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 |
|---|---|---|---|---|---|
| Richwood Investment Advisors, LLC | 7,108 | $673.6K | 0.53% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,090 | $671.9K | 0.06% | −251−3.4% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $671.9K | 0.34% | 00.0% | Unchanged |
| Sentry LLC | 7,089 | $671.8K | 0.17% | +4+0.1% | Added |
| Davidson Trust Co | 7,053 | $668.4K | 0.28% | +391+5.9% | Added |
| Greenup Street Wealth Management LLC | 7,039 | $667.1K | 0.10% | +25+0.4% | Added |
| Cooper Financial Group | 7,032 | $666.4K | 0.07% | +2,079+42.0% | Added |
| Financial Enhancement Group LLC | 6,928 | $666.3K | 0.09% | +10.0% | Added |
| David J Yvars Group | 7,015 | $664.8K | 0.36% | −222−3.1% | Reduced |
| Summit Asset Management, LLC | 7,010 | $664.3K | 0.10% | +15+0.2% | Added |
| Archetype Wealth Partners | 7,006 | $664.0K | 0.08% | +2,460+54.1% | Added |
| Conning Inc. | 6,974 | $660.9K | 0.02% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 6,940 | $657.7K | 0.51% | +901+14.9% | Added |
| Chicago Capital, LLC | 6,891 | $653.1K | 0.02% | −100−1.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $653.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 6,884 | $652.4K | 0.12% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,929 | $650.6K | 0.02% | +3,089+80.4% | Added |
| Howe & Rusling Inc | 6,863 | $650.4K | 0.04% | +535+8.5% | Added |
| Novare Capital Management LLC | 6,830 | $647.3K | 0.05% | −2,973−30.3% | Reduced |
| MBL Wealth, LLC | 6,821 | $646.4K | 0.06% | +1,445+26.9% | Added |
| Van Hulzen Asset Management, LLC | 6,811 | $645.5K | 0.05% | −38−0.6% | Reduced |
| Client 1st Advisory Group, LLC | 6,803 | $644.8K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,795 | $643.9K | 0.08% | −673−9.0% | Reduced |
| Stokes Capital Advisors, LLC | 6,794 | $643.9K | 0.15% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 6,929 | $636.0K | 0.05% | 00.0% | Unchanged |
| Finward Bancorp | 6,686 | $633.6K | 0.48% | −170−2.5% | Reduced |
| Builder Investment Group Inc | 6,662 | $631.4K | 0.14% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,659 | $631.1K | 0.18% | −204−3.0% | Reduced |
| SevenBridge Financial Group, LLC | 6,852 | $629.6K | 0.10% | −1,932−22.0% | Reduced |
| Alpha Cubed Investments, LLC | 6,640 | $629.3K | 0.02% | −505−7.1% | Reduced |
| Cidel Asset Management Inc | 6,638 | $629.1K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 6,625 | $628.0K | 0.05% | −570−7.9% | Reduced |
| Capital Group Private Client Services, Inc. | 6,615 | $626.9K | 0.01% | −27,819−80.8% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $623.6K | 0.19% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,580 | $623.6K | 0.17% | +572+9.5% | Added |
| CVFG LLC | 6,550 | $620.7K | 0.45% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,546 | $620.4K | 0.01% | +484+8.0% | Added |
| Retirement Guys Formula LLC | 6,539 | $619.7K | 0.22% | +6,539 | New |
| Beta Wealth Group, Inc. | 6,521 | $618.0K | 0.24% | −6−0.1% | Reduced |
| Cranbrook Wealth Management, LLC | 6,509 | $616.9K | 0.12% | +473+7.8% | Added |
| Colonial Trust Advisors | 6,484 | $614.5K | 0.05% | +1,015+18.6% | Added |
| Congress Asset Management Co | 6,482 | $614.3K | 0.00% | −51−0.8% | Reduced |
| Thrive Wealth Management, LLC | 6,479 | $614.0K | 0.09% | +23+0.4% | Added |
| Trust Co of Virginia | 6,468 | $613.0K | 0.05% | +200+3.2% | Added |
| First Command Advisory Services, Inc. | 6,465 | $612.7K | 0.00% | −883−12.0% | Reduced |
| River Wealth Advisors LLC | 6,456 | $611.8K | 0.07% | +20.0% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $606.2K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,388 | $605.4K | 0.02% | +2,043+47.0% | Added |
| Cordatus Wealth Management LLC | 6,387 | $605.1K | 0.14% | +13+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 6,275 | $603.5K | 0.06% | −7,705−55.1% | Reduced |
