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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 3,340 | $316.6K | 0.03% | +3,340 | New |
| DF Dent & Co Inc | 3,341 | $316.6K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,350 | $317.5K | 0.02% | −59−1.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3,353 | $317.7K | 0.02% | −222−6.2% | Reduced |
| von Borstel & Associates, Inc. | 3,509 | $318.0K | 0.05% | +3,509 | New |
| Capital City Trust Co | 3,367 | $319.1K | 0.08% | −458−12.0% | Reduced |
| DLK Investment Management, LLC | 3,375 | $319.8K | 0.12% | +3,375 | New |
| Appleton Partners Inc | 3,375 | $320.0K | 0.02% | −48−1.4% | Reduced |
| Financial Harvest, LLC | 3,381 | $320.4K | 0.22% | +18+0.5% | Added |
| Madrona Financial Services, LLC | 3,389 | $321.2K | 0.07% | +36+1.1% | Added |
| Leslie Global Wealth, LLC | 3,390 | $321.3K | 0.15% | +4+0.1% | Added |
| FCG Investment Co | 3,393 | $321.6K | 0.15% | +101+3.1% | Added |
| Beck Mack & Oliver LLC | 3,400 | $322.2K | 0.01% | +450+15.3% | Added |
| Phoenix Holdings Ltd. | 3,398 | $322.2K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,402 | $322.4K | 0.01% | −451−11.7% | Reduced |
| Ameritas Advisory Services, LLC | 3,421 | $324.2K | 0.02% | −16,116−82.5% | Reduced |
| Cedar Mountain Advisors, LLC | 3,425 | $324.6K | 0.06% | +84+2.5% | Added |
| Hanlon Investment Management, Inc. | 3,427 | $324.8K | 0.20% | +799+30.4% | Added |
| Signal Advisors Wealth, LLC | 3,428 | $324.9K | 0.03% | −4,564−57.1% | Reduced |
| KLCM Advisors, Inc. | 3,428 | $324.9K | 0.03% | +566+19.8% | Added |
| First National Bank of Hutchinson | 3,434 | $325.4K | 0.17% | +3,434 | New |
| PFG Advisors | 3,440 | $326.1K | 0.01% | +891+35.0% | Added |
| WealthBridge Capital Management, LLC | 3,443 | $326.3K | 0.08% | −17−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,448 | $326.8K | 0.01% | +913+36.0% | Added |
| Power Wealth Management LLC | 3,459 | $327.8K | 0.12% | +17+0.5% | Added |
| White Pine Capital LLC | 3,464 | $328.3K | 0.09% | +3,464 | New |
| Cannon Wealth Management Services, LLC | 3,466 | $328.5K | 0.25% | +602+21.0% | Added |
| Oppenheimer Asset Management Inc. | 3,469 | $328.8K | 0.00% | −1,056−23.3% | Reduced |
| Warwick Investment Management, Inc. | 3,477 | $329.5K | 0.06% | +183+5.6% | Added |
| Platform Technology Partners | 3,487 | $330.5K | 0.08% | −175−4.8% | Reduced |
| Integris Wealth Management, LLC | 3,488 | $330.6K | 0.08% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 3,492 | $330.9K | 0.20% | +150+4.5% | Added |
| Wayfinding Financial, LLC | 3,495 | $331.0K | 0.14% | +23+0.7% | Added |
| New Republic Capital, LLC | 3,493 | $331.0K | 0.10% | −191−5.2% | Reduced |
| Virtue Capital Management, LLC | 12,816 | $331.3K | 0.07% | +8,707+211.9% | Added |
| Morris Financial Concepts, Inc. | 3,496 | $331.3K | 0.12% | +11+0.3% | Added |
| St. Louis Trust Co | 3,500 | $331.7K | 0.04% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,503 | $332.0K | 0.07% | +28+0.8% | Added |
| Shufro Rose & Co LLC | 3,627 | $333.5K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,532 | $334.7K | 0.04% | −75−2.1% | Reduced |
| Wealth Management Nebraska | 3,544 | $335.9K | 0.04% | +13+0.4% | Added |
| PFC Capital Group, Inc. | 3,550 | $336.0K | 0.14% | +400+12.7% | Added |
| FLC Capital Advisors | 3,548 | $336.2K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,555 | $336.9K | 0.17% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,563 | $337.7K | 0.02% | −2,063−36.7% | Reduced |
| Clarius Group, LLC | 3,574 | $338.7K | 0.02% | −2,341−39.6% | Reduced |
| Madden Securities Corp | 3,575 | $338.8K | 0.10% | −83−2.3% | Reduced |
| Cromwell Holdings LLC | 3,586 | $339.8K | 0.18% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,595 | $340.7K | 0.06% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,603 | $341.5K | 0.08% | +3,603 | New |
