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 |
|---|---|---|---|---|---|
| PFG Advisors | 3,440 | $326.1K | 0.01% | +891+35.0% | Added |
| First National Bank of Hutchinson | 3,434 | $325.4K | 0.17% | +3,434 | New |
| KLCM Advisors, Inc. | 3,428 | $324.9K | 0.03% | +566+19.8% | Added |
| Signal Advisors Wealth, LLC | 3,428 | $324.9K | 0.03% | −4,564−57.1% | Reduced |
| Hanlon Investment Management, Inc. | 3,427 | $324.8K | 0.20% | +799+30.4% | Added |
| Cedar Mountain Advisors, LLC | 3,425 | $324.6K | 0.06% | +84+2.5% | Added |
| Ameritas Advisory Services, LLC | 3,421 | $324.2K | 0.02% | −16,116−82.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,402 | $322.4K | 0.01% | −451−11.7% | Reduced |
| Phoenix Holdings Ltd. | 3,398 | $322.2K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,400 | $322.2K | 0.01% | +450+15.3% | Added |
| FCG Investment Co | 3,393 | $321.6K | 0.15% | +101+3.1% | Added |
| Leslie Global Wealth, LLC | 3,390 | $321.3K | 0.15% | +4+0.1% | Added |
| Madrona Financial Services, LLC | 3,389 | $321.2K | 0.07% | +36+1.1% | Added |
| Financial Harvest, LLC | 3,381 | $320.4K | 0.22% | +18+0.5% | Added |
| Appleton Partners Inc | 3,375 | $320.0K | 0.02% | −48−1.4% | Reduced |
| DLK Investment Management, LLC | 3,375 | $319.8K | 0.12% | +3,375 | New |
| Capital City Trust Co | 3,367 | $319.1K | 0.08% | −458−12.0% | Reduced |
| von Borstel & Associates, Inc. | 3,509 | $318.0K | 0.05% | +3,509 | New |
| Stonebridge Capital Advisors LLC | 3,353 | $317.7K | 0.02% | −222−6.2% | Reduced |
| Patriot Investment Management Inc. | 3,350 | $317.5K | 0.02% | −59−1.7% | Reduced |
| DF Dent & Co Inc | 3,341 | $316.6K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,340 | $316.6K | 0.03% | +3,340 | New |
| Fieldview Capital Management, LLC | 3,336 | $316.2K | 0.05% | +3,336 | New |
| Fortitude Advisory Group L.L.C. | 3,328 | $315.4K | 0.17% | −56−1.7% | Reduced |
| Sound Income Strategies, LLC | 3,273 | $314.7K | 0.02% | −7,846−70.6% | Reduced |
| Mallini Complete Financial Planning LLC | – | $314.0K | 0.26% | – | – |
| Brass Tax Wealth Management, Inc | 3,310 | $313.7K | 0.05% | −576−14.8% | Reduced |
| Alpha Omega Wealth Management LLC | 3,307 | $313.4K | 0.05% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,305 | $313.2K | 0.06% | +74+2.3% | Added |
| STAR Financial Bank | 3,300 | $312.7K | 0.18% | −755−18.6% | Reduced |
| Moody National Bank Trust Division | 3,298 | $312.6K | 0.03% | −2,378−41.9% | Reduced |
| May Hill Capital, LLC | 3,296 | $312.4K | 0.09% | +41+1.3% | Added |
| Summit Wealth Partners, LLC | 3,290 | $311.8K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,286 | $311.4K | 0.05% | +302+10.1% | Added |
| PBMares Wealth Management LLC | 3,281 | $311.0K | 0.05% | +10.0% | Added |
| MBE Wealth Management, LLC | 3,280 | $310.9K | 0.13% | +451+15.9% | Added |
| Aspen Grove Capital, LLC | 3,278 | $310.7K | 0.05% | −234−6.7% | Reduced |
| Pure Portfolios Holdings LLC | 3,278 | $310.6K | 0.10% | +4+0.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $310.3K | 0.25% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3,272 | $310.2K | 0.19% | +411+14.4% | Added |
| Acorns Advisers, LLC | 3,271 | $310.0K | 0.00% | +586+21.8% | Added |
| SkyOak Wealth, LLC | 3,265 | $309.4K | 0.06% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 3,264 | $309.3K | 0.26% | +11+0.3% | Added |
| Ironsides Asset Advisors, LLC | 3,261 | $309.1K | 0.08% | +90+2.8% | Added |
| Sittner & Nelson, LLC | 3,261 | $309.0K | 0.11% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,259 | $308.8K | 0.07% | +3,259 | New |
| FSA Investment Group, LLC | 3,246 | $307.7K | 0.19% | +3,246 | New |
| Neville Rodie & Shaw Inc | 3,245 | $307.0K | 0.02% | 00.0% | Unchanged |
| Intellus Advisors LLC | 3,225 | $305.6K | 0.04% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 3,215 | $305.0K | 0.09% | −50−1.5% | Reduced |
