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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 2,991 | $283.5K | 0.05% | −2,244−42.9% | Reduced |
| KRS Capital Management, LLC | 2,984 | $282.8K | 0.17% | +23+0.8% | Added |
| Caliber Wealth Management, LLC | 2,984 | $282.8K | 0.03% | −1,654−35.7% | Reduced |
| Gilman Hill Asset Management, LLC | 2,984 | $282.8K | 0.04% | −175−5.5% | Reduced |
| Barnett & Company, Inc. | 2,983 | $282.7K | 0.22% | −75−2.5% | Reduced |
| Onefund, LLC | 2,982 | $282.6K | 0.18% | +109+3.8% | Added |
| Princeton Global Asset Management LLC | 2,981 | $282.5K | 0.05% | −16−0.5% | Reduced |
| Davis R M Inc | 2,978 | $282.2K | 0.00% | −4−0.1% | Reduced |
| USAdvisors Wealth Management, LLC | 2,986 | $282.0K | 0.10% | −3−0.1% | Reduced |
| Capital Planning Advisors, LLC | 2,973 | $281.8K | 0.04% | −139−4.5% | Reduced |
| Lazari Capital Management, Inc. | 2,968 | $281.2K | 0.09% | +6+0.2% | Added |
| LexAurum Advisors, LLC | 2,959 | $280.4K | 0.04% | +703+31.2% | Added |
| Duncan Williams Asset Management, LLC | 2,957 | $280.2K | 0.08% | +21+0.7% | Added |
| North Star Asset Management Inc | 2,957 | $280.2K | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,952 | $279.8K | 0.09% | +36+1.2% | Added |
| Berkshire Bank | 2,934 | $278.1K | 0.06% | +19+0.7% | Added |
| Harvey Investment Co LLC | 2,926 | $277.0K | 0.03% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,922 | $276.9K | 0.25% | −57−1.9% | Reduced |
| Davis Investment Partners, LLC | 2,919 | $276.7K | 0.09% | −234−7.4% | Reduced |
| Worth Asset Management, LLC | 2,918 | $276.5K | 0.12% | −310−9.6% | Reduced |
| Dover Advisors, LLC | 2,911 | $275.9K | 0.11% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,000 | $275.5K | 0.24% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 2,905 | $275.3K | 0.22% | +72+2.5% | Added |
| Ridgeline Wealth, LLC | 2,902 | $275.0K | 0.20% | +2,902 | New |
| FSA Wealth Management LLC | 2,900 | $274.8K | 0.10% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,898 | $274.7K | 0.19% | +3+0.1% | Added |
| Ipsen Advisor Group LLC | 2,896 | $274.5K | 0.20% | +8+0.3% | Added |
| Rainey & Randall Investment Management Inc. | 2,895 | $274.4K | 0.05% | −720−19.9% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,892 | $274.0K | 0.16% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,844 | $274.0K | 0.18% | −686−19.4% | Reduced |
| Councilmark Asset Management, LLC | 2,883 | $273.2K | 0.16% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,883 | $273.2K | 0.04% | +86+3.1% | Added |
| N.E.W. Advisory Services LLC | 2,879 | $272.9K | 0.02% | +2+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,879 | $272.8K | 0.04% | +10.0% | Added |
| Forefront Wealth Management Inc. | 2,877 | $272.7K | 0.20% | +3+0.1% | Added |
| Frederick Financial Consultants, LLC | 2,876 | $272.6K | 0.15% | +93+3.3% | Added |
| Strathmore Capital Advisors, Inc. | 2,873 | $272.3K | 0.11% | −382−11.7% | Reduced |
| Great Diamond Partners, LLC | 2,862 | $271.2K | 0.05% | −12−0.4% | Reduced |
| Glass Wealth Management Co LLC | 2,860 | $271.0K | 0.12% | −80−2.7% | Reduced |
| 44 Wealth Management LLC | 2,853 | $270.4K | 0.09% | −26−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 2,851 | $270.3K | 0.04% | −64−2.2% | Reduced |
| Sepio Capital, LP | 2,848 | $269.9K | 0.02% | +2,848 | New |
| Keystone Financial Group, Inc. | 2,848 | $269.9K | 0.15% | +279+10.9% | Added |
| Kathmere Capital Management, LLC | 2,846 | $269.7K | 0.02% | +267+10.4% | Added |
| Investment Advisory Services Inc | 2,843 | $269.4K | 0.08% | −674−19.2% | Reduced |
| Ardent Capital Management, Inc. | 2,842 | $269.3K | 0.11% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,838 | $269.0K | 0.06% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 2,825 | $268.0K | 0.24% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,824 | $267.7K | 0.04% | +2+0.1% | Added |
