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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 10,619 | $1.01M | 0.06% | +230+2.2% | Added |
| Ancora Advisors, LLC | 10,591 | $1.00M | 0.02% | +887+9.1% | Added |
| Chesley Taft & Associates LLC | 10,563 | $1.00M | 0.04% | +16+0.2% | Added |
| Balboa Wealth Partners | 10,527 | $997.6K | 0.17% | −232−2.2% | Reduced |
| Rogco, LP | 10,507 | $995.7K | 0.35% | −329−3.0% | Reduced |
| Aaron Wealth Advisors | 10,476 | $992.8K | 0.06% | +4,276+69.0% | Added |
| MEMBERS Trust Co | 10,380 | $983.7K | 0.03% | −16−0.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,375 | $983.2K | 0.20% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 10,161 | $979.7K | 0.02% | +1,062+11.7% | Added |
| Magnetar Financial LLC | 10,327 | $978.7K | 0.01% | +10,327 | New |
| Pine Valley Investments Ltd Liability Co | 10,323 | $978.3K | 0.05% | +266+2.6% | Added |
| Field & Main Bank | 10,300 | $976.1K | 0.29% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,295 | $975.6K | 0.05% | +86+0.8% | Added |
| Clarendon Private LLC | 10,294 | $975.6K | 0.88% | −552−5.1% | Reduced |
| Haverford Trust Co | 10,294 | $975.6K | 0.01% | +191+1.9% | Added |
| Acorn Wealth Advisors, LLC | 10,272 | $973.5K | 0.31% | +68+0.7% | Added |
| Claro Advisors LLC | 10,253 | $971.7K | 0.14% | −743−6.8% | Reduced |
| Bradley Foster & Sargent Inc | 10,248 | $971.2K | 0.01% | +143+1.4% | Added |
| Sunburst Financial Group, LLC | 10,225 | $969.0K | 0.20% | +30.0% | Added |
| TCG Advisory Services, LLC | 10,196 | $966.3K | 0.04% | −1,322−11.5% | Reduced |
| Rehmann Capital Advisory Group | 10,188 | $965.5K | 0.05% | −307−2.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 10,167 | $963.5K | 0.55% | −557−5.2% | Reduced |
| Investment Partners Asset Management, Inc. | 10,142 | $961.1K | 0.63% | +30.0% | Added |
| Modera Wealth Management, LLC | 10,107 | $957.9K | 0.01% | −371−3.5% | Reduced |
| Kingsman Wealth Management, Inc. | 10,094 | $956.6K | 0.53% | +20.0% | Added |
| Mendel Money Management | 10,084 | $955.7K | 0.40% | −50.0% | Reduced |
| United Advisor Group, LLC | 10,056 | $953.0K | 0.13% | +5,781+135.2% | Added |
| Marco Investment Management LLC | 10,007 | $948.4K | 0.07% | −227−2.2% | Reduced |
| Reuter James Wealth Management, LLC | 9,979 | $945.7K | 0.13% | −908−8.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,958 | $943.7K | 0.41% | +229+2.4% | Added |
| Roundview Capital LLC | 9,921 | $940.2K | 0.06% | −88−0.9% | Reduced |
| Home Federal Bank of Tennessee | 9,890 | $937.3K | 0.25% | 00.0% | Unchanged |
| Excalibur Management Corp | 9,800 | $928.7K | 0.34% | −25−0.3% | Reduced |
| Journey Advisory Group, LLC | 9,798 | $928.6K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 9,752 | $924.2K | 0.08% | −126−1.3% | Reduced |
| Evercore Wealth Management, LLC | 9,743 | $923.3K | 0.01% | −1,025−9.5% | Reduced |
| William Allan, LLC | 9,723 | $921.4K | 0.52% | +160+1.7% | Added |
| Trustco Bank Corp N Y | 9,722 | $921.4K | 0.83% | −100−1.0% | Reduced |
| Howard Capital Management Group, LLC | 9,698 | $919.0K | 0.06% | +1,000+11.5% | Added |
| Plimoth Trust Co LLC | 9,687 | $918.0K | 0.21% | −265−2.7% | Reduced |
| Shepherd Financial Partners LLC | 9,675 | $916.9K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 9,639 | $913.5K | 0.09% | +683+7.6% | Added |
| SCP Investment, LP | 9,600 | $909.8K | 0.73% | −2,000−17.2% | Reduced |
| Xcel Wealth Management, LLC | 9,593 | $909.1K | 0.24% | +347+3.8% | Added |
| St. Johns Investment Management Company, LLC | 9,582 | $908.1K | 0.39% | +714+8.1% | Added |
| Bartlett & Co. Wealth Management LLC | 9,553 | $905.3K | 0.01% | −26−0.3% | Reduced |
| LaFleur & Godfrey LLC | 9,540 | $904.1K | 0.11% | +8+0.1% | Added |
| Cookson Peirce & Co Inc | 9,528 | $903.0K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 9,515 | $902.0K | 0.15% | −48−0.5% | Reduced |
