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 |
|---|---|---|---|---|---|
| Alexander Labrunerie & Co., Inc. | 2,586 | $245.1K | 0.09% | −38−1.4% | Reduced |
| Salomon & Ludwin, LLC | 2,589 | $244.8K | 0.02% | +514+24.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,580 | $244.5K | 0.08% | −328−11.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,580 | $244.5K | 0.09% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,580 | $244.5K | 0.04% | +10.0% | Added |
| First Manhattan Co | 2,575 | $244.0K | 0.00% | −10.0% | Reduced |
| Traveka Wealth, LLC | 2,574 | $244.0K | 0.11% | +85+3.4% | Added |
| Longboard Asset Management, LP | 2,573 | $243.8K | 0.39% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,556 | $242.2K | 0.02% | +276+12.1% | Added |
| LMCG Investments, LLC | 2,550 | $241.7K | 0.01% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,546 | $241.0K | 0.04% | −248−8.9% | Reduced |
| Lewis Asset Management, LLC | 2,542 | $241.0K | 0.10% | +2,542 | New |
| Per Stirling Capital Management, LLC. | 2,540 | $240.7K | 0.03% | +21+0.8% | Added |
| Revolve Wealth Partners, LLC | 2,539 | $240.6K | 0.03% | +100+4.1% | Added |
| Saxony Capital Management, LLC | 2,537 | $240.4K | 0.16% | −96−3.6% | Reduced |
| Simon Quick Advisors, LLC | 2,536 | $240.3K | 0.01% | −31−1.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,535 | $240.2K | 0.01% | −53−2.0% | Reduced |
| Wood Tarver Financial Group, LLC | 2,526 | $239.0K | 0.07% | −84−3.2% | Reduced |
| Whalen Wealth Management Inc. | 2,506 | $237.5K | 0.14% | +20+0.8% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,505 | $237.4K | 0.09% | +3+0.1% | Added |
| Colonial River Wealth Management, LLC | 2,504 | $237.3K | 0.09% | −49−1.9% | Reduced |
| BankPlus Wealth Management LLC | 2,503 | $237.2K | 0.14% | −42−1.7% | Reduced |
| Fayez Sarofim & Co | 2,500 | $236.9K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $236.9K | 0.14% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $236.9K | 0.17% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,495 | $236.5K | 0.01% | +2,495 | New |
| Floyd Financial Group LLC | 2,411 | $236.4K | 0.18% | −156−6.1% | Reduced |
| VSM Wealth Advisory, LLC | 2,493 | $236.3K | 0.07% | −109−4.2% | Reduced |
| Santori & Peters | 2,493 | $236.2K | 0.08% | +19+0.8% | Added |
| Founders Financial Securities LLC | 2,489 | $235.8K | 0.02% | +222+9.8% | Added |
| Forbes J M & Co LLP | 2,488 | $235.8K | 0.02% | +16+0.6% | Added |
| Indiana Trust & Investment Management CO | 2,475 | $234.6K | 0.07% | −50−2.0% | Reduced |
| Braun-Bostich & Associates Inc. | 2,466 | $233.7K | 0.15% | −158−6.0% | Reduced |
| Walleye Capital LLC | 2,466 | $233.7K | 0.00% | +2,466 | New |
| Alpine Bank Wealth Management | 2,460 | $233.1K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 2,458 | $232.9K | 0.12% | −500−16.9% | Reduced |
| MCF Advisors LLC | 2,456 | $232.8K | 0.01% | +42+1.7% | Added |
| Fiduciary Planning LLC | 2,453 | $232.5K | 0.07% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,449 | $232.1K | 0.05% | +199+8.8% | Added |
| Founders Financial Alliance, LLC | 2,447 | $231.9K | 0.04% | +2,447 | New |
| waypoint wealth counsel | 2,442 | $231.5K | 0.09% | −279−10.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,440 | $231.2K | 0.04% | −50−2.0% | Reduced |
| Triton Wealth Management, PLLC | 2,449 | $231.0K | 0.09% | −2,801−53.4% | Reduced |
| Patton Fund Management, Inc. | 2,435 | $230.8K | 0.04% | 00.0% | Unchanged |
| Tevis Investment Management | 2,425 | $229.8K | 0.14% | +12+0.5% | Added |
| Brian Low Financial Group, LLC | 2,424 | $229.7K | 0.18% | −185−7.1% | Reduced |
| Live Oak Investment Partners | 2,422 | $229.5K | 0.15% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,419 | $229.3K | 0.04% | +2,419 | New |
| Smithfield Trust Co | 2,415 | $229.0K | 0.01% | +100+4.3% | Added |
