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 |
|---|---|---|---|---|---|
| MRP Capital Investments, LLC | 3,000 | $275.5K | 0.24% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,911 | $275.9K | 0.11% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,918 | $276.5K | 0.12% | −310−9.6% | Reduced |
| Davis Investment Partners, LLC | 2,919 | $276.7K | 0.09% | −234−7.4% | Reduced |
| Luts & Greenleigh Group, Inc | 2,922 | $276.9K | 0.25% | −57−1.9% | Reduced |
| Harvey Investment Co LLC | 2,926 | $277.0K | 0.03% | 00.0% | Unchanged |
| Berkshire Bank | 2,934 | $278.1K | 0.06% | +19+0.7% | Added |
| Jacobsen Capital Management | 2,952 | $279.8K | 0.09% | +36+1.2% | Added |
| North Star Asset Management Inc | 2,957 | $280.2K | 0.01% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,957 | $280.2K | 0.08% | +21+0.7% | Added |
| LexAurum Advisors, LLC | 2,959 | $280.4K | 0.04% | +703+31.2% | Added |
| Lazari Capital Management, Inc. | 2,968 | $281.2K | 0.09% | +6+0.2% | Added |
| Capital Planning Advisors, LLC | 2,973 | $281.8K | 0.04% | −139−4.5% | Reduced |
| USAdvisors Wealth Management, LLC | 2,986 | $282.0K | 0.10% | −3−0.1% | Reduced |
| Davis R M Inc | 2,978 | $282.2K | 0.00% | −4−0.1% | Reduced |
| Princeton Global Asset Management LLC | 2,981 | $282.5K | 0.05% | −16−0.5% | Reduced |
| Onefund, LLC | 2,982 | $282.6K | 0.18% | +109+3.8% | Added |
| Barnett & Company, Inc. | 2,983 | $282.7K | 0.22% | −75−2.5% | Reduced |
| Caliber Wealth Management, LLC | 2,984 | $282.8K | 0.03% | −1,654−35.7% | Reduced |
| Gilman Hill Asset Management, LLC | 2,984 | $282.8K | 0.04% | −175−5.5% | Reduced |
| KRS Capital Management, LLC | 2,984 | $282.8K | 0.17% | +23+0.8% | Added |
| First National Bank & Trust Co of Newtown | 2,991 | $283.5K | 0.05% | −2,244−42.9% | Reduced |
| Anchor Capital Advisors LLC | 3,000 | $284.3K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $284.3K | 0.17% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,001 | $284.4K | 0.04% | −122−3.9% | Reduced |
| KKM Financial LLC | 3,001 | $284.4K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,002 | $284.5K | 0.12% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 3,005 | $284.8K | 0.04% | +3,005 | New |
| Nordwand Advisors, LLC | 3,021 | $286.3K | 0.05% | +171+6.0% | Added |
| Rossmore Private Capital | 3,024 | $286.6K | 0.03% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 3,030 | $287.2K | 0.10% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,033 | $287.4K | 0.08% | +20+0.7% | Added |
| First Financial Bank - Trust Division | 3,033 | $287.4K | 0.02% | +682+29.0% | Added |
| Nalls Sherbakoff Group, LLC | 3,036 | $287.8K | 0.19% | +23+0.8% | Added |
| Vermillion Wealth Management, Inc. | 3,039 | $288.0K | 0.08% | +49+1.6% | Added |
| Sapient Capital LLC | 3,070 | $288.3K | 0.00% | −37−1.2% | Reduced |
| Brown Financial Advisory | 3,043 | $288.4K | 0.15% | −1,000−24.7% | Reduced |
| Cultivar Capital, Inc. | 3,045 | $288.6K | 0.19% | +250+8.9% | Added |
| Kaydan Wealth Management, Inc. | 3,050 | $289.1K | 0.08% | −61−2.0% | Reduced |
| Continuum Advisory, LLC | 3,052 | $289.2K | 0.03% | +289+10.5% | Added |
| Joel Isaacson & Co., LLC | 3,057 | $289.7K | 0.01% | +15+0.5% | Added |
| Iams Wealth Management, LLC | 3,057 | $289.7K | 0.12% | +856+38.9% | Added |
| Total Clarity Wealth Management, Inc. | 3,062 | $290.2K | 0.08% | +243+8.6% | Added |
| Octavia Wealth Advisors, LLC | 3,075 | $291.4K | 0.03% | +391+14.6% | Added |
| Colonial Trust Co | 3,078 | $291.7K | 0.04% | −20−0.6% | Reduced |
| First Financial Bankshares Inc | 3,087 | $292.6K | 0.01% | +94+3.1% | Added |
| Francis Financial, Inc. | 2,697 | $292.8K | 0.05% | +73+2.8% | Added |
| Philip James Wealth Mangement, LLC | 3,091 | $293.0K | 0.03% | −5−0.2% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $293.8K | 0.15% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,111 | $294.8K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 3,112 | $295.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,124 | $296.1K | 0.11% | −181−5.5% | Reduced |
