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 |
|---|---|---|---|---|---|
| Maia Wealth LLC | 5,110 | $463.8K | 0.08% | +2,088+69.1% | Added |
| Lokken Investment Group LLC | 4,873 | $461.8K | 0.16% | +176+3.7% | Added |
| NFP Retirement, Inc. | 4,872 | $461.7K | 0.03% | −259−5.0% | Reduced |
| Rise Advisors, LLC | 4,871 | $461.6K | 0.17% | −83−1.7% | Reduced |
| RB Capital Management, LLC | 4,868 | $461.3K | 0.10% | +268+5.8% | Added |
| Fulton Breakefield Broenniman LLC | 4,866 | $461.2K | 0.03% | +333+7.3% | Added |
| CMG Global Holdings, LLC | 4,610 | $459.7K | 0.22% | −50−1.1% | Reduced |
| Fusion Capital, LLC | 4,887 | $459.6K | 0.13% | −66−1.3% | Reduced |
| McGowan Group Asset Management, Inc. | 4,843 | $458.9K | 0.06% | +85+1.8% | Added |
| Rosenberg Matthew Hamilton | 4,824 | $457.2K | 0.10% | +52+1.1% | Added |
| Claris Financial LLC | 4,819 | $456.7K | 0.26% | +504+11.7% | Added |
| Coppell Advisory Solutions LLC | 4,859 | $456.3K | 0.05% | +123+2.6% | Added |
| LVM Capital Management Ltd | 4,807 | $456.0K | 0.04% | +4,807 | New |
| Sigma Investment Counselors Inc | 4,808 | $455.6K | 0.02% | −322−6.3% | Reduced |
| Cim Investment Mangement Inc | 4,804 | $455.3K | 0.12% | −46−0.9% | Reduced |
| Seelaus Asset Management LLC | 4,793 | $454.2K | 0.36% | +280+6.2% | Added |
| Nadler Financial Group, Inc. | 4,775 | $452.5K | 0.04% | 00.0% | Unchanged |
| Drake & Associates, LLC | 4,947 | $452.2K | 0.09% | −1,068−17.8% | Reduced |
| Resolute Wealth Strategies, LLC | 4,751 | $450.3K | 0.21% | +4+0.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $447.0K | 0.32% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,713 | $446.7K | 0.01% | +1,928+69.2% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,710 | $446.4K | 0.18% | +406+9.4% | Added |
| Boston Research & Management Inc | 4,710 | $446.4K | 0.10% | 00.0% | Unchanged |
| Manske Wealth Management | 4,707 | $446.0K | 0.14% | −170−3.5% | Reduced |
| First American Trust, FSB | 4,706 | $446.0K | 0.03% | +1,565+49.8% | Added |
| Godsey & Gibb Associates | 4,703 | $445.7K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,691 | $444.6K | 0.01% | +482+11.5% | Added |
| GeoWealth Management, LLC | 4,689 | $444.4K | 0.02% | +227+5.1% | Added |
| OneAscent Family Office, LLC | 4,681 | $443.6K | 0.36% | −48−1.0% | Reduced |
| MKT Advisors LLC | 4,668 | $442.5K | 0.16% | −125−2.6% | Reduced |
| Tranquility Partners, LLC | 4,665 | $442.1K | 0.15% | −89−1.9% | Reduced |
| MBM Wealth Consultants, LLC | 4,660 | $441.7K | 0.11% | +85+1.9% | Added |
| Auxano Advisors, LLC | 4,657 | $441.3K | 0.09% | +159+3.5% | Added |
| Syntegra Private Wealth Group, LLC | 4,651 | $440.8K | 0.04% | −30−0.6% | Reduced |
| Thomas Story & Son LLC | 4,650 | $440.7K | 0.16% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,629 | $438.7K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,620 | $437.8K | 0.09% | +2,004+76.6% | Added |
| Soltis Investment Advisors LLC | 4,619 | $437.7K | 0.03% | +923+25.0% | Added |
| Resonant Capital Advisors, LLC | 4,609 | $436.8K | 0.03% | +1,096+31.2% | Added |
| Adviser Investments LLC | 4,608 | $436.7K | 0.00% | +40+0.9% | Added |
| Klingman & Associates, LLC | 4,586 | $434.6K | 0.02% | +475+11.6% | Added |
| Green Harvest Asset Management LLC | 4,585 | $434.5K | 0.01% | +54+1.2% | Added |
| McKinley Carter Wealth Services, Inc. | 4,571 | $433.2K | 0.02% | −486−9.6% | Reduced |
| Firestone Capital Management | 4,564 | $432.5K | 0.09% | −55−1.2% | Reduced |
| Forum Financial Management, LP | 4,557 | $431.9K | 0.01% | −1,532−25.2% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $431.2K | 0.31% | 00.0% | Unchanged |
| Leo Wealth, LLC | 4,540 | $430.2K | 0.06% | −27,763−85.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,538 | $430.1K | 0.03% | +188+4.3% | Added |
