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 |
|---|---|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 4,710 | $446.4K | 0.18% | +406+9.4% | Added |
| Gradient Investments LLC | 4,713 | $446.7K | 0.01% | +1,928+69.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $447.0K | 0.32% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 4,751 | $450.3K | 0.21% | +4+0.1% | Added |
| Drake & Associates, LLC | 4,947 | $452.2K | 0.09% | −1,068−17.8% | Reduced |
| Nadler Financial Group, Inc. | 4,775 | $452.5K | 0.04% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,793 | $454.2K | 0.36% | +280+6.2% | Added |
| Cim Investment Mangement Inc | 4,804 | $455.3K | 0.12% | −46−0.9% | Reduced |
| Sigma Investment Counselors Inc | 4,808 | $455.6K | 0.02% | −322−6.3% | Reduced |
| LVM Capital Management Ltd | 4,807 | $456.0K | 0.04% | +4,807 | New |
| Coppell Advisory Solutions LLC | 4,859 | $456.3K | 0.05% | +123+2.6% | Added |
| Claris Financial LLC | 4,819 | $456.7K | 0.26% | +504+11.7% | Added |
| Rosenberg Matthew Hamilton | 4,824 | $457.2K | 0.10% | +52+1.1% | Added |
| McGowan Group Asset Management, Inc. | 4,843 | $458.9K | 0.06% | +85+1.8% | Added |
| Fusion Capital, LLC | 4,887 | $459.6K | 0.13% | −66−1.3% | Reduced |
| CMG Global Holdings, LLC | 4,610 | $459.7K | 0.22% | −50−1.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,866 | $461.2K | 0.03% | +333+7.3% | Added |
| RB Capital Management, LLC | 4,868 | $461.3K | 0.10% | +268+5.8% | Added |
| Rise Advisors, LLC | 4,871 | $461.6K | 0.17% | −83−1.7% | Reduced |
| NFP Retirement, Inc. | 4,872 | $461.7K | 0.03% | −259−5.0% | Reduced |
| Lokken Investment Group LLC | 4,873 | $461.8K | 0.16% | +176+3.7% | Added |
| Maia Wealth LLC | 5,110 | $463.8K | 0.08% | +2,088+69.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,899 | $464.3K | 0.01% | −723−12.9% | Reduced |
| AdviceOne Advisory Services, LLC | 4,900 | $464.4K | 0.31% | +267+5.8% | Added |
| Probity Advisors, Inc. | 4,902 | $464.6K | 0.08% | −498−9.2% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $466.2K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,925 | $466.7K | 0.15% | −15−0.3% | Reduced |
| Versant Capital Management, Inc | 4,929 | $467.1K | 0.06% | +2,219+81.9% | Added |
| Bank of New Hampshire | 4,932 | $467.4K | 0.11% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,935 | $467.7K | 0.04% | +500+11.3% | Added |
| Beese Fulmer Investment Management, Inc. | 4,937 | $467.9K | 0.03% | 00.0% | Unchanged |
| Trust Co of the South | 4,957 | $469.8K | 0.08% | +525+11.8% | Added |
| Bridgewater Advisors Inc. | 5,437 | $470.2K | 0.03% | +101+1.9% | Added |
| RMB Capital Management, LLC | 4,969 | $470.9K | 0.01% | +1,693+51.7% | Added |
| Inspire Advisors, LLC | 4,982 | $472.1K | 0.05% | −4,117−45.2% | Reduced |
| Gentry Private Wealth, LLC | 4,991 | $473.0K | 0.33% | +114+2.3% | Added |
| Gratus Wealth Advisors, LLC | 4,995 | $473.4K | 0.07% | +15+0.3% | Added |
| Independent Financial Group, LLC | 4,999 | $473.7K | 0.01% | +71+1.4% | Added |
| Hartford Financial Management Inc. | 5,000 | $473.9K | 0.13% | −600−10.7% | Reduced |
| Rithm Capital Corp. | 5,000 | $473.9K | 0.96% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $473.9K | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 5,025 | $476.2K | 0.04% | −290−5.5% | Reduced |
| Wynn Capital, LLC | 5,026 | $476.3K | 0.23% | −10−0.2% | Reduced |
| Capital Investment Counsel, Inc | 5,038 | $477.4K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,050 | $478.6K | 0.04% | −300−5.6% | Reduced |
| First Foundation Advisors | 5,057 | $479.3K | 0.02% | +1,743+52.6% | Added |
| Bridges Investment Management Inc | 5,064 | $479.9K | 0.01% | +338+7.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $480.0K | 0.09% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 5,075 | $481.0K | 0.05% | −13−0.3% | Reduced |