| Acropolis Investment Management, LLC | 3,232 | $296.8K | 0.02% | +761+30.8% | Added |
| Cary Street Partner Investment Advisory LLC | 3,134 | $297.0K | 0.12% | +449+16.7% | Added |
| Insight Advisors, LLC | 3,137 | $297.3K | 0.05% | −110−3.4% | Reduced |
| Parkside Financial Bank & Trust | 3,137 | $297.3K | 0.02% | +195+6.6% | Added |
| Coastline Trust Co | 3,138 | $297.4K | 0.03% | −50−1.6% | Reduced |
| Aurdan Capital Management, LLC | 3,139 | $297.5K | 0.09% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,145 | $298.1K | 0.17% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,150 | $298.5K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,151 | $298.6K | 0.01% | +91+3.0% | Added |
| RiverFront Investment Group, LLC | 3,153 | $298.8K | 0.01% | +3,153 | New |
| Eagle Wealth Strategies LLC | 3,168 | $300.2K | 0.15% | +12+0.4% | Added |
| Sivia Capital Partners, LLC | 3,185 | $301.8K | 0.09% | −13−0.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,185 | $301.9K | 0.02% | +886+38.5% | Added |
| Zhang Financial LLC | 3,193 | $302.6K | 0.01% | −2−0.1% | Reduced |
| Biltmore Wealth Management, LLC | 3,198 | $303.1K | 0.12% | +2+0.1% | Added |
| Wedgewood Investors Inc | 3,200 | $303.3K | 0.33% | −250−7.2% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $303.3K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3,091 | $303.8K | 0.18% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,206 | $303.9K | 0.17% | +12+0.4% | Added |
| Genesis Private Wealth, LLC | 3,218 | $305.0K | 0.13% | −280−8.0% | Reduced |
| LOM Asset Management Ltd | 3,215 | $305.0K | 0.09% | −50−1.5% | Reduced |
| Intellus Advisors LLC | 3,225 | $305.6K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 3,245 | $307.0K | 0.02% | 00.0% | Unchanged |
| FSA Investment Group, LLC | 3,246 | $307.7K | 0.19% | +3,246 | New |
| Gibbs Wealth Management | 3,259 | $308.8K | 0.07% | +3,259 | New |
| Sittner & Nelson, LLC | 3,261 | $309.0K | 0.11% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,261 | $309.1K | 0.08% | +90+2.8% | Added |
| Petros Family Wealth, LLC | 3,264 | $309.3K | 0.26% | +11+0.3% | Added |
| SkyOak Wealth, LLC | 3,265 | $309.4K | 0.06% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 3,271 | $310.0K | 0.00% | +586+21.8% | Added |
| Turning Point Benefit Group, Inc. | 3,272 | $310.2K | 0.19% | +411+14.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $310.3K | 0.25% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 3,278 | $310.6K | 0.10% | +4+0.1% | Added |
| Aspen Grove Capital, LLC | 3,278 | $310.7K | 0.05% | −234−6.7% | Reduced |
| MBE Wealth Management, LLC | 3,280 | $310.9K | 0.13% | +451+15.9% | Added |
| PBMares Wealth Management LLC | 3,281 | $311.0K | 0.05% | +10.0% | Added |
| Westside Investment Management, Inc. | 3,286 | $311.4K | 0.05% | +302+10.1% | Added |
| Summit Wealth Partners, LLC | 3,290 | $311.8K | 0.06% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,296 | $312.4K | 0.09% | +41+1.3% | Added |
| Moody National Bank Trust Division | 3,298 | $312.6K | 0.03% | −2,378−41.9% | Reduced |
| STAR Financial Bank | 3,300 | $312.7K | 0.18% | −755−18.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,305 | $313.2K | 0.06% | +74+2.3% | Added |
| Alpha Omega Wealth Management LLC | 3,307 | $313.4K | 0.05% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,310 | $313.7K | 0.05% | −576−14.8% | Reduced |
| Mallini Complete Financial Planning LLC | – | $314.0K | 0.26% | – | – |
| Sound Income Strategies, LLC | 3,273 | $314.7K | 0.02% | −7,846−70.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,328 | $315.4K | 0.17% | −56−1.7% | Reduced |
| Fieldview Capital Management, LLC | 3,336 | $316.2K | 0.05% | +3,336 | New |