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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 8,335 | $799.2K | 0.22% | +567+7.3% | Added |
| Valley Brook Capital Group | 8,411 | $797.1K | 0.54% | +20.0% | Added |
| Grove Bank & Trust | 8,402 | $796.3K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,401 | $796.2K | 0.02% | +924+12.4% | Added |
| JT Stratford LLC | 8,396 | $795.7K | 0.11% | −367−4.2% | Reduced |
| North Star Investment Management Corp. | 8,372 | $793.4K | 0.05% | +6+0.1% | Added |
| Gilbert & Cook, Inc. | 8,371 | $793.3K | 0.10% | −2,341−21.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 8,369 | $793.1K | 0.03% | +520+6.6% | Added |
| Aviance Capital Partners, LLC | 8,367 | $792.9K | 0.09% | +102+1.2% | Added |
| Rodgers Brothers Inc. | 8,343 | $790.7K | 0.10% | 00.0% | Unchanged |
| West Bancorporation Inc | 8,285 | $785.2K | 0.44% | −5,535−40.1% | Reduced |
| Golden State Equity Partners | 8,269 | $783.7K | 0.13% | +316+4.0% | Added |
| Cresset Asset Management, LLC | 8,257 | $782.5K | 0.00% | +882+12.0% | Added |
| Park National Corp | 8,242 | $781.1K | 0.02% | −50−0.6% | Reduced |
| Linscomb & Williams, Inc. | 8,228 | $779.8K | 0.03% | −81−1.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 8,224 | $779.4K | 0.29% | +53+0.6% | Added |
| Successful Portfolios LLC | 8,219 | $778.9K | 0.45% | −96−1.2% | Reduced |
| World Equity Group, Inc. | 8,204 | $777.7K | 0.18% | +4,175+103.6% | Added |
| White Lighthouse Investment Management Inc. | 8,205 | $777.6K | 0.12% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 8,190 | $776.1K | 0.18% | −2,759−25.2% | Reduced |
| Autumn Glory Partners, LLC | 8,185 | $775.7K | 0.32% | 00.0% | Unchanged |
| Severin Investments, LLC | 8,123 | $769.8K | 0.68% | −2,195−21.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,123 | $769.8K | 0.05% | −773−8.7% | Reduced |
| Private Capital Management, LLC | 8,122 | $769.7K | 0.07% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 8,079 | $765.6K | 0.21% | −1,391−14.7% | Reduced |
| First National Corp | 8,069 | $764.9K | 0.15% | −635−7.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,134 | $764.9K | 0.09% | −3,479−30.0% | Reduced |
| Chesapeake Wealth Management | 8,066 | $764.4K | 0.23% | +265+3.4% | Added |
| one8zero8, LLC | 8,064 | $764.2K | 0.17% | −642−7.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,039 | $761.8K | 0.11% | +3,206+66.3% | Added |
| Geometric Wealth Advisors | 8,027 | $760.7K | 0.10% | 00.0% | Unchanged |
| Citizens Business Bank | 8,011 | $759.2K | 0.13% | +1,868+30.4% | Added |
| Bank of Jackson Hole Trust | 8,011 | $759.2K | 0.38% | +909+12.8% | Added |
| Archer Investment Corp | 8,007 | $758.8K | 0.17% | 00.0% | Unchanged |
| Blalock Williams, LLC | 7,995 | $757.7K | 0.66% | +83+1.0% | Added |
| Tradition Wealth Management, LLC | 7,991 | $757.3K | 0.06% | +392+5.2% | Added |
| Roberts Glore & Co Inc | 7,977 | $756.0K | 0.21% | −150−1.8% | Reduced |
| YHB Investment Advisors, Inc. | 7,974 | $755.7K | 0.06% | −1,494−15.8% | Reduced |
| Sar Wealth Management Group, LLC | 7,955 | $753.9K | 0.43% | +261+3.4% | Added |
| Clear Creek Financial Management, LLC | 7,947 | $753.2K | 0.07% | −1,057−11.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,935 | $752.0K | 0.15% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,894 | $748.2K | 0.05% | −53−0.7% | Reduced |
| Visionary Horizons, LLC | 7,886 | $747.4K | 0.42% | −574−6.8% | Reduced |
| WFA of San Diego, LLC | 7,860 | $744.9K | 0.51% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,858 | $744.7K | 0.05% | +197+2.6% | Added |
| Summitry LLC | 7,857 | $744.6K | 0.03% | +1,693+27.5% | Added |
| SageOak Financial, LLC | 7,844 | $743.4K | 0.55% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 7,844 | $743.4K | 0.04% | +1,330+20.4% | Added |
| Gsa Capital Partners LLP | 7,839 | $743.0K | 0.06% | +7,839 | New |
