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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 5,756 | $545.5K | 0.08% | +93+1.6% | Added |
| Outfitter Financial LLC | 5,755 | $545.4K | 0.44% | +975+20.4% | Added |
| Bayforest Capital Ltd | 5,749 | $544.8K | 0.26% | +5,749 | New |
| Arrow Financial Corp | 5,742 | $544.2K | 0.06% | +894+18.4% | Added |
| O'Rourke & Company, Inc | 5,728 | $542.8K | 0.23% | −56−1.0% | Reduced |
| Patten Group, Inc. | 5,702 | $540.4K | 0.11% | +635+12.5% | Added |
| Maridea Wealth Management LLC | 5,529 | $540.1K | 0.08% | −10,911−66.4% | Reduced |
| Bath Savings Trust Co | 5,675 | $537.8K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,663 | $536.7K | 0.25% | −222−3.8% | Reduced |
| Knollwood Investment Advisory, LLC | 5,663 | $536.7K | 0.05% | −113−2.0% | Reduced |
| Vista Investment Partners II, LLC | 5,663 | $536.6K | 0.25% | −38−0.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,650 | $535.5K | 0.31% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5,640 | $534.5K | 0.10% | −5−0.1% | Reduced |
| LCNB Corp | 5,636 | $534.1K | 0.19% | −459−7.5% | Reduced |
| Avidian Wealth Solutions, LLC | 5,634 | $533.9K | 0.02% | +937+19.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,633 | $533.9K | 0.10% | −397−6.6% | Reduced |
| Wolverine Trading, LLC | 5,680 | $533.4K | 0.01% | +5,680 | New |
| Davy Global Fund Management Ltd | 5,625 | $533.1K | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,608 | $531.5K | 0.16% | +568+11.3% | Added |
| Point72 Asset Management, L.P. | 5,600 | $530.7K | 0.00% | −1,191,902−99.5% | Reduced |
| Drive Wealth Management, LLC | 5,600 | $530.7K | 0.11% | +291+5.5% | Added |
| TBH Global Asset Management, LLC | 5,584 | $529.2K | 0.10% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,576 | $528.4K | 0.24% | +72+1.3% | Added |
| Altfest L J & Co Inc | 5,557 | $526.7K | 0.06% | +333+6.4% | Added |
| Motco | 5,554 | $526.4K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,552 | $526.3K | 0.03% | −53−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,546 | $525.6K | 0.06% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 5,539 | $524.9K | 0.52% | −473−7.9% | Reduced |
| Bill Few Associates, Inc. | 5,533 | $524.4K | 0.14% | −694−11.1% | Reduced |
| Hickory Point Bank & Trust | 5,532 | $524.3K | 0.39% | −211−3.7% | Reduced |
| Financial Engines Advisors L.L.C. | 5,513 | $522.5K | 0.00% | +5,513 | New |
| 1st Source Bank | 5,501 | $521.3K | 0.03% | −17−0.3% | Reduced |
| Two Sigma Advisers, LP | 5,500 | $521.2K | 0.00% | +5,500 | New |
| Donald L. Hagan, LLC | 5,484 | $519.7K | 0.26% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 5,483 | $519.6K | 0.13% | +405+8.0% | Added |
| Bienville Capital Management, LLC | 5,482 | $519.6K | 0.10% | +40+0.7% | Added |
| Doliver Advisors, LP | 5,478 | $519.1K | 0.13% | 00.0% | Unchanged |
| SCS Capital Management LLC | 5,474 | $518.7K | 0.01% | −123−2.2% | Reduced |
| Charter Trust Co | 5,457 | $517.2K | 0.03% | −300−5.2% | Reduced |
| Mathes Company, Inc. | 5,450 | $516.0K | 0.19% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,423 | $513.9K | 0.18% | +500+10.2% | Added |
| Pinnacle West Asset Management, Inc. | 5,410 | $513.0K | 0.33% | +15+0.3% | Added |
| BOS Asset Management, LLC | 5,401 | $511.8K | 0.14% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 5,398 | $511.5K | 0.04% | −3−0.1% | Reduced |
| Calton & Associates, Inc. | 5,397 | $511.5K | 0.08% | −42−0.8% | Reduced |
| Atlas Brown,Inc. | 5,393 | $511.1K | 0.15% | −161−2.9% | Reduced |
| Asset Planning Corporation | 5,390 | $510.8K | 0.24% | 00.0% | Unchanged |
| David Loasby | 5,294 | $510.5K | 0.04% | −23−0.4% | Reduced |
| Clarity Wealth Development LLC | 5,396 | $506.7K | 0.46% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,333 | $505.6K | 0.08% | +136+2.6% | Added |
