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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 2,263 | $214.5K | 0.04% | +2,263 | New |
| Stonebridge Financial Planning Group, LLC | 2,260 | $214.2K | 0.08% | 00.0% | Unchanged |
| Private Management Group Inc | 2,258 | $214.0K | 0.01% | +10+0.4% | Added |
| Kestra Investment Management, LLC | 2,254 | $213.6K | 0.01% | −363−13.9% | Reduced |
| BXM Wealth LLC | 2,250 | $213.2K | 0.20% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,249 | $213.1K | 0.05% | −130−5.5% | Reduced |
| Emprise Bank | 2,248 | $213.0K | 0.09% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,246 | $212.9K | 0.01% | +2,246 | New |
| Garde Capital, Inc. | 2,236 | $211.9K | 0.01% | −1,938−46.4% | Reduced |
| Fiduciary Wealth Partners, LLC | 2,232 | $211.5K | 0.09% | +2,152+2,690.0% | Added |
| Titleist Asset Management, LLC | 2,224 | $210.7K | 0.02% | +10+0.5% | Added |
| Hardin Capital Partners, LLC | 2,222 | $210.6K | 0.11% | −49−2.2% | Reduced |
| MBA Advisors LLC | 2,222 | $210.6K | 0.09% | +9+0.4% | Added |
| Colton Groome Financial Advisors, LLC | 2,222 | $210.6K | 0.06% | +2,222 | New |
| Quest Investment Management LLC | 2,220 | $210.4K | 0.02% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,217 | $210.1K | 0.04% | +2,217 | New |
| Sunpointe, LLC | 2,215 | $209.9K | 0.08% | −233−9.5% | Reduced |
| Mason & Associates Inc | 2,211 | $209.5K | 0.04% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 2,210 | $209.4K | 0.04% | +29+1.3% | Added |
| Interactive Financial Advisors | 2,208 | $209.3K | 0.11% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,206 | $209.1K | 0.06% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 2,204 | $208.9K | 0.04% | +2,204 | New |
| Islay Capital Management, LLC | 2,203 | $208.8K | 0.12% | −4,606−67.6% | Reduced |
| DT Investment Partners, LLC | 2,201 | $208.6K | 0.02% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,200 | $208.5K | 0.07% | −70−3.1% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $208.5K | 0.12% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $208.5K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,200 | $208.5K | 0.04% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,196 | $208.1K | 0.05% | +17+0.8% | Added |
| Enterprise Financial Services Corp | 2,185 | $207.1K | 0.11% | +2,185 | New |
| Gradient Capital Advisors, LLC | 2,180 | $206.6K | 0.06% | +2,180 | New |
| Phillips Wealth Planners LLC | 2,160 | $206.3K | 0.17% | +2,160 | New |
| Endeavor Private Wealth, Inc. | 2,174 | $206.0K | 0.06% | +2,174 | New |
| Clarity Financial LLC | 2,173 | $205.9K | 0.02% | +2,173 | New |
| Holland Advisory Services, Inc. | 2,171 | $205.8K | 0.28% | +2,171 | New |
| Motiv8 Investments LLC | 2,170 | $205.6K | 0.11% | +2,170 | New |
| Ridgecrest Wealth Partners, LLC | 2,165 | $205.2K | 0.09% | +2,165 | New |
| Curran Financial Partners, LLC | 2,160 | $204.7K | 0.04% | +2,160 | New |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $204.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 2,150 | $203.8K | 0.20% | −650−23.2% | Reduced |
| Highland Capital Management, LLC | 2,150 | $203.8K | 0.01% | +2,150 | New |
| Stephens Consulting, LLC | 2,147 | $203.5K | 0.07% | −551−20.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,140 | $202.8K | 0.03% | +11+0.5% | Added |
| Warren Street Wealth Advisors, LLC | 2,138 | $202.6K | 0.06% | +2,138 | New |
| Tandem Capital Management Corp | 2,135 | $202.3K | 0.09% | +2,135 | New |
| Verus Capital Partners, LLC | 2,131 | $202.0K | 0.02% | +2,131 | New |
| Manchester Capital Management LLC | 2,129 | $201.8K | 0.03% | −71−3.2% | Reduced |
| Legacy Bridge, LLC | 2,095 | $198.5K | 0.08% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,089 | $198.0K | 0.11% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,063 | $195.6K | 0.07% | +15+0.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,054 | $194.7K | 0.05% | +2,054 | New |
