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 5 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 |
|---|---|---|---|---|---|
| American Financial Advisors, LLC | 4,063 | $385.1K | 0.05% | +21+0.5% | Added |
| Hanson & Doremus Investment Management | 4,070 | $386.0K | 0.05% | +9+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 4,073 | $386.0K | 0.06% | +7+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,080 | $386.6K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,081 | $386.8K | 0.20% | 00.0% | Unchanged |
| Code Waechter LLC | 3,886 | $387.4K | 0.25% | −779−16.7% | Reduced |
| Tennessee Valley Asset Management Partners | 4,093 | $387.9K | 0.05% | +4,093 | New |
| MJP Associates Inc | 4,102 | $388.8K | 0.05% | +1,018+33.0% | Added |
| Charles Schwab Trust Co | 4,112 | $389.7K | 0.03% | −7,130−63.4% | Reduced |
| Wealthspan Partners, LLC | 4,114 | $389.9K | 0.15% | +20.0% | Added |
| Uniting Wealth Partners, LLC | 4,129 | $391.3K | 0.09% | +546+15.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,132 | $391.6K | 0.09% | −24−0.6% | Reduced |
| Sara-Bay Financial | 4,133 | $391.7K | 0.11% | +108+2.7% | Added |
| Premier Path Wealth Partners, LLC | 4,149 | $393.2K | 0.05% | +462+12.5% | Added |
| Fjell Capital, LLC | 4,158 | $394.1K | 0.35% | +4,158 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $394.4K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,167 | $394.9K | 0.04% | +455+12.3% | Added |
| Level Wealth Management LLC | 4,174 | $395.5K | 0.21% | +20.0% | Added |
| Good Steward Wealth Advisors,LLC | 4,176 | $395.8K | 0.27% | −1,239−22.9% | Reduced |
| Asset Dedication, LLC | 4,179 | $396.0K | 0.03% | −14−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 4,180 | $396.1K | 0.14% | +180+4.5% | Added |
| Southland Equity Partners LLC | 4,184 | $396.5K | 0.08% | −9−0.2% | Reduced |
| Trust Co of Toledo NA | 4,184 | $396.5K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,190 | $397.1K | 0.02% | +860+25.8% | Added |
| Radnor Capital Management, LLC | 4,200 | $398.0K | 0.06% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,205 | $398.5K | 0.04% | +29+0.7% | Added |
| Wealth Quarterback LLC | 4,221 | $400.1K | 0.15% | −616−12.7% | Reduced |
| Sovran Advisors, LLC | 4,213 | $400.5K | 0.04% | +442+11.7% | Added |
| Meridian Financial, LLC | 4,227 | $400.6K | 0.23% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,230 | $400.9K | 0.05% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,232 | $401.1K | 0.01% | +272+6.9% | Added |
| Keynote Financial Services LLC | 4,238 | $401.6K | 0.24% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 4,243 | $402.1K | 0.08% | +243+6.1% | Added |
| 4WEALTH Advisors, Inc. | 4,248 | $402.6K | 0.37% | +265+6.7% | Added |
| Hodges Capital Management Inc. | 4,250 | $402.8K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,257 | $403.4K | 0.02% | +278+7.0% | Added |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,262 | $403.9K | 0.08% | +200+4.9% | Added |
| Capital Asset Advisory Services LLC | 4,264 | $404.1K | 0.02% | −119−2.7% | Reduced |
| JB Capital LLC | 4,278 | $405.5K | 0.02% | −781−15.4% | Reduced |
| Pitcairn Co | 4,281 | $405.7K | 0.03% | −332−7.2% | Reduced |
| Chapin Davis, Inc. | 4,291 | $406.7K | 0.10% | +4,291 | New |
| Ferguson Shapiro LLC | 4,309 | $408.3K | 0.13% | +4+0.1% | Added |
| Longview Financial Advisors, Inc. | 4,313 | $408.8K | 0.29% | −198−4.4% | Reduced |
| Campion Asset Management LLC | 4,314 | $408.8K | 0.29% | −149−3.3% | Reduced |
| Banyan Capital Management, Inc. | 4,325 | $409.9K | 0.19% | +4,325 | New |
| Cypress Capital Group | 4,344 | $411.7K | 0.05% | −539−11.0% | Reduced |
| Flaharty Asset Management, LLC | 4,350 | $412.3K | 0.05% | 00.0% | Unchanged |
| Univest Financial Corp | 4,351 | $412.3K | 0.02% | −400−8.4% | Reduced |