| Allred Capital Management, LLC | 7,836 | $742.6K | 0.26% | −25−0.3% | Reduced |
| McLean Asset Management Corp | 7,776 | $742.5K | 0.15% | −18−0.2% | Reduced |
| Viawealth, LLC | 7,821 | $741.2K | 0.40% | +50+0.6% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $740.6K | 0.46% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 7,805 | $739.7K | 0.09% | +660+9.2% | Added |
| Mosaic Family Wealth Partners, LLC | 7,858 | $738.0K | 0.09% | +1,497+23.5% | Added |
| Ambassador Advisors, LLC | 7,784 | $737.7K | 0.11% | +36+0.5% | Added |
| Franklin Street Advisors Inc | 7,783 | $737.6K | 0.04% | +745+10.6% | Added |
| Wealth Alliance | 7,737 | $733.2K | 0.08% | −1,099−12.4% | Reduced |
| Nations Financial Group Inc, | 7,732 | $732.8K | 0.05% | +54+0.7% | Added |
| Childress Capital Advisors, LLC | 7,680 | $727.8K | 0.13% | +1,213+18.8% | Added |
| Element Wealth, LLC | 7,669 | $726.8K | 0.32% | +420+5.8% | Added |
| Yeomans Consulting Group, Inc. | 7,659 | $726.1K | 0.25% | −1,094−12.5% | Reduced |
| Tritonpoint Wealth, LLC | 7,628 | $722.9K | 0.06% | +148+2.0% | Added |
| Dogwood Wealth Management LLC | 7,575 | $717.9K | 0.33% | −24−0.3% | Reduced |
| Qtron Investments LLC | 7,531 | $713.7K | 0.09% | −15,015−66.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,528 | $713.4K | 0.04% | −127−1.7% | Reduced |
| Northstar Advisory Group, LLC | 7,522 | $712.9K | 0.29% | −53−0.7% | Reduced |
| Skyline Advisors, Inc. | 7,507 | $711.4K | 0.25% | 00.0% | Unchanged |
| Washington Trust Co | 7,505 | $711.2K | 0.02% | −55−0.7% | Reduced |
| Banque Cantonale Vaudoise | 7,491 | $710.0K | 0.03% | −1,653−18.1% | Reduced |
| Aventura Private Wealth, LLC | 7,477 | $708.6K | 0.26% | −592−7.3% | Reduced |
| TFR Capital, LLC. | 7,468 | $707.7K | 0.24% | −43−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 7,466 | $707.5K | 0.02% | +30+0.4% | Added |
| Values First Advisors, Inc. | 7,460 | $707.0K | 0.38% | +35+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 7,443 | $705.4K | 0.01% | +51+0.7% | Added |
| M.E. Allison & Co., Inc. | 7,441 | $705.2K | 0.49% | −133−1.8% | Reduced |
| Atlas Wealth Partners, LLC | 7,422 | $703.4K | 0.72% | +295+4.1% | Added |
| Beaumont Asset Management, L.L.C. | 7,409 | $702.2K | 0.35% | +126+1.7% | Added |
| Beacon Financial Group | 7,373 | $698.7K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,367 | $698.2K | 0.03% | +529+7.7% | Added |
| WMG Financial Advisors, LLC | 7,335 | $695.1K | 0.23% | −50−0.7% | Reduced |
| Beacon Investment Advisors LLC | 7,312 | $693.0K | 0.28% | +21+0.3% | Added |
| Destination Wealth Management | 7,308 | $692.6K | 0.02% | +150+2.1% | Added |
| Wilkins Miller Wealth Management, LLC | 7,301 | $692.1K | 0.43% | −22−0.3% | Reduced |
| Park Place Capital Corp | 7,297 | $691.6K | 0.15% | +2,625+56.2% | Added |
| Abel Hall, LLC | 7,294 | $691.3K | 0.28% | −25−0.3% | Reduced |
| Atlantic Trust, LLC | 7,294 | $691.3K | 0.12% | −93−1.3% | Reduced |
| Baker Boyer National Bank | 7,257 | $687.7K | 0.23% | −325−4.3% | Reduced |
| BluePath Capital Management, LLC | 7,245 | $686.6K | 0.50% | +39+0.5% | Added |
| Investors Research Corp | 7,230 | $685.2K | 0.13% | +1,607+28.6% | Added |
| First Business Financial Services, Inc. | 7,225 | $684.7K | 0.06% | +175+2.5% | Added |
| W Advisors, LLC | 7,214 | $683.7K | 0.36% | −793−9.9% | Reduced |
| Rather & Kittrell, Inc. | 7,181 | $680.5K | 0.12% | +7,181 | New |
| Country Trust Bank | 7,178 | $680.3K | 0.01% | +59+0.8% | Added |
| City State Bank | 7,167 | $679.2K | 0.20% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,166 | $679.1K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,141 | $676.8K | 0.04% | 00.0% | Unchanged |
| American National Bank | 7,129 | $675.6K | 0.07% | +480+7.2% | Added |
| Lathrop Investment Management Corp | 7,126 | $675.0K | 0.12% | 00.0% | Unchanged |
| Abound Wealth Management | 7,118 | $674.6K | 0.17% | +33+0.5% | Added |