| Tower Trust & Investment Co | 2,006 | $190.1K | 0.13% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,005 | $190.0K | 0.12% | −300−13.0% | Reduced |
| Old Second National Bank of Aurora | 1,996 | $189.2K | 0.04% | −65−3.2% | Reduced |
| Osterweis Capital Management Inc | 1,981 | $187.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,939 | $183.8K | 0.01% | +21+1.1% | Added |
| Clear Investment Research, LLC | 1,918 | $181.8K | 0.24% | +1+0.1% | Added |
| Clear Street Markets LLC | 1,896 | $179.7K | 0.06% | +1,156+156.2% | Added |
| Tripletail Wealth Management, LLC | 1,879 | $179.7K | 0.21% | +1,879 | New |
| Ransom Advisory, Ltd | 1,866 | $176.8K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,850 | $175.0K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,783 | $169.1K | 0.05% | +10+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,762 | $167.0K | 0.12% | +1,762 | New |
| Catalyst Capital Advisors LLC | 1,738 | $164.7K | 0.00% | +378+27.8% | Added |
| S.A. Mason LLC | 1,733 | $164.2K | 0.07% | +25+1.5% | Added |
| Silvant Capital Management LLC | 1,727 | $163.7K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,672 | $163.3K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,703 | $161.4K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,675 | $158.7K | 0.04% | −183−9.8% | Reduced |
| MV Capital Management, Inc. | 1,653 | $156.7K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,647 | $156.1K | 0.01% | +848+106.1% | Added |
| REAP Financial Group, LLC | 1,607 | $152.3K | 0.03% | −136−7.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,601 | $152.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,612 | $152.0K | 0.02% | +48+3.1% | Added |
| Gen-Wealth Partners Inc | 1,592 | $150.9K | 0.05% | −283−15.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,558 | $147.7K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,550 | $146.9K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,536 | $145.6K | 0.01% | −10,765−87.5% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $142.2K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,497 | $141.9K | 0.01% | −4−0.3% | Reduced |
| Barrett & Company, Inc. | 1,486 | $140.8K | 0.05% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,488 | $140.1K | 0.00% | +262+21.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $137.4K | 0.07% | −40−2.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,450 | $137.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,427 | $135.2K | 0.01% | −265−15.7% | Reduced |
| Sawyer & Company, Inc | 1,449 | $133.0K | 0.05% | +707+95.3% | Added |
| Toth Financial Advisory Corp | 1,385 | $131.3K | 0.01% | +4+0.3% | Added |
| Center for Financial Planning, Inc. | 1,359 | $128.8K | 0.01% | +605+80.2% | Added |
| Millstone Evans Group, LLC | 1,357 | $128.6K | 0.08% | 00.0% | Unchanged |
| LMR Partners LLP | 1,356 | $128.5K | 0.00% | +1,352+33,800.0% | Added |
| Creative Financial Designs Inc | 1,343 | $127.2K | 0.01% | −545−28.9% | Reduced |
| TD Capital Management LLC | 1,332 | $126.2K | 0.01% | +5+0.4% | Added |
| Smallwood Wealth Investment Management, LLC | 1,310 | $124.1K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $120.6K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $120.4K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,262 | $119.6K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,252 | $118.7K | 0.11% | +123+10.9% | Added |
| UMA Financial Services, Inc. | 1,242 | $117.7K | 0.02% | +916+281.0% | Added |
| Sofos Investments, Inc. | 1,221 | $115.7K | 0.02% | +1,221 | New |
| Knights of Columbus Asset Advisors LLC | 1,200 | $113.7K | 0.01% | 00.0% | Unchanged |