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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 13,491 | $1.28M | 0.04% | +50.0% | Added |
| Diversify Advisory Services, LLC | 13,642 | $1.27M | 0.04% | −19−0.1% | Reduced |
| Chatham Capital Group, Inc. | 13,319 | $1.26M | 0.18% | −975−6.8% | Reduced |
| SPC Financial, Inc. | 13,258 | $1.26M | 0.10% | +466+3.6% | Added |
| Banco Santander, S.A. | 13,221 | $1.25M | 0.01% | +2,307+21.1% | Added |
| Advyzon Investment Management, LLC | 13,214 | $1.25M | 0.21% | −17,208−56.6% | Reduced |
| OneAscent Financial Services LLC | 13,187 | $1.25M | 0.08% | +208+1.6% | Added |
| Firethorn Wealth Partners, LLC | 13,183 | $1.25M | 0.49% | +885+7.2% | Added |
| Sheets Smith Wealth Management | 13,165 | $1.25M | 0.14% | −107−0.8% | Reduced |
| Cannon Financial Strategists, Inc. | 13,161 | $1.25M | 0.18% | −1,013−7.1% | Reduced |
| CFS Investment Advisory Services, LLC | 12,860 | $1.23M | 0.09% | +562+4.6% | Added |
| Financial Security Advisor, Inc. | 12,959 | $1.23M | 0.26% | +23+0.2% | Added |
| Ascent Group, LLC | 12,877 | $1.22M | 0.04% | +2,530+24.5% | Added |
| Asset Planning,Inc | 12,861 | $1.22M | 0.88% | +40.0% | Added |
| Entropy Technologies, LP | 12,845 | $1.22M | 0.09% | +12,845 | New |
| Gateway Wealth Partners, LLC | 12,818 | $1.21M | 0.16% | +7,757+153.3% | Added |
| Widmann Financial Services, Inc. | 12,798 | $1.21M | 0.76% | −73−0.6% | Reduced |
| Andra AP-fonden | 12,779 | $1.21M | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,734 | $1.21M | 0.24% | +180+1.4% | Added |
| West Family Investments, Inc. | 12,709 | $1.20M | 0.27% | +269+2.2% | Added |
| M Holdings Securities, Inc. | 12,702 | $1.20M | 0.25% | +12,702 | New |
| Prosperity Consulting Group, LLC | 12,681 | $1.20M | 0.06% | −429−3.3% | Reduced |
| Grimes & Company, Inc. | 12,671 | $1.20M | 0.03% | −264−2.0% | Reduced |
| Fiduciary Trust Co | 12,618 | $1.20M | 0.01% | +3,197+33.9% | Added |
| Twin Capital Management Inc | 12,616 | $1.20M | 0.15% | −4,331−25.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,534 | $1.19M | 0.03% | +116+0.9% | Added |
| Rocky Mountain Advisers, LLC | 12,525 | $1.19M | 0.35% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,520 | $1.19M | 0.13% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,515 | $1.19M | 0.07% | +529+4.4% | Added |
| Integrated Advisors Network LLC | 12,512 | $1.19M | 0.05% | +294+2.4% | Added |
| Marino, Stram & Associates LLC | 12,420 | $1.18M | 0.21% | +50.0% | Added |
| Edge Financial Advisors LLC | 12,418 | $1.18M | 0.53% | +1,274+11.4% | Added |
| New Age Alpha Advisors, LLC | 12,370 | $1.17M | 0.05% | −203−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 12,364 | $1.17M | 0.08% | −885−6.7% | Reduced |
| Keystone Financial Group | 12,357 | $1.17M | 0.09% | −267−2.1% | Reduced |
| VestGen Advisors, LLC | 12,326 | $1.17M | 0.04% | +7,854+175.6% | Added |
| Integrity Alliance, LLC. | 12,324 | $1.17M | 0.06% | +7,145+138.0% | Added |
| IFP Advisors, Inc | 12,324 | $1.17M | 0.03% | +118+1.0% | Added |
| Twinbeech Capital LP | 12,308 | $1.17M | 0.05% | +12,308 | New |
| Trust Point Inc. | 12,301 | $1.17M | 0.09% | +1,661+15.6% | Added |
| Essex Savings Bank | 12,293 | $1.17M | 0.26% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 12,192 | $1.16M | 0.10% | −14,955−55.1% | Reduced |
| Meketa Investment Group Inc | 12,179 | $1.15M | 3.79% | −2,842−18.9% | Reduced |
| First County Bank | 12,155 | $1.15M | 0.59% | −619−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,138 | $1.15M | 0.07% | −122−1.0% | Reduced |
| Boston Private Wealth LLC | 12,129 | $1.15M | 0.06% | +658+5.7% | Added |
| Spire Wealth Management | 12,101 | $1.15M | 0.04% | −369−3.0% | Reduced |
| Tower Bridge Advisors | 12,044 | $1.14M | 0.11% | +300+2.6% | Added |
| Aft, Forsyth & Company, Inc. | 11,998 | $1.14M | 0.55% | 00.0% | Unchanged |
