +219+8.9% | Added |
| Samalin Investment Counsel, LLC | 2,691 | $255.0K | 0.09% | +111+4.3% | Added |
| Strategic Financial Services, Inc, | 2,694 | $255.3K | 0.01% | +5+0.2% | Added |
| Barlow Wealth Partners, Inc. | 2,620 | $255.4K | 0.03% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,698 | $255.7K | 0.17% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $255.7K | 0.07% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,700 | $255.9K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,703 | $256.1K | 0.02% | +2,092+342.4% | Added |
| V. M. Manning & Co., Inc. | 2,780 | $256.6K | 0.23% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,712 | $257.1K | 0.04% | +2,712 | New |
| Pavion Blue Capital, LLC | 2,715 | $257.3K | 0.11% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,722 | $258.0K | 0.09% | +67+2.5% | Added |
| Legacy Edge Advisors, LLC | 2,729 | $258.6K | 0.03% | 00.0% | Unchanged |
| Brighton Securities Corp. | 2,737 | $259.4K | 0.14% | −1,800−39.7% | Reduced |
| PKS Advisory Services, LLC | 2,744 | $260.0K | 0.06% | +411+17.6% | Added |
| Rodgers & Associates, LTD | 2,750 | $260.6K | 0.03% | +22+0.8% | Added |
| Liberty Capital Management, Inc. | 2,756 | $261.2K | 0.05% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,756 | $261.2K | 0.04% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,764 | $261.9K | 0.12% | −91−3.2% | Reduced |
| Boyar Asset Management Inc. | 2,765 | $262.0K | 0.17% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,768 | $262.3K | 0.00% | +109+4.1% | Added |
| Old Mission Investment Co LLC | 2,768 | $262.3K | 0.06% | +340+14.0% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $262.8K | 0.19% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,775 | $263.0K | 0.01% | +170+6.5% | Added |
| Gerber, LLC | 2,777 | $263.2K | 0.17% | −212−7.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,778 | $263.3K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,779 | $263.4K | 0.02% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 2,794 | $264.8K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,803 | $265.6K | 0.02% | +238+9.3% | Added |
| Elite Financial, Inc. | 2,931 | $266.0K | 0.12% | −844−22.4% | Reduced |
| Optas, LLC | 2,816 | $266.9K | 0.05% | +193+7.4% | Added |
| Corsicana & Co. | 2,820 | $267.3K | 0.15% | +2,820 | New |
| ORG Partners LLC | 2,823 | $267.5K | 0.05% | +194+7.4% | Added |
| Strategic Advisors LLC | 2,824 | $267.7K | 0.04% | +2+0.1% | Added |
| Haven Capital Group, Inc. | 2,825 | $268.0K | 0.24% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,838 | $269.0K | 0.06% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 2,842 | $269.3K | 0.11% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,843 | $269.4K | 0.08% | −674−19.2% | Reduced |
| Kathmere Capital Management, LLC | 2,846 | $269.7K | 0.02% | +267+10.4% | Added |
| Keystone Financial Group, Inc. | 2,848 | $269.9K | 0.15% | +279+10.9% | Added |
| Sepio Capital, LP | 2,848 | $269.9K | 0.02% | +2,848 | New |
| Ironwood Investment Counsel, LLC | 2,851 | $270.3K | 0.04% | −64−2.2% | Reduced |
| 44 Wealth Management LLC | 2,853 | $270.4K | 0.09% | −26−0.9% | Reduced |
| Glass Wealth Management Co LLC | 2,860 | $271.0K | 0.12% | −80−2.7% | Reduced |
| Great Diamond Partners, LLC | 2,862 | $271.2K | 0.05% | −12−0.4% | Reduced |
| Strathmore Capital Advisors, Inc. | 2,873 | $272.3K | 0.11% | −382−11.7% | Reduced |
| Frederick Financial Consultants, LLC | 2,876 | $272.6K | 0.15% | +93+3.3% | Added |
| Forefront Wealth Management Inc. | 2,877 | $272.7K | 0.20% | +3+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,879 | $272.8K | 0.04% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 2,879 | $272.9K | 0.02% | +2+0.1% | Added |
| Councilmark Asset Management, LLC | 2,883 | $273.2K | 0.16% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,883 | $273.2K | 0.04% | +86+3.1% | Added |
| Sentry Investment Management LLC | 2,844 | $274.0K | 0.18% | −686−19.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,892 | $274.0K | 0.16% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 2,895 | $274.4K | 0.05% | −720−19.9% | Reduced |
| Ipsen Advisor Group LLC | 2,896 | $274.5K | 0.20% | +8+0.3% | Added |
| WealthTrust Asset Management, LLC | 2,898 | $274.7K | 0.19% | +3+0.1% | Added |
| FSA Wealth Management LLC | 2,900 | $274.8K | 0.10% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 2,902 | $275.0K | 0.20% | +2,902 | New |
| Argus Investors' Counsel, Inc. | 2,905 | $275.3K | 0.22% | +72+2.5% | Added |