| Northeast Investment Management | 2,414 | $228.7K | 0.01% | +167+7.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,413 | $228.7K | 0.04% | +8+0.3% | Added |
| Opinicus Capital, Inc. | 2,410 | $228.4K | 0.16% | −92−3.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,407 | $228.1K | 0.13% | −3,303−57.8% | Reduced |
| Forbes Financial Planning, Inc. | 2,404 | $227.8K | 0.15% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2,400 | $227.5K | 0.10% | +2,400 | New |
| Hilton Capital Management, LLC | 2,400 | $227.4K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,393 | $226.8K | 0.01% | +2,393 | New |
| Essex Investment Management Co LLC | 2,391 | $226.6K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,389 | $226.4K | 0.10% | +8+0.3% | Added |
| Partners in Financial Planning | 2,386 | $226.1K | 0.04% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,382 | $225.7K | 0.12% | +2,382 | New |
| Abacus Planning Group, Inc. | 2,378 | $225.4K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,387 | $225.0K | 0.00% | −3,141−56.8% | Reduced |
| MPS Loria Financial Planners, LLC | 2,374 | $225.0K | 0.06% | 00.0% | Unchanged |
| Bank of Stockton | 2,370 | $224.6K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 2,369 | $224.5K | 0.07% | +22+0.9% | Added |
| Cape Investment Advisory, Inc. | 2,365 | $224.2K | 0.22% | −21,680−90.2% | Reduced |
| Oak Family Advisors, LLC | 2,363 | $223.9K | 0.07% | −25−1.0% | Reduced |
| Axecap Investments, LLC | 2,358 | $223.5K | 0.14% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,358 | $223.5K | 0.12% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 2,351 | $222.8K | 0.16% | +5+0.2% | Added |
| Aldebaran Financial Inc. | 2,350 | $222.7K | 0.22% | −100−4.1% | Reduced |
| Wealth Architects, LLC | 2,348 | $222.5K | 0.02% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,353 | $222.5K | 0.01% | +2,353 | New |
| Heartland Bank & Trust Co | 2,340 | $221.8K | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,326 | $220.4K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,326 | $220.4K | 0.02% | +2,326 | New |
| Sonata Capital Group Inc | 2,325 | $220.0K | 0.08% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 2,321 | $220.0K | 0.02% | +2,321 | New |
| San Luis Wealth Advisors LLC | 2,319 | $219.8K | 0.04% | +2,319 | New |
| R.H. Investment Group, LLC | 2,317 | $219.6K | 0.19% | −150−6.1% | Reduced |
| Cottage Street Advisors LLC | 2,325 | $219.5K | 0.09% | +2,325 | New |
| Noesis Capital Mangement Corp | 2,311 | $219.0K | 0.03% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 2,308 | $218.7K | 0.10% | +2,308 | New |
| Parthenon LLC | 2,307 | $218.6K | 0.02% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 2,307 | $218.6K | 0.11% | −177−7.1% | Reduced |
| AllGen Financial Advisors, Inc. | 2,300 | $218.0K | 0.05% | 00.0% | Unchanged |
| Tudor Financial Inc. | 2,300 | $217.9K | 0.12% | +10.0% | Added |
| FSM Wealth Advisors, LLC | 2,299 | $217.9K | 0.03% | +2,299 | New |
| Alamar Capital Management, LLC | 2,298 | $217.8K | 0.12% | 00.0% | Unchanged |
| Copia Wealth Management | 2,295 | $217.5K | 0.16% | +100+4.6% | Added |
| Wela Strategies, Inc. | 2,293 | $217.3K | 0.08% | −869−27.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,293 | $217.3K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,291 | $217.1K | 0.02% | +2,291 | New |
| FDx Advisors, Inc. | 2,310 | $217.0K | 0.07% | −151−6.1% | Reduced |
| ACT Advisors, LLC. | 2,284 | $216.5K | 0.09% | +10+0.4% | Added |
| Crowley Wealth Management, Inc. | 2,280 | $216.1K | 0.17% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 2,277 | $215.8K | 0.13% | +100+4.6% | Added |
| CVA Family Office, LLC | 2,273 | $215.4K | 0.03% | +20+0.9% | Added |
| Greenfield Seitz Capital Management, LLC | 2,270 | $215.1K | 0.07% | 00.0% | Unchanged |