| HM Payson & Co | 11,977 | $1.14M | 0.02% | +2,070+20.9% | Added |
| Meiji Yasuda Life Insurance Co | 11,942 | $1.13M | 0.03% | −1,080−8.3% | Reduced |
| Allegheny Financial Group LTD | 11,859 | $1.12M | 0.21% | −18−0.2% | Reduced |
| United Bank | 11,801 | $1.12M | 0.13% | −1,349−10.3% | Reduced |
| BlueChip Wealth Advisors LLC | 11,750 | $1.11M | 0.48% | +126+1.1% | Added |
| Kovack Advisors, Inc. | 11,734 | $1.11M | 0.10% | −2,231−16.0% | Reduced |
| Applied Finance Capital Management, LLC | 11,673 | $1.11M | 0.08% | −1,023−8.1% | Reduced |
| Stableford Capital II LLC | 11,629 | $1.10M | 0.40% | +33+0.3% | Added |
| Hills Bank & Trust Co | 11,579 | $1.10M | 0.06% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 11,577 | $1.10M | 0.00% | +64+0.6% | Added |
| Northern Oak Wealth Management Inc | 11,563 | $1.10M | 0.13% | −290−2.4% | Reduced |
| Apella Capital, LLC | 11,121 | $1.09M | 0.02% | −31−0.3% | Reduced |
| Texas Bank & Trust Co | 11,550 | $1.09M | 0.41% | +1,046+10.0% | Added |
| Magnolia Capital Advisors LLC | 11,525 | $1.09M | 0.29% | −20.0% | Reduced |
| HBW Advisory Services LLC | 11,447 | $1.08M | 0.12% | +246+2.2% | Added |
| Columbia Asset Management | 11,447 | $1.08M | 0.20% | +40.0% | Added |
| KPP Advisory Services LLC | 11,443 | $1.08M | 0.16% | +51+0.4% | Added |
| Nwam LLC | 11,116 | $1.08M | 0.06% | −459−4.0% | Reduced |
| Norris Perne & French LLP | 11,434 | $1.08M | 0.08% | +24+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 11,434 | $1.08M | 0.04% | +702+6.5% | Added |
| Burney Co | 11,431 | $1.08M | 0.03% | −10.0% | Reduced |
| Tradewinds, LLC. | 11,407 | $1.08M | 0.26% | +11,407 | New |
| RS Crum Inc. | 11,387 | $1.08M | 0.24% | +10.0% | Added |
| Sustainable Insight Capital Management, LLC | 11,382 | $1.08M | 0.34% | +11,382 | New |
| Raleigh Capital Management Inc. | 11,351 | $1.08M | 0.41% | −3,101−21.5% | Reduced |
| SeaCrest Wealth Management, LLC | 11,183 | $1.08M | 0.11% | −829−6.9% | Reduced |
| Belpointe Asset Management LLC | 11,341 | $1.07M | 0.04% | +3,015+36.2% | Added |
| Leisure Capital Management | 11,333 | $1.07M | 0.37% | −75−0.7% | Reduced |
| Cobblestone Capital Advisors LLC | 11,284 | $1.07M | 0.05% | −17−0.2% | Reduced |
| 1620 Investment Advisors, Inc. | 11,252 | $1.07M | 0.72% | −88−0.8% | Reduced |
| CoreCap Advisors, LLC | 11,210 | $1.06M | 0.04% | +1,325+13.4% | Added |
| Bryn Mawr Trust Co | 11,169 | $1.06M | 0.03% | −7,533−40.3% | Reduced |
| Ossiam | 11,146 | $1.06M | 0.01% | +10,012+882.9% | Added |
| MONECO Advisors, LLC | 11,103 | $1.05M | 0.09% | +1,694+18.0% | Added |
| Patton Albertson Miller Group, LLC | 11,082 | $1.05M | 0.13% | −606−5.2% | Reduced |
| Ami Asset Management Corp | 11,065 | $1.05M | 0.06% | −107−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 10,985 | $1.04M | 0.13% | +10,985 | New |
| Second Line Capital, LLC | 10,977 | $1.04M | 0.22% | +30.0% | Added |
| Walter & Keenan Financial Consulting Co | 10,951 | $1.04M | 0.29% | +6+0.1% | Added |
| Kuhn & Co Investment Counsel | 10,939 | $1.04M | 0.82% | −36−0.3% | Reduced |
| Triad Wealth Partners, LLC | 10,909 | $1.03M | 0.13% | +1,005+10.1% | Added |
| Silverlake Wealth Management LLC | 10,882 | $1.03M | 0.25% | +7+0.1% | Added |
| EntryPoint Capital, LLC | 10,866 | $1.03M | 0.40% | +10,866 | New |
| Syon Capital LLC | 10,855 | $1.03M | 0.06% | +2,338+27.5% | Added |
| Journey Strategic Wealth LLC | 10,820 | $1.03M | 0.03% | +248+2.3% | Added |
| Resources Management Corp | 10,790 | $1.02M | 0.13% | −280−2.5% | Reduced |
| Commerzbank Aktiengesellschaft | 10,766 | $1.02M | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 10,739 | $1.02M | 0.03% | +2,872+36.5% | Added |
| Two Sigma Securities, LLC | 10,733 | $1.02M | 0.15% | +10,733 | New |
| Cigna Investments Inc | 10,649 | $1.01M | 0.14% | −99−0.9% | Reduced |
| Montecito Bank & Trust | 10,622 | $1.01M | 0.16% | +10,622 | New |