| Genesis Private Wealth, LLC | 3,218 | $305.0K | 0.13% | −280−8.0% | Reduced |
| Leigh Baldwin & Co., LLC | 3,206 | $303.9K | 0.17% | +12+0.4% | Added |
| Holos Integrated Wealth LLC | 3,091 | $303.8K | 0.18% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,200 | $303.3K | 0.33% | −250−7.2% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $303.3K | 0.03% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,198 | $303.1K | 0.12% | +2+0.1% | Added |
| Zhang Financial LLC | 3,193 | $302.6K | 0.01% | −2−0.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,185 | $301.9K | 0.02% | +886+38.5% | Added |
| Sivia Capital Partners, LLC | 3,185 | $301.8K | 0.09% | −13−0.4% | Reduced |
| Eagle Wealth Strategies LLC | 3,168 | $300.2K | 0.15% | +12+0.4% | Added |
| RiverFront Investment Group, LLC | 3,153 | $298.8K | 0.01% | +3,153 | New |
| Choate Investment Advisors | 3,151 | $298.6K | 0.01% | +91+3.0% | Added |
| Compass Wealth Management LLC | 3,150 | $298.5K | 0.07% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 3,145 | $298.1K | 0.17% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 3,139 | $297.5K | 0.09% | 00.0% | Unchanged |
| Coastline Trust Co | 3,138 | $297.4K | 0.03% | −50−1.6% | Reduced |
| Parkside Financial Bank & Trust | 3,137 | $297.3K | 0.02% | +195+6.6% | Added |
| Insight Advisors, LLC | 3,137 | $297.3K | 0.05% | −110−3.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,134 | $297.0K | 0.12% | +449+16.7% | Added |
| Acropolis Investment Management, LLC | 3,232 | $296.8K | 0.02% | +761+30.8% | Added |
| Zullo Investment Group, Inc. | 3,124 | $296.1K | 0.11% | −181−5.5% | Reduced |
| AMG National Trust Bank | 3,112 | $295.0K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,111 | $294.8K | 0.04% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,100 | $293.8K | 0.15% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3,091 | $293.0K | 0.03% | −5−0.2% | Reduced |
| Francis Financial, Inc. | 2,697 | $292.8K | 0.05% | +73+2.8% | Added |
| First Financial Bankshares Inc | 3,087 | $292.6K | 0.01% | +94+3.1% | Added |
| Colonial Trust Co | 3,078 | $291.7K | 0.04% | −20−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 3,075 | $291.4K | 0.03% | +391+14.6% | Added |
| Total Clarity Wealth Management, Inc. | 3,062 | $290.2K | 0.08% | +243+8.6% | Added |
| Iams Wealth Management, LLC | 3,057 | $289.7K | 0.12% | +856+38.9% | Added |
| Joel Isaacson & Co., LLC | 3,057 | $289.7K | 0.01% | +15+0.5% | Added |
| Continuum Advisory, LLC | 3,052 | $289.2K | 0.03% | +289+10.5% | Added |
| Kaydan Wealth Management, Inc. | 3,050 | $289.1K | 0.08% | −61−2.0% | Reduced |
| Cultivar Capital, Inc. | 3,045 | $288.6K | 0.19% | +250+8.9% | Added |
| Brown Financial Advisory | 3,043 | $288.4K | 0.15% | −1,000−24.7% | Reduced |
| Sapient Capital LLC | 3,070 | $288.3K | 0.00% | −37−1.2% | Reduced |
| Vermillion Wealth Management, Inc. | 3,039 | $288.0K | 0.08% | +49+1.6% | Added |
| Nalls Sherbakoff Group, LLC | 3,036 | $287.8K | 0.19% | +23+0.8% | Added |
| First Financial Bank - Trust Division | 3,033 | $287.4K | 0.02% | +682+29.0% | Added |
| Grandview Asset Management LLC | 3,033 | $287.4K | 0.08% | +20+0.7% | Added |
| BCS Private Wealth Management, Inc. | 3,030 | $287.2K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,024 | $286.6K | 0.03% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,021 | $286.3K | 0.05% | +171+6.0% | Added |
| HORAN Wealth, LLC | 3,005 | $284.8K | 0.04% | +3,005 | New |
| Investors Asset Management of Georgia Inc | 3,002 | $284.5K | 0.12% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $284.4K | 0.09% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,001 | $284.4K | 0.04% | −122−3.9% | Reduced |
| Anchor Capital Advisors LLC | 3,000 | $284.3K | 0.01% | 00.0% | Unchanged |
| Asset Management Advisors, LLC | 3,000 | $284.3K | 0.17% | 00.0% | Unchanged |