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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ3 2025: 2,222 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ3 2025: $74.6B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2025.

Institutions holding SO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Opal Wealth Advisors, LLC0$00.00%−675−100.0%Sold out
Sierra Ocean, LLC0$00.00%−480−100.0%Sold out
NewSquare Capital LLC0$00.00%−1,926−100.0%Sold out
Transce3nd, LLC0$00.00%−371−100.0%Sold out
Northwest Capital Management Inc0$00.00%−166−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−161−100.0%Sold out
Carderock Capital Management Inc0$00.00%−130−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−85−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−73−100.0%Sold out
GFG Capital, LLC0$00.00%−70−100.0%Sold out
Total Investment Management Inc0$00.00%−60−100.0%Sold out
Tobam0$00.00%−46−100.0%Sold out
MorganRosel Wealth Management, LLC0$00.00%−36−100.0%Sold out
Ridgewood Investments LLC0$00.00%−35−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−25−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
First Horizon Advisors, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
CIBC World Markets Corp––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Schnieders Capital Management LLC––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
Forte Capital LLC––––Not filed
Congress Wealth Management LLC––––Not filed
TFG Advisers LLC––––Not filed
Good Life Advisors, LLC––––Not filed
North Dallas Bank & Trust Co––––Not filed
Graypoint LLC––––Not filed
Keudell/Morrison Wealth Management––––Not filed
Prairie Sky Financial Group LLC––––Not filed
Union Savings Bank––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Smith Anglin Financial, LLC––––Not filed
Wealth Advisory Team LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Tyler-Stone Wealth Management––––Not filed
Exchange Capital Management, Inc.––––Not filed
Financial Partners Group, LLC––––Not filed
E Fund Management Co., Ltd.––––Not filed
Horan Securities, Inc.––––Not filed
NBW Capital LLC––––Not filed
Bordeaux Wealth Advisors LLC––––Not filed
Parkside Advisors LLC––––Not filed
PrairieView Partners, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Moser Wealth Advisors, LLC––––Not filed
Safe Harbor Fiduciary, LLC––––Not filed
Centricity Wealth Management, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Parkworth Wealth Management, Inc.––––Not filed