| NorthStar Asset Management LLC | 3,615 | $342.6K | 0.16% | +807+28.7% | Added |
| OMNI 360 Wealth, Inc. | 3,628 | $343.8K | 0.19% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,654 | $346.3K | 0.16% | +31+0.9% | Added |
| Insigneo Advisory Services, LLC | 3,660 | $346.8K | 0.02% | −10.0% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $348.1K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,675 | $348.2K | 0.09% | +5+0.1% | Added |
| Moseley Investment Management Inc | 3,682 | $348.9K | 0.11% | −909−19.8% | Reduced |
| Ellis Investment Partners, LLC | 3,694 | $350.2K | 0.06% | −42−1.1% | Reduced |
| Birch Financial Group, LLC | 3,703 | $351.0K | 0.21% | +457+14.1% | Added |
| Douglass Winthrop Advisors, LLC | 3,726 | $353.1K | 0.01% | +10.0% | Added |
| Bourne Lent Asset Management Inc | 3,731 | $353.6K | 0.13% | −200−5.1% | Reduced |
| Lloyd Advisory Services, LLC. | 3,731 | $353.7K | 0.17% | +426+12.9% | Added |
| Thompson Investment Management, Inc. | 3,746 | $355.0K | 0.05% | −382−9.3% | Reduced |
| Second Half Financial Partners, LLC | 3,749 | $355.3K | 0.16% | −12−0.3% | Reduced |
| O'Brien Greene & Co. Inc | 3,750 | $355.4K | 0.11% | −71−1.9% | Reduced |
| AA Financial Advisors, LLC | 3,753 | $355.7K | 0.07% | −19−0.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 3,770 | $357.3K | 0.06% | +100+2.7% | Added |
| Meadow Creek Wealth Advisors LLC | 3,641 | $358.4K | 0.24% | +145+4.1% | Added |
| King Wealth | 3,783 | $359.0K | 0.05% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 3,792 | $359.3K | 0.10% | +794+26.5% | Added |
| Private Wealth Asset Management, LLC | 3,795 | $359.7K | 0.04% | +252+7.1% | Added |
| Enclave Advisors LLC | 3,795 | $359.7K | 0.05% | −12−0.3% | Reduced |
| Cornerstone Management, Inc. | 3,799 | $360.0K | 0.06% | +10.0% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $360.3K | 0.09% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,849 | $364.8K | 0.04% | +106+2.8% | Added |
| Byrne Asset Management LLC | – | $364.9K | 0.23% | – | – |
| Institute for Wealth Management, LLC. | 3,854 | $365.3K | 0.04% | +10.0% | Added |
| Narwhal Capital Management | 3,859 | $365.7K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,867 | $366.5K | 0.15% | −5−0.1% | Reduced |
| LCM Capital Management Inc | 3,877 | $367.4K | 0.18% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,879 | $367.6K | 0.18% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,918 | $371.3K | 0.11% | −554−12.4% | Reduced |
| Spinnaker Trust | 3,928 | $372.3K | 0.02% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,929 | $372.3K | 0.05% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,933 | $372.7K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,948 | $374.2K | 0.05% | +87+2.3% | Added |
| Shell Asset Management Co | 3,961 | $375.0K | 0.04% | −2,807−41.5% | Reduced |
| Pinnacle Bancorp, Inc. | 3,958 | $375.1K | 0.11% | +187+5.0% | Added |
| Trilogy Capital Inc. | 3,960 | $375.3K | 0.02% | −92−2.3% | Reduced |
| Financial Advisors, LLC | 3,977 | $376.9K | 0.07% | +32+0.8% | Added |
| Huntleigh Advisors, Inc. | 3,977 | $376.9K | 0.06% | +7+0.2% | Added |
| Baron Wealth Management LLC | 3,983 | $377.5K | 0.12% | +809+25.5% | Added |
| HC Advisors, LLC | 3,988 | $377.9K | 0.27% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,536 | $378.7K | 0.12% | +246+5.7% | Added |
| Cabot Wealth Management Inc | 4,005 | $379.6K | 0.04% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,011 | $380.2K | 0.05% | 00.0% | Unchanged |
| Monument Capital Management | 4,019 | $380.8K | 0.10% | −40−1.0% | Reduced |
| New Hampshire Trust | 4,019 | $380.9K | 0.07% | +83+2.1% | Added |
| United Community Bank | 4,039 | $382.8K | 0.12% | +9+0.2% | Added |
| OneAscent Investment Solutions LLC | 4,048 | $383.6K | 0.41% | −60−1.5% | Reduced |