| KG&L Capital Management,LLC | 4,411 | $412.5K | 0.11% | −162−3.5% | Reduced |
| Plancorp, LLC | 4,355 | $412.7K | 0.01% | −15−0.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,363 | $413.5K | 0.14% | −13−0.3% | Reduced |
| GEM Asset Management, LLC | 4,290 | $413.6K | 0.20% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,371 | $414.3K | 0.21% | +25+0.6% | Added |
| Hall Capital Management Co Inc | 4,386 | $415.7K | 0.16% | −141−3.1% | Reduced |
| L.M. Kohn & Company | 4,390 | $416.0K | 0.50% | −2,215−33.5% | Reduced |
| Quent Capital, LLC | 4,421 | $418.9K | 0.04% | −187−4.1% | Reduced |
| TCI Wealth Advisors, Inc. | 4,421 | $419.0K | 0.02% | −1,231−21.8% | Reduced |
| Crews Bank & Trust | 4,425 | $419.4K | 0.06% | 00.0% | Unchanged |
| Members Wealth LLC | 4,425 | $419.5K | 0.27% | +4,425 | New |
| KMG Fiduciary Partners, LLC | 4,429 | $419.7K | 0.03% | +3+0.1% | Added |
| BCS Wealth Management | 4,430 | $419.8K | 0.09% | −142−3.1% | Reduced |
| Willis Investment Counsel | 4,447 | $421.4K | 0.02% | −100−2.2% | Reduced |
| Scotia Capital Inc. | 4,448 | $421.6K | 0.00% | +175+4.1% | Added |
| Fonville Wealth Management LLC | 4,454 | $422.1K | 0.09% | −3−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 4,456 | $422.3K | 0.12% | 00.0% | Unchanged |
| Investment House LLC | 4,458 | $422.5K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,475 | $424.1K | 0.24% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,475 | $424.1K | 0.08% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,487 | $425.2K | 0.32% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,489 | $425.4K | 0.04% | +30+0.7% | Added |
| Legacy Trust | 4,521 | $428.5K | 0.08% | +4,521 | New |
| Truvestments Capital LLC | 4,523 | $428.6K | 0.08% | +172+4.0% | Added |
| J. L. Bainbridge & Co., Inc. | 4,527 | $429.0K | 0.04% | +4+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 4,538 | $430.1K | 0.03% | +188+4.3% | Added |
| Leo Wealth, LLC | 4,540 | $430.2K | 0.06% | −27,763−85.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $431.2K | 0.31% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,557 | $431.9K | 0.01% | −1,532−25.2% | Reduced |
| Firestone Capital Management | 4,564 | $432.5K | 0.09% | −55−1.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,571 | $433.2K | 0.02% | −486−9.6% | Reduced |
| Green Harvest Asset Management LLC | 4,585 | $434.5K | 0.01% | +54+1.2% | Added |
| Klingman & Associates, LLC | 4,586 | $434.6K | 0.02% | +475+11.6% | Added |
| Adviser Investments LLC | 4,608 | $436.7K | 0.00% | +40+0.9% | Added |
| Resonant Capital Advisors, LLC | 4,609 | $436.8K | 0.03% | +1,096+31.2% | Added |
| Soltis Investment Advisors LLC | 4,619 | $437.7K | 0.03% | +923+25.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,620 | $437.8K | 0.09% | +2,004+76.6% | Added |
| Violich Capital Management, Inc. | 4,629 | $438.7K | 0.05% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 4,650 | $440.7K | 0.16% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 4,651 | $440.8K | 0.04% | −30−0.6% | Reduced |
| Auxano Advisors, LLC | 4,657 | $441.3K | 0.09% | +159+3.5% | Added |
| MBM Wealth Consultants, LLC | 4,660 | $441.7K | 0.11% | +85+1.9% | Added |
| Tranquility Partners, LLC | 4,665 | $442.1K | 0.15% | −89−1.9% | Reduced |
| MKT Advisors LLC | 4,668 | $442.5K | 0.16% | −125−2.6% | Reduced |
| OneAscent Family Office, LLC | 4,681 | $443.6K | 0.36% | −48−1.0% | Reduced |
| GeoWealth Management, LLC | 4,689 | $444.4K | 0.02% | +227+5.1% | Added |
| Crestwood Advisors Group LLC | 4,691 | $444.6K | 0.01% | +482+11.5% | Added |
| Godsey & Gibb Associates | 4,703 | $445.7K | 0.04% | 00.0% | Unchanged |
| First American Trust, FSB | 4,706 | $446.0K | 0.03% | +1,565+49.8% | Added |
| Manske Wealth Management | 4,707 | $446.0K | 0.14% | −170−3.5% | Reduced |
| Boston Research & Management Inc | 4,710 | $446.4K | 0.10% | 00.0% | Unchanged |