| Duncker Streett & Co Inc | 5,315 | $503.7K | 0.09% | +700+15.2% | Added |
| Consolidated Portfolio Review Corp | 5,314 | $503.6K | 0.06% | −122−2.2% | Reduced |
| Intrua Financial, LLC | 5,265 | $499.0K | 0.06% | −1,256−19.3% | Reduced |
| Steel Peak Wealth Management LLC | 5,263 | $498.8K | 0.02% | −3,876−42.4% | Reduced |
| Hartline Investment Corp | 5,260 | $498.5K | 0.05% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,250 | $497.5K | 0.09% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,249 | $497.5K | 0.13% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,233 | $495.9K | 0.04% | +796+17.9% | Added |
| Inscription Capital, LLC | 5,225 | $495.2K | 0.05% | +136+2.7% | Added |
| Cohen Investment Advisors LLC | 5,199 | $492.7K | 0.24% | +122+2.4% | Added |
| Eastover Investment Advisors LLC | 5,185 | $491.4K | 0.21% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,171 | $490.1K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,168 | $489.8K | 0.03% | −15,190−74.6% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $489.0K | 0.28% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 5,155 | $488.6K | 0.18% | −90−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 5,155 | $488.5K | 0.03% | +108+2.1% | Added |
| Bey-Douglas LLC | 5,145 | $487.6K | 0.36% | −121−2.3% | Reduced |
| L2 Asset Management, LLC | 5,142 | $487.3K | 0.07% | +237+4.8% | Added |
| WealthTrust Axiom LLC | 5,138 | $486.9K | 0.13% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 5,286 | $485.4K | 0.55% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,121 | $485.4K | 0.04% | −1,120−17.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $483.7K | 0.25% | −80−1.5% | Reduced |
| Wilkins Investment Counsel Inc | 5,100 | $483.3K | 0.07% | −300−5.6% | Reduced |
| Monograph Wealth Advisors, LLC | 5,075 | $481.0K | 0.05% | −13−0.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,060 | $480.0K | 0.09% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,064 | $479.9K | 0.01% | +338+7.2% | Added |
| First Foundation Advisors | 5,057 | $479.3K | 0.02% | +1,743+52.6% | Added |
| Cozad Asset Management Inc | 5,050 | $478.6K | 0.04% | −300−5.6% | Reduced |
| Capital Investment Counsel, Inc | 5,038 | $477.4K | 0.06% | 00.0% | Unchanged |
| Wynn Capital, LLC | 5,026 | $476.3K | 0.23% | −10−0.2% | Reduced |
| Tributary Capital Management, LLC | 5,025 | $476.2K | 0.04% | −290−5.5% | Reduced |
| 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 |
| Independent Financial Group, LLC | 4,999 | $473.7K | 0.01% | +71+1.4% | Added |
| Gratus Wealth Advisors, LLC | 4,995 | $473.4K | 0.07% | +15+0.3% | Added |
| Gentry Private Wealth, LLC | 4,991 | $473.0K | 0.33% | +114+2.3% | Added |
| Inspire Advisors, LLC | 4,982 | $472.1K | 0.05% | −4,117−45.2% | Reduced |
| RMB Capital Management, LLC | 4,969 | $470.9K | 0.01% | +1,693+51.7% | Added |
| Bridgewater Advisors Inc. | 5,437 | $470.2K | 0.03% | +101+1.9% | Added |
| Trust Co of the South | 4,957 | $469.8K | 0.08% | +525+11.8% | Added |
| Beese Fulmer Investment Management, Inc. | 4,937 | $467.9K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,935 | $467.7K | 0.04% | +500+11.3% | Added |
| Bank of New Hampshire | 4,932 | $467.4K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,929 | $467.1K | 0.06% | +2,219+81.9% | Added |
| Veracity Capital LLC | 4,925 | $466.7K | 0.15% | −15−0.3% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $466.2K | 0.03% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,902 | $464.6K | 0.08% | −498−9.2% | Reduced |
| AdviceOne Advisory Services, LLC | 4,900 | $464.4K | 0.31% | +267+5.8% | Added |
| Robertson Stephens Wealth Management, LLC | 4,899 | $464.3K | 0.01% | −723−12.9% | Reduced |