| ORG Partners LLC | 2,823 | $267.5K | 0.05% | +194+7.4% | Added |
| Corsicana & Co. | 2,820 | $267.3K | 0.15% | +2,820 | New |
| Optas, LLC | 2,816 | $266.9K | 0.05% | +193+7.4% | Added |
| Elite Financial, Inc. | 2,931 | $266.0K | 0.12% | −844−22.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,803 | $265.6K | 0.02% | +238+9.3% | Added |
| Searcy Financial Services Inc | 2,794 | $264.8K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,779 | $263.4K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,778 | $263.3K | 0.00% | 00.0% | Unchanged |
| Gerber, LLC | 2,777 | $263.2K | 0.17% | −212−7.1% | Reduced |
| Foster Group, Inc. | 2,775 | $263.0K | 0.01% | +170+6.5% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $262.8K | 0.19% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,768 | $262.3K | 0.00% | +109+4.1% | Added |
| Old Mission Investment Co LLC | 2,768 | $262.3K | 0.06% | +340+14.0% | Added |
| Boyar Asset Management Inc. | 2,765 | $262.0K | 0.17% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,764 | $261.9K | 0.12% | −91−3.2% | Reduced |
| Liberty Capital Management, Inc. | 2,756 | $261.2K | 0.05% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,756 | $261.2K | 0.04% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 2,750 | $260.6K | 0.03% | +22+0.8% | Added |
| PKS Advisory Services, LLC | 2,744 | $260.0K | 0.06% | +411+17.6% | Added |
| Brighton Securities Corp. | 2,737 | $259.4K | 0.14% | −1,800−39.7% | Reduced |
| Legacy Edge Advisors, LLC | 2,729 | $258.6K | 0.03% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,722 | $258.0K | 0.09% | +67+2.5% | Added |
| Pavion Blue Capital, LLC | 2,715 | $257.3K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,712 | $257.1K | 0.04% | +2,712 | New |
| V. M. Manning & Co., Inc. | 2,780 | $256.6K | 0.23% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,703 | $256.1K | 0.02% | +2,092+342.4% | Added |
| Callahan Advisors, LLC | 2,700 | $255.9K | 0.02% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,698 | $255.7K | 0.17% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,698 | $255.7K | 0.07% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,620 | $255.4K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,694 | $255.3K | 0.01% | +5+0.2% | Added |
| Samalin Investment Counsel, LLC | 2,691 | $255.0K | 0.09% | +111+4.3% | Added |
| Sherbrooke Park Advisers LLC | 2,686 | $254.6K | 0.12% | +219+8.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $254.4K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,676 | $253.6K | 0.07% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,671 | $253.1K | 0.09% | −349,032−99.2% | Reduced |
| KW Wealth Management LLC | 2,664 | $252.5K | 0.43% | +2,664 | New |
| Unified Investment Management | 2,659 | $252.0K | 0.25% | +10.0% | Added |
| CFO4Life Group, LLC | 2,653 | $251.5K | 0.04% | +102+4.0% | Added |
| Zevin Asset Management LLC | 2,650 | $251.0K | 0.04% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 2,627 | $249.0K | 0.14% | +85+3.3% | Added |
| Advance Capital Management, Inc. | 2,625 | $248.8K | 0.01% | +368+16.3% | Added |
| Nova R Wealth, Inc. | 2,620 | $248.3K | 0.11% | +2+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,623 | $248.0K | 0.01% | −9−0.3% | Reduced |
| Laffer Tengler Investments | 2,608 | $247.2K | 0.04% | +8+0.3% | Added |
| Mayflower Financial Advisors, LLC | 2,605 | $246.9K | 0.03% | +46+1.8% | Added |
| Finer Wealth Management, Inc. | 2,604 | $246.8K | 0.12% | −30−1.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,600 | $246.4K | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,600 | $246.0K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,590 | $245.5K | 0.03% | −364−12.3% | Reduced |
| WealthShield Partners, LLC | 2,588 | $245.2K | 0.03% | −10.0% | Reduced |