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 |
|---|---|---|---|---|---|
| Winnow Wealth LLC | 34 | $3.23K | 0.00% | +34 | New |
| Essential Partners LLC | 31 | $2.98K | 0.00% | +24+342.9% | Added |
| Hollencrest Capital Management | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 22 | $2.08K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 17 | $1.62K | 0.00% | +17 | New |
| Orion Capital Management LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 39 | $1.17K | 0.00% | −2,072−98.2% | Reduced |
| Crewe Advisors LLC | 12 | $1.14K | 0.00% | −7−36.8% | Reduced |
| Avalon Trust Co | 12 | $1.14K | 0.00% | +12 | New |
| New Millennium Group LLC | 12 | $1.14K | 0.00% | −15−55.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 11 | $1.04K | 0.00% | +11 | New |
| Mountain Hill Investment Partners Corp. | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| DecisionPoint Financial, LLC | 10 | $948 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $948 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $758 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7 | $663 | 0.00% | +7 | New |
| Hurley Capital, LLC | 5 | $474 | 0.00% | +5 | New |
| Y.D. More Investments Ltd | 199 | $57 | 0.00% | +58+41.1% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,207,378−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −811,737−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −599,631−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −219,704−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −179,428−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −101,923−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,260−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −88,418−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −76,200−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −70,122−100.0% | Sold out |
| Grant Private Wealth Management Inc | 0 | $0 | 0.00% | −60,811−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −38,642−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −52,275−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −48,484−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −29,702−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Soundwatch Capital LLC | 0 | $0 | 0.00% | −1,125,364−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −16,522−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,012−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,963−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −12,240−100.0% | Sold out |
| Nicollet Investment Management, Inc. | 0 | $0 | 0.00% | −11,461−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −10,153−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,401−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,395−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −7,463−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,130−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,827−100.0% | Sold out |
| Elevate Wealth Advisory, Inc | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,994−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −5,402−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −5,316−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,892−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Legacy Wealth Management, Inc | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| J Hagan Capital, Inc. | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Client First Capital LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Valley Forge Investment Consultants Inc Adv | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Altman Advisors, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Muirfield Wealth Advisors LLC | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Puff Wealth Management, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −730−100.0% | Sold out |