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 |
|---|---|---|---|---|---|
| Southland Equity Partners LLC | 4,184 | $396.5K | 0.08% | −9−0.2% | Reduced |
| Elmwood Wealth Management, Inc. | 4,180 | $396.1K | 0.14% | +180+4.5% | Added |
| Asset Dedication, LLC | 4,179 | $396.0K | 0.03% | −14−0.3% | Reduced |
| Good Steward Wealth Advisors,LLC | 4,176 | $395.8K | 0.27% | −1,239−22.9% | Reduced |
| Level Wealth Management LLC | 4,174 | $395.5K | 0.21% | +20.0% | Added |
| Symmetry Partners, LLC | 4,167 | $394.9K | 0.04% | +455+12.3% | Added |
| Brandywine Oak Private Wealth LLC | 4,162 | $394.4K | 0.03% | 00.0% | Unchanged |
| Fjell Capital, LLC | 4,158 | $394.1K | 0.35% | +4,158 | New |
| Premier Path Wealth Partners, LLC | 4,149 | $393.2K | 0.05% | +462+12.5% | Added |
| Sara-Bay Financial | 4,133 | $391.7K | 0.11% | +108+2.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,132 | $391.6K | 0.09% | −24−0.6% | Reduced |
| Uniting Wealth Partners, LLC | 4,129 | $391.3K | 0.09% | +546+15.2% | Added |
| Wealthspan Partners, LLC | 4,114 | $389.9K | 0.15% | +20.0% | Added |
| Charles Schwab Trust Co | 4,112 | $389.7K | 0.03% | −7,130−63.4% | Reduced |
| MJP Associates Inc | 4,102 | $388.8K | 0.05% | +1,018+33.0% | Added |
| Tennessee Valley Asset Management Partners | 4,093 | $387.9K | 0.05% | +4,093 | New |
| Code Waechter LLC | 3,886 | $387.4K | 0.25% | −779−16.7% | Reduced |
| American State Bank (Iowa) | 4,081 | $386.8K | 0.20% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,080 | $386.6K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,073 | $386.0K | 0.06% | +7+0.2% | Added |
| Hanson & Doremus Investment Management | 4,070 | $386.0K | 0.05% | +9+0.2% | Added |
| American Financial Advisors, LLC | 4,063 | $385.1K | 0.05% | +21+0.5% | Added |
| OneAscent Investment Solutions LLC | 4,048 | $383.6K | 0.41% | −60−1.5% | Reduced |
| United Community Bank | 4,039 | $382.8K | 0.12% | +9+0.2% | Added |
| New Hampshire Trust | 4,019 | $380.9K | 0.07% | +83+2.1% | Added |
| Monument Capital Management | 4,019 | $380.8K | 0.10% | −40−1.0% | Reduced |
| Fagan Associates, Inc. | 4,011 | $380.2K | 0.05% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 4,005 | $379.6K | 0.04% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,536 | $378.7K | 0.12% | +246+5.7% | Added |
| HC Advisors, LLC | 3,988 | $377.9K | 0.27% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,983 | $377.5K | 0.12% | +809+25.5% | Added |
| Huntleigh Advisors, Inc. | 3,977 | $376.9K | 0.06% | +7+0.2% | Added |
| Financial Advisors, LLC | 3,977 | $376.9K | 0.07% | +32+0.8% | Added |
| Trilogy Capital Inc. | 3,960 | $375.3K | 0.02% | −92−2.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3,958 | $375.1K | 0.11% | +187+5.0% | Added |
| Shell Asset Management Co | 3,961 | $375.0K | 0.04% | −2,807−41.5% | Reduced |
| D'Orazio & Associates, Inc. | 3,948 | $374.2K | 0.05% | +87+2.3% | Added |
| Mogy Joel R Investment Counsel Inc | 3,933 | $372.7K | 0.02% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,929 | $372.3K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 3,928 | $372.3K | 0.02% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,918 | $371.3K | 0.11% | −554−12.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,879 | $367.6K | 0.18% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,877 | $367.4K | 0.18% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,867 | $366.5K | 0.15% | −5−0.1% | Reduced |
| Narwhal Capital Management | 3,859 | $365.7K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,854 | $365.3K | 0.04% | +10.0% | Added |
| Byrne Asset Management LLC | – | $364.9K | 0.23% | – | – |
| Catalyst Financial Partners LLC | 3,849 | $364.8K | 0.04% | +106+2.8% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $360.3K | 0.09% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,799 | $360.0K | 0.06% | +10.0% | Added |