| Wilkins Investment Counsel Inc | 5,100 | $483.3K | 0.07% | −300−5.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $483.7K | 0.25% | −80−1.5% | Reduced |
| Austin Private Wealth, LLC | 5,121 | $485.4K | 0.04% | −1,120−17.9% | Reduced |
| Valued Retirements, Inc. | 5,286 | $485.4K | 0.55% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,138 | $486.9K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,142 | $487.3K | 0.07% | +237+4.8% | Added |
| Bey-Douglas LLC | 5,145 | $487.6K | 0.36% | −121−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 5,155 | $488.5K | 0.03% | +108+2.1% | Added |
| Prosperity Financial Group, Inc. | 5,155 | $488.6K | 0.18% | −90−1.7% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $489.0K | 0.28% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,168 | $489.8K | 0.03% | −15,190−74.6% | Reduced |
| GHP Investment Advisors, Inc. | 5,171 | $490.1K | 0.02% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 5,185 | $491.4K | 0.21% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 5,199 | $492.7K | 0.24% | +122+2.4% | Added |
| Inscription Capital, LLC | 5,225 | $495.2K | 0.05% | +136+2.7% | Added |
| Transcend Wealth Collective, LLC | 5,233 | $495.9K | 0.04% | +796+17.9% | Added |
| PSI Advisors, LLC | 5,249 | $497.5K | 0.13% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,250 | $497.5K | 0.09% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,260 | $498.5K | 0.05% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,263 | $498.8K | 0.02% | −3,876−42.4% | Reduced |
| Intrua Financial, LLC | 5,265 | $499.0K | 0.06% | −1,256−19.3% | Reduced |
| Consolidated Portfolio Review Corp | 5,314 | $503.6K | 0.06% | −122−2.2% | Reduced |
| Duncker Streett & Co Inc | 5,315 | $503.7K | 0.09% | +700+15.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,333 | $505.6K | 0.08% | +136+2.6% | Added |
| Clarity Wealth Development LLC | 5,396 | $506.7K | 0.46% | 00.0% | Unchanged |
| David Loasby | 5,294 | $510.5K | 0.04% | −23−0.4% | Reduced |
| Asset Planning Corporation | 5,390 | $510.8K | 0.24% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,393 | $511.1K | 0.15% | −161−2.9% | Reduced |
| Calton & Associates, Inc. | 5,397 | $511.5K | 0.08% | −42−0.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,398 | $511.5K | 0.04% | −3−0.1% | Reduced |
| BOS Asset Management, LLC | 5,401 | $511.8K | 0.14% | +10.0% | Added |
| Pinnacle West Asset Management, Inc. | 5,410 | $513.0K | 0.33% | +15+0.3% | Added |
| Wealth Management Associates, Inc. | 5,423 | $513.9K | 0.18% | +500+10.2% | Added |
| Mathes Company, Inc. | 5,450 | $516.0K | 0.19% | 00.0% | Unchanged |
| Charter Trust Co | 5,457 | $517.2K | 0.03% | −300−5.2% | Reduced |
| SCS Capital Management LLC | 5,474 | $518.7K | 0.01% | −123−2.2% | Reduced |
| Doliver Advisors, LP | 5,478 | $519.1K | 0.13% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,482 | $519.6K | 0.10% | +40+0.7% | Added |
| Nikulski Financial, Inc. | 5,483 | $519.6K | 0.13% | +405+8.0% | Added |
| Donald L. Hagan, LLC | 5,484 | $519.7K | 0.26% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 5,500 | $521.2K | 0.00% | +5,500 | New |
| 1st Source Bank | 5,501 | $521.3K | 0.03% | −17−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 5,513 | $522.5K | 0.00% | +5,513 | New |
| Hickory Point Bank & Trust | 5,532 | $524.3K | 0.39% | −211−3.7% | Reduced |
| Bill Few Associates, Inc. | 5,533 | $524.4K | 0.14% | −694−11.1% | Reduced |
| Partners Wealth Management, LLC | 5,539 | $524.9K | 0.52% | −473−7.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,546 | $525.6K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,552 | $526.3K | 0.03% | −53−0.9% | Reduced |
| Motco | 5,554 | $526.4K | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,557 | $526.7K | 0.06% | +333+6.4% | Added |
| IVC Wealth Advisors LLC | 5,576 | $528.4K | 0.24% | +72+1.3% | Added |