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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 345 | $32.7K | 0.01% | +2+0.6% | Added |
| Evermay Wealth Management LLC | 340 | $32.2K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 328 | $31.1K | 0.01% | −215−39.6% | Reduced |
| Activest Wealth Management | 324 | $30.7K | 0.01% | +16+5.2% | Added |
| NVWM, LLC | 322 | $30.5K | 0.01% | −5−1.5% | Reduced |
| Advantage Trust Co | 321 | $30.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 321 | $30.4K | 0.02% | +3+0.9% | Added |
| YANKCOM Partnership | 319 | $30.2K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $29.8K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 311 | $29.4K | 0.01% | +311 | New |
| Cheviot Value Management, LLC | 305 | $28.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 301 | $28.5K | 0.02% | −9−2.9% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $28.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $27.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 287 | $27.0K | 0.01% | −2−0.7% | Reduced |
| Bell Investment Advisors, Inc | 276 | $26.2K | 0.00% | −23−7.7% | Reduced |
| Tidemark, LLC | 272 | $25.8K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 271 | $25.7K | 0.11% | −7,715−96.6% | Reduced |
| Cloud Capital Management, LLC | 274 | $25.0K | 0.01% | +274 | New |
| Aspect Partners, LLC | 259 | $24.5K | 0.01% | +4+1.6% | Added |
| Key Financial Inc | 256 | $24.3K | 0.00% | −13−4.8% | Reduced |
| Prestige Wealth Management Group LLC | 256 | $24.3K | 0.00% | −1−0.4% | Reduced |
| Miller Wealth Advisors, LLC | 250 | $23.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $23.7K | 0.05% | −1,776−87.7% | Reduced |
| MPWM Advisory Solutions, LLC | 246 | $23.3K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 246 | $23.3K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 244 | $23.1K | 0.33% | 00.0% | Unchanged |
| Clark Wealth Partners | 265 | $23.1K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 242 | $22.9K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 236 | $22.4K | 0.01% | −22−8.5% | Reduced |
| Howard Hughes Medical Institute | 236 | $22.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 235 | $22.3K | 0.01% | −238−50.3% | Reduced |
| Quaker Wealth Management, LLC | 235 | $22.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 232 | $21.9K | 0.01% | +2+0.9% | Added |
| Wealth Preservation Advisors, LLC | 231 | $21.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 230 | $21.8K | 0.01% | +3+1.3% | Added |
| WFA Asset Management Corp | 232 | $20.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 212 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 211 | $20.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 202 | $19.1K | 0.00% | −292−59.1% | Reduced |
| CoreFirst Bank & Trust | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 196 | $18.6K | 0.01% | −338−63.3% | Reduced |
| Riverview Trust Co | 194 | $18.4K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 192 | $18.2K | 0.01% | +1+0.5% | Added |
| Ameriflex Group, Inc. | 192 | $18.2K | 0.01% | −108−36.0% | Reduced |
| Financial Network Wealth Advisors LLC | 192 | $18.2K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 186 | $17.6K | 0.00% | +1+0.5% | Added |
| Wall Street Access Asset Management, LLC | 185 | $17.5K | 0.00% | +185 | New |
| Robinswood Financial LLC | 180 | $17.1K | 0.01% | +180 | New |
| Fairscale Capital, LLC | 162 | $15.4K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 156 | $14.8K | 0.00% | +22+16.4% | Added |
| Westend Capital Management, LLC | 156 | $14.8K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 154 | $14.6K | 0.01% | +154 | New |
| Strategic Advocates LLC | 153 | $14.5K | 0.00% | +153 | New |
| Caitlin John, LLC | 150 | $14.2K | 0.01% | +150 | New |
| Evelyn Partners Investment Management Services Ltd | 150 | $14.2K | 0.00% | +150 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 147 | $13.9K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 145 | $13.7K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 144 | $13.6K | 0.00% | +144 | New |
| AXS Investments LLC | 144 | $13.6K | 0.00% | +144 | New |
| Stephenson National Bank & Trust | 140 | $13.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 133 | $12.6K | 0.01% | +31+30.4% | Added |
| Lavaca Capital LLC | 122 | $11.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 117 | $11.1K | 0.00% | −22−15.8% | Reduced |
| Logan Capital Management Inc | 116 | $11.0K | 0.00% | −105−47.5% | Reduced |
| SJS Investment Consulting Inc. | 115 | $10.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $10.1K | 0.00% | +5+4.9% | Added |
| Redmont Wealth Advisors LLC | 105 | $9.95K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 104 | $9.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 103 | $9.76K | 0.00% | +25+32.1% | Added |
| Compass Financial Services Inc | 101 | $9.55K | 0.00% | +1+1.0% | Added |
| Clean Yield Group | 100 | $9.48K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $9.48K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $9.48K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $9.48K | 0.00% | +100 | New |
| Imprint Wealth LLC | 100 | $9.48K | 0.03% | +100 | New |
| Noble Wealth Management PBC | 96 | $9.10K | 0.00% | +96 | New |
| Marshall & Sterling Wealth Advisors Inc. | 95 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 103 | $9.00K | 0.00% | +4+4.0% | Added |
| LGT Financial Advisors LLC | 87 | $8.24K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 81 | $7.68K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 78 | $7.39K | 0.00% | −22−22.0% | Reduced |
| Lowe Wealth Advisors, LLC | 73 | $6.92K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 69 | $6.54K | 0.00% | +9+15.0% | Added |
| Rakuten Securities, Inc. | 68 | $6.44K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 63 | $5.93K | 0.00% | +1+1.6% | Added |
| Financial Perspectives, Inc | 58 | $5.49K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 50 | $4.74K | 0.00% | +50 | New |
| PayPay Securities Corp | 50 | $4.72K | 0.17% | +27+117.4% | Added |
| Raffa Wealth Management, LLC | 49 | $4.64K | 0.00% | +30+157.9% | Added |
| Bay Harbor Wealth Management, LLC | 44 | $4.17K | 0.00% | +10+29.4% | Added |
| TSFG, LLC | 44 | $4.00K | 0.00% | +44 | New |
| ZRC Wealth Management, LLC | 42 | $3.98K | 0.00% | +42 | New |
| Valued Wealth Advisors LLC | 40 | $3.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $3.69K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 37 | $3.51K | 0.00% | +37 | New |
| Rialto Wealth Management, LLC | 36 | $3.41K | 0.00% | +2+5.9% | Added |