| Enclave Advisors LLC | 3,795 | $359.7K | 0.05% | −12−0.3% | Reduced |
| Private Wealth Asset Management, LLC | 3,795 | $359.7K | 0.04% | +252+7.1% | Added |
| Peak Retirement Planning, Inc. | 3,792 | $359.3K | 0.10% | +794+26.5% | Added |
| King Wealth | 3,783 | $359.0K | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,641 | $358.4K | 0.24% | +145+4.1% | Added |
| Woodard & Co Asset Management Group Inc | 3,770 | $357.3K | 0.06% | +100+2.7% | Added |
| AA Financial Advisors, LLC | 3,753 | $355.7K | 0.07% | −19−0.5% | Reduced |
| O'Brien Greene & Co. Inc | 3,750 | $355.4K | 0.11% | −71−1.9% | Reduced |
| Second Half Financial Partners, LLC | 3,749 | $355.3K | 0.16% | −12−0.3% | Reduced |
| Thompson Investment Management, Inc. | 3,746 | $355.0K | 0.05% | −382−9.3% | Reduced |
| Lloyd Advisory Services, LLC. | 3,731 | $353.7K | 0.17% | +426+12.9% | Added |
| Bourne Lent Asset Management Inc | 3,731 | $353.6K | 0.13% | −200−5.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,726 | $353.1K | 0.01% | +10.0% | Added |
| Birch Financial Group, LLC | 3,703 | $351.0K | 0.21% | +457+14.1% | Added |
| Ellis Investment Partners, LLC | 3,694 | $350.2K | 0.06% | −42−1.1% | Reduced |
| Moseley Investment Management Inc | 3,682 | $348.9K | 0.11% | −909−19.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,675 | $348.2K | 0.09% | +5+0.1% | Added |
| Retirement Income Solutions, Inc | 3,673 | $348.1K | 0.06% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,660 | $346.8K | 0.02% | −10.0% | Reduced |
| Latitude Advisors, LLC | 3,654 | $346.3K | 0.16% | +31+0.9% | Added |
| OMNI 360 Wealth, Inc. | 3,628 | $343.8K | 0.19% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,615 | $342.6K | 0.16% | +807+28.7% | Added |
| Keb Asset Management, LLC | 3,603 | $341.5K | 0.08% | +3,603 | New |
| IFC Advisors LLC | 3,595 | $340.7K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,586 | $339.8K | 0.18% | 00.0% | Unchanged |
| Madden Securities Corp | 3,575 | $338.8K | 0.10% | −83−2.3% | Reduced |
| Clarius Group, LLC | 3,574 | $338.7K | 0.02% | −2,341−39.6% | Reduced |
| Sunbelt Securities, Inc. | 3,563 | $337.7K | 0.02% | −2,063−36.7% | Reduced |
| First Citizens Financial Corp | 3,555 | $336.9K | 0.17% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,548 | $336.2K | 0.07% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,550 | $336.0K | 0.14% | +400+12.7% | Added |
| Wealth Management Nebraska | 3,544 | $335.9K | 0.04% | +13+0.4% | Added |
| MidWestOne Financial Group, Inc. | 3,532 | $334.7K | 0.04% | −75−2.1% | Reduced |
| Shufro Rose & Co LLC | 3,627 | $333.5K | 0.03% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 3,503 | $332.0K | 0.07% | +28+0.8% | Added |
| St. Louis Trust Co | 3,500 | $331.7K | 0.04% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,496 | $331.3K | 0.12% | +11+0.3% | Added |
| Virtue Capital Management, LLC | 12,816 | $331.3K | 0.07% | +8,707+211.9% | Added |
| New Republic Capital, LLC | 3,493 | $331.0K | 0.10% | −191−5.2% | Reduced |
| Wayfinding Financial, LLC | 3,495 | $331.0K | 0.14% | +23+0.7% | Added |
| Magnolia Wealth Management, LLC | 3,492 | $330.9K | 0.20% | +150+4.5% | Added |
| Integris Wealth Management, LLC | 3,488 | $330.6K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 3,487 | $330.5K | 0.08% | −175−4.8% | Reduced |
| Warwick Investment Management, Inc. | 3,477 | $329.5K | 0.06% | +183+5.6% | Added |
| Oppenheimer Asset Management Inc. | 3,469 | $328.8K | 0.00% | −1,056−23.3% | Reduced |
| Cannon Wealth Management Services, LLC | 3,466 | $328.5K | 0.25% | +602+21.0% | Added |
| White Pine Capital LLC | 3,464 | $328.3K | 0.09% | +3,464 | New |
| Power Wealth Management LLC | 3,459 | $327.8K | 0.12% | +17+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 3,448 | $326.8K | 0.01% | +913+36.0% | Added |
| WealthBridge Capital Management, LLC | 3,443 | $326.3K | 0.08% | −17−0.5% | Reduced |