| J. L. Bainbridge & Co., Inc. | 4,527 | $429.0K | 0.04% | +4+0.1% | Added |
| Truvestments Capital LLC | 4,523 | $428.6K | 0.08% | +172+4.0% | Added |
| Legacy Trust | 4,521 | $428.5K | 0.08% | +4,521 | New |
| SNS Financial Group, LLC | 4,489 | $425.4K | 0.04% | +30+0.7% | Added |
| Orca Wealth Management, LLC | 4,487 | $425.2K | 0.32% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,475 | $424.1K | 0.24% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 4,475 | $424.1K | 0.08% | 00.0% | Unchanged |
| Investment House LLC | 4,458 | $422.5K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,456 | $422.3K | 0.12% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 4,454 | $422.1K | 0.09% | −3−0.1% | Reduced |
| Scotia Capital Inc. | 4,448 | $421.6K | 0.00% | +175+4.1% | Added |
| Willis Investment Counsel | 4,447 | $421.4K | 0.02% | −100−2.2% | Reduced |
| BCS Wealth Management | 4,430 | $419.8K | 0.09% | −142−3.1% | Reduced |
| KMG Fiduciary Partners, LLC | 4,429 | $419.7K | 0.03% | +3+0.1% | Added |
| Members Wealth LLC | 4,425 | $419.5K | 0.27% | +4,425 | New |
| Crews Bank & Trust | 4,425 | $419.4K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,421 | $419.0K | 0.02% | −1,231−21.8% | Reduced |
| Quent Capital, LLC | 4,421 | $418.9K | 0.04% | −187−4.1% | Reduced |
| L.M. Kohn & Company | 4,390 | $416.0K | 0.50% | −2,215−33.5% | Reduced |
| Hall Capital Management Co Inc | 4,386 | $415.7K | 0.16% | −141−3.1% | Reduced |
| Bullock Wealth Management Group | 4,371 | $414.3K | 0.21% | +25+0.6% | Added |
| GEM Asset Management, LLC | 4,290 | $413.6K | 0.20% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,363 | $413.5K | 0.14% | −13−0.3% | Reduced |
| Plancorp, LLC | 4,355 | $412.7K | 0.01% | −15−0.3% | Reduced |
| KG&L Capital Management,LLC | 4,411 | $412.5K | 0.11% | −162−3.5% | Reduced |
| Univest Financial Corp | 4,351 | $412.3K | 0.02% | −400−8.4% | Reduced |
| Flaharty Asset Management, LLC | 4,350 | $412.3K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 4,344 | $411.7K | 0.05% | −539−11.0% | Reduced |
| Banyan Capital Management, Inc. | 4,325 | $409.9K | 0.19% | +4,325 | New |
| Campion Asset Management LLC | 4,314 | $408.8K | 0.29% | −149−3.3% | Reduced |
| Longview Financial Advisors, Inc. | 4,313 | $408.8K | 0.29% | −198−4.4% | Reduced |
| Ferguson Shapiro LLC | 4,309 | $408.3K | 0.13% | +4+0.1% | Added |
| Chapin Davis, Inc. | 4,291 | $406.7K | 0.10% | +4,291 | New |
| Pitcairn Co | 4,281 | $405.7K | 0.03% | −332−7.2% | Reduced |
| JB Capital LLC | 4,278 | $405.5K | 0.02% | −781−15.4% | Reduced |
| Capital Asset Advisory Services LLC | 4,264 | $404.1K | 0.02% | −119−2.7% | Reduced |
| VeraBank, N.A. | 4,262 | $403.9K | 0.08% | +200+4.9% | Added |
| Cape Cod Five Cents Savings Bank | 4,475 | $403.6K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,257 | $403.4K | 0.02% | +278+7.0% | Added |
| Hodges Capital Management Inc. | 4,250 | $402.8K | 0.03% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 4,248 | $402.6K | 0.37% | +265+6.7% | Added |
| ESL Trust Services, LLC | 4,243 | $402.1K | 0.08% | +243+6.1% | Added |
| Keynote Financial Services LLC | 4,238 | $401.6K | 0.24% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,232 | $401.1K | 0.01% | +272+6.9% | Added |
| Independence Bank of Kentucky | 4,230 | $400.9K | 0.05% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,227 | $400.6K | 0.23% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,213 | $400.5K | 0.04% | +442+11.7% | Added |
| Wealth Quarterback LLC | 4,221 | $400.1K | 0.15% | −616−12.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,205 | $398.5K | 0.04% | +29+0.7% | Added |
| Radnor Capital Management, LLC | 4,200 | $398.0K | 0.06% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,190 | $397.1K | 0.02% | +860+25.8% | Added |
| Trust Co of Toledo NA | 4,184 | $396.5K | 0.04% | 00.0% | Unchanged |