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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1,191 | $112.6K | 0.00% | −312−20.8% | Reduced |
| Horizon Financial Services, LLC | 1,188 | $112.6K | 0.05% | +1,063+850.4% | Added |
| Cutler Capital Management, LLC | 1,184 | $112.2K | 0.04% | +1,184 | New |
| Vermillion & White Wealth Management Group, LLC | 1,181 | $111.9K | 0.06% | +52+4.6% | Added |
| Trust Co | 1,178 | $111.6K | 0.01% | +1,178 | New |
| Proffitt & Goodson Inc | 1,163 | $110.2K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,161 | $110.1K | 0.04% | +247+27.0% | Added |
| Roble, Belko & Company, Inc | 1,154 | $109.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,143 | $108.0K | 0.00% | +1,143 | New |
| Ostrum Asset Management | 1,114 | $105.6K | 0.00% | −36−3.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,113 | $105.5K | 0.08% | −3−0.3% | Reduced |
| Heartwood Wealth Advisors LLC | 1,113 | $105.5K | 0.01% | +1,113 | New |
| Stone House Investment Management, LLC | 1,103 | $104.5K | 0.02% | +6+0.5% | Added |
| Hughes Financial Services, LLC | 1,141 | $103.6K | 0.02% | −10−0.9% | Reduced |
| Vision Financial Markets LLC | 1,068 | $101.2K | 0.09% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,067 | $101.2K | 0.05% | +4+0.4% | Added |
| Redwood Park Advisors LLC | 1,037 | $98.2K | 0.07% | +9+0.9% | Added |
| S&T Bank | 1,013 | $96.0K | 0.03% | +328+47.9% | Added |
| GW&K Investment Management, LLC | 1,015 | $96.0K | 0.00% | +44+4.5% | Added |
| Hemington Wealth Management | 1,012 | $95.0K | 0.01% | +65+6.9% | Added |
| DAGCO, Inc. | 1,000 | $94.8K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 980 | $92.9K | 0.01% | +980 | New |
| American Capital Advisory, LLC | 978 | $92.7K | 0.04% | +4+0.4% | Added |
| IAG Wealth Partners, LLC | 974 | $92.3K | 0.01% | −100−9.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 969 | $91.8K | 0.04% | −100−9.4% | Reduced |
| Kennebec Savings Bank | 958 | $90.8K | 0.08% | +28+3.0% | Added |
| Hopwood Financial Services, Inc. | 950 | $90.0K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 935 | $88.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 905 | $85.8K | 0.05% | +313+52.9% | Added |
| JFS Wealth Advisors, LLC | 888 | $84.1K | 0.00% | +260+41.4% | Added |
| Roxbury Financial LLC | 881 | $83.5K | 0.08% | +7+0.8% | Added |
| Plato Investment Management Ltd | 876 | $82.4K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 840 | $79.6K | 0.06% | +840 | New |
| Global Wealth Strategies & Associates | 821 | $77.8K | 0.02% | +821 | New |
| Guerra Advisors Inc | 820 | $77.7K | 0.03% | +820 | New |
| Kozak & Associates, Inc. | 844 | $76.5K | 0.02% | +6+0.7% | Added |
| Flagship Wealth Advisors, LLC | 800 | $75.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 776 | $73.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 767 | $73.0K | 0.03% | +74+10.7% | Added |
| Dunhill Financial, LLC | 755 | $71.6K | 0.02% | +305+67.8% | Added |
| Boyd Watterson Asset Management LLC | 746 | $70.7K | 0.02% | −5−0.7% | Reduced |
| Addison Advisors LLC | 739 | $70.0K | 0.02% | −81−9.9% | Reduced |
| Canton Hathaway, LLC | 705 | $67.0K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 704 | $66.7K | 0.03% | +704 | New |
| North Capital, Inc. | 691 | $65.5K | 0.05% | +1+0.1% | Added |
| Covestor Ltd | 670 | $63.0K | 0.03% | −95−12.4% | Reduced |
| Western Pacific Wealth Management, LP | 665 | $63.0K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $62.8K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 663 | $62.8K | 0.02% | +23+3.6% | Added |
| Piscataqua Savings Bank | 640 | $60.7K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $59.9K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 632 | $59.8K | 0.00% | +607+2,428.0% | Added |
| HighMark Wealth Management LLC | 622 | $58.9K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 617 | $58.5K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $56.9K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 574 | $55.5K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 584 | $55.4K | 0.01% | −1−0.2% | Reduced |
| Pacifica Partners Inc. | 580 | $55.0K | 0.02% | +435+300.0% | Added |
| Darwin Advisors, LLC | 569 | $53.9K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 566 | $53.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 557 | $53.0K | 0.00% | +1+0.2% | Added |
| Tortoise Investment Management, LLC | 557 | $52.8K | 0.00% | +38+7.3% | Added |
| Tompkins Financial Corp | 555 | $52.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 551 | $52.2K | 0.01% | −107−16.3% | Reduced |
| TruNorth Capital Management, LLC | 545 | $51.6K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 545 | $51.6K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 543 | $51.5K | 0.01% | +543 | New |
| WPG Advisers, LLC | 526 | $49.8K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 504 | $49.6K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 518 | $49.1K | 0.02% | +49+10.4% | Added |
| Tanglewood Legacy Advisors, LLC | 508 | $48.1K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 504 | $47.8K | 0.03% | +4+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $47.4K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $47.4K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 490 | $46.4K | 0.03% | +48+10.9% | Added |
| BOK Financial Private Wealth, Inc. | 487 | $46.2K | 0.00% | +137+39.1% | Added |
| Stuart Chaussee & Associates, Inc. | 485 | $46.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 465 | $44.0K | 0.01% | −5−1.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 463 | $43.9K | 0.00% | +10+2.2% | Added |
| Meeder Asset Management Inc | 452 | $42.8K | 0.00% | +451+45,100.0% | Added |
| Cetera Trust Company, N.A | 450 | $42.6K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 448 | $42.5K | 0.03% | 00.0% | Unchanged |
| Access Investment Management LLC | 441 | $41.8K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 439 | $41.6K | 0.01% | +9+2.1% | Added |
| MB, Levis & Associates, LLC | 424 | $40.1K | 0.02% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 425 | $40.0K | 0.01% | +71+20.1% | Added |
| Perritt Capital Management Inc | 419 | $39.7K | 0.02% | +1+0.2% | Added |
| TFC Financial Management | 418 | $39.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 415 | $39.3K | 0.00% | +7+1.7% | Added |
| IMG Wealth Management, Inc. | 409 | $38.8K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 400 | $37.9K | 0.03% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 392 | $37.1K | 0.02% | +392 | New |
| Accredited Wealth Management, LLC | 203 | $37.0K | 0.03% | −187−47.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 373 | $35.3K | 0.02% | +373 | New |
| Chilton Capital Management LLC | 361 | $34.2K | 0.00% | +197+120.1% | Added |
| Financial Connections Group, Inc. | 360 | $34.0K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 355 | $33.6K | 0.00% | +355 | New |
| McIlrath & Eck, LLC | 350 | $33.2K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $33.2K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $32.7K | 0.01% | 00.0% | Unchanged |