| Alps Advisors Inc | 9,486 | $899.0K | 0.01% | +576+6.5% | Added |
| Trueblood Wealth Management, LLC | 9,422 | $892.9K | 0.35% | +6+0.1% | Added |
| Eagle Strategies LLC | 9,412 | $892.0K | 0.12% | +40.0% | Added |
| Monetary Management Group Inc | 9,407 | $891.5K | 0.20% | −200−2.1% | Reduced |
| Wagner Wealth Management, LLC | 9,366 | $887.7K | 0.21% | −114−1.2% | Reduced |
| St Germain D J Co Inc | 9,365 | $887.5K | 0.04% | −210−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 9,431 | $885.6K | 0.02% | +268+2.9% | Added |
| Affinity Wealth Management LLC | 9,303 | $881.6K | 0.13% | −34−0.4% | Reduced |
| Golden State Wealth Management, LLC | 9,296 | $881.0K | 0.10% | −149−1.6% | Reduced |
| Salem Investment Counselors Inc | 9,284 | $879.8K | 0.03% | +284+3.2% | Added |
| Savvy Advisors, Inc. | 9,281 | $879.6K | 0.04% | +2,443+35.7% | Added |
| Davis Capital Management | 9,261 | $877.6K | 0.61% | +9,261 | New |
| NewEdge Wealth, LLC | 9,546 | $872.6K | 0.01% | −4,255−30.8% | Reduced |
| Woodward Diversified Capital, LLC | 9,201 | $872.0K | 0.41% | −728−7.3% | Reduced |
| Mainsail Asset Management, LLC | 9,191 | $871.0K | 0.38% | +13+0.1% | Added |
| Aberdeen Wealth Management LLC | 9,180 | $870.0K | 0.55% | +40.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,171 | $869.2K | 0.08% | +1,879+25.8% | Added |
| Exencial Wealth Advisors, LLC | 9,150 | $867.1K | 0.03% | −5,032−35.5% | Reduced |
| Blue Capital, Inc. | 9,142 | $866.4K | 0.64% | +9,142 | New |
| Lazard Asset Management LLC | 9,069 | $859.5K | 0.00% | +19+0.2% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $858.1K | 0.41% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 9,021 | $854.9K | 0.22% | −210−2.3% | Reduced |
| Simplicity Wealth,LLC | 9,018 | $854.6K | 0.05% | −5,890−39.5% | Reduced |
| Breakwater Capital Group | 8,959 | $849.1K | 0.13% | +30.0% | Added |
| Community Bank of Raymore | 8,950 | $848.2K | 0.59% | 00.0% | Unchanged |
| Balentine LLC | 8,941 | $847.3K | 0.03% | +100+1.1% | Added |
| Mechanics Financial Corp | 8,913 | $844.7K | 0.32% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,906 | $844.0K | 0.21% | −918−9.3% | Reduced |
| Insight Inv LLC | 8,845 | $838.2K | 0.49% | 00.0% | Unchanged |
| Cherokee Insurance Co | 8,800 | $834.0K | 0.36% | −2,200−20.0% | Reduced |
| Wulff, Hansen & Co. | 8,798 | $833.8K | 0.72% | 00.0% | Unchanged |
| Krilogy Financial LLC | 9,116 | $833.3K | 0.03% | +9,116 | New |
| HBK Sorce Advisory LLC | 8,324 | $830.0K | 0.02% | +1,095+15.1% | Added |
| Kennedy Investment Group | 8,747 | $829.0K | 0.33% | +26+0.3% | Added |
| Vista Capital Partners, Inc. | 8,724 | $826.8K | 0.08% | +14+0.2% | Added |
| Avestar Capital, LLC | 8,718 | $826.3K | 0.06% | −988−10.2% | Reduced |
| Ballentine Partners, LLC | 8,712 | $825.6K | 0.01% | +1,375+18.7% | Added |
| Certified Advisory Corp | 8,707 | $825.2K | 0.08% | +21+0.2% | Added |
| Moneta Group Investment Advisors LLC | 8,689 | $823.5K | 0.01% | +1,102+14.5% | Added |
| Shulman DeMeo Asset Management LLC | 8,683 | $822.9K | 0.19% | +131+1.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,618 | $816.8K | 0.11% | −1,180−12.0% | Reduced |
| Spirit of America Management Corp | 8,600 | $815.0K | 0.16% | +1,900+28.4% | Added |
| Gables Capital Management Inc. | 8,592 | $814.3K | 0.35% | +50+0.6% | Added |
| Smith, Salley & Associates | 8,568 | $812.0K | 0.04% | +227+2.7% | Added |
| Howard Capital Management Inc. | 8,561 | $811.3K | 0.01% | −164−1.9% | Reduced |
| Beaumont Financial Advisors, LLC | 8,518 | $807.2K | 0.05% | −1,015−10.6% | Reduced |
| Benin Management CORP | 8,483 | $803.9K | 0.19% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,477 | $803.4K | 0.24% | −300−3.4% | Reduced |
| Intrust Bank NA | 8,466 | $802.3K | 0.07% | −359−4.1% | Reduced |
| Garner Asset Management Corp | 8,458 | $801.5K | 0.32% | +1,002+13.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,438 | $799.6K | 0.09% | +20.0% | Added |