| Pure Financial Advisors, Inc. | 6,357 | $602.5K | 0.01% | +1,063+20.1% | Added |
| Thoroughbred Financial Services, LLC | 6,355 | $602.0K | 0.04% | +6+0.1% | Added |
| Strategies Wealth Advisors, LLC | 6,339 | $600.8K | 0.06% | +20.0% | Added |
| Mindset Wealth Management, LLC | 6,327 | $599.6K | 0.16% | +20.0% | Added |
| Lowe Brockenbrough & Co Inc | 6,320 | $598.9K | 0.03% | −150−2.3% | Reduced |
| Broyhill Asset Management | 6,317 | $598.7K | 0.52% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,288 | $595.9K | 0.00% | −14,816−70.2% | Reduced |
| Legacy Financial Strategies, LLC | 6,267 | $593.9K | 0.11% | +292+4.9% | Added |
| 3Chopt Investment Partners, LLC | 6,261 | $593.4K | 0.14% | 00.0% | Unchanged |
| Searle & Co. | 6,258 | $593.1K | 0.16% | −992−13.7% | Reduced |
| Mirador Capital Partners LP | 6,233 | $590.7K | 0.08% | −87−1.4% | Reduced |
| Heritage Wealth Advisors | 6,229 | $590.3K | 0.03% | 00.0% | Unchanged |
| PFW Advisors LLC | 6,201 | $587.7K | 0.17% | +10.0% | Added |
| United Capital Management of KS, Inc. | 6,191 | $586.7K | 0.08% | +59+1.0% | Added |
| BCR Wealth Strategies, LLC | 6,190 | $586.0K | 0.21% | −102−1.6% | Reduced |
| Concentric Capital Strategies, LP | 6,179 | $585.6K | 0.03% | +6,179 | New |
| SFMG, LLC | 6,174 | $585.1K | 0.04% | −135−2.1% | Reduced |
| Chicago Trust Co NA | 6,166 | $584.4K | 0.08% | −4,563−42.5% | Reduced |
| Worth Financial Advisory Group, LLC | 6,154 | $583.2K | 0.33% | +157+2.6% | Added |
| Fortress Private Ledger, LLC | 6,149 | $582.7K | 0.21% | −9−0.1% | Reduced |
| PDS Planning, Inc | 6,145 | $582.4K | 0.04% | +111+1.8% | Added |
| Holistic Planning, LLC | 6,134 | $581.3K | 0.15% | +1,146+23.0% | Added |
| Novak & Powell Financial Services, Inc. | 6,125 | $580.4K | 0.31% | −100−1.6% | Reduced |
| Investment Planning Advisors, Inc. | 6,120 | $580.0K | 0.18% | +1,109+22.1% | Added |
| Syverson Strege & Co | 6,083 | $576.5K | 0.14% | −335−5.2% | Reduced |
| Camden Capital, LLC | 6,081 | $576.3K | 0.04% | +1,362+28.9% | Added |
| Midland Wealth Advisors LLC | 6,073 | $575.5K | 0.03% | −675−10.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,063 | $574.6K | 0.20% | +161+2.7% | Added |
| Paragon Private Wealth Management, LLC | 6,063 | $574.6K | 0.19% | +1,723+39.7% | Added |
| Trinity Financial Advisors LLC | 6,051 | $573.4K | 0.17% | +17+0.3% | Added |
| Ballew Advisors, Inc | 5,741 | $572.2K | 0.32% | +3+0.1% | Added |
| Integras Partners LLC | 6,025 | $571.0K | 0.46% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 6,020 | $570.5K | 0.21% | −1,000−14.2% | Reduced |
| Keebeck Wealth Management, LLC | 5,988 | $567.5K | 0.07% | +130+2.2% | Added |
| Red Wave Investments LLC | 5,981 | $566.8K | 0.17% | −26−0.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,871 | $564.6K | 0.15% | −393−6.3% | Reduced |
| Verus Financial Partners, Inc. | 5,950 | $563.9K | 0.05% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,947 | $563.6K | 0.03% | −10−0.2% | Reduced |
| Diligent Investors, LLC | 5,929 | $561.9K | 0.14% | +70+1.2% | Added |
| Reliant Investment Partners, LLC | 5,943 | $561.9K | 0.44% | −99−1.6% | Reduced |
| Wiser Wealth Management, Inc | 5,897 | $558.9K | 0.13% | +21+0.4% | Added |
| Schulhoff & Co Inc | 5,875 | $556.8K | 0.24% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,867 | $556.0K | 0.21% | 00.0% | Unchanged |
| Orion Investment Co | 5,845 | $553.9K | 0.18% | −166−2.8% | Reduced |
| Formidable Asset Management, LLC | 6,029 | $553.6K | 0.09% | −999−14.2% | Reduced |
| Nilsine Partners, LLC | 5,841 | $553.6K | 0.05% | −262−4.3% | Reduced |
| Cross Staff Investments Inc | 5,835 | $553.0K | 0.39% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 5,833 | $552.8K | 0.03% | +464+8.6% | Added |
| Optimum Investment Advisors | 5,833 | $552.8K | 0.22% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,775 | $547.3K | 0.04% | +3+0.1% | Added |