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 5 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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 69,095 | $6.55M | 0.04% | +25,109+57.1% | Added |
| Marietta Wealth Management, LLC | 68,916 | $6.53M | 0.80% | +3,345+5.1% | Added |
| Core Alternative Capital | 67,848 | $6.43M | 1.87% | −9,379−12.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 67,745 | $6.36M | 1.02% | −441−0.6% | Reduced |
| Farmers Trust Co | 66,752 | $6.33M | 1.09% | +192+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 66,601 | $6.31M | 1.30% | +909+1.4% | Added |
| Oppenheimer & Co Inc | 66,214 | $6.28M | 0.08% | −1,766−2.6% | Reduced |
| Thrivent Financial for Lutherans | 65,429 | $6.20M | 0.01% | −28,209−30.1% | Reduced |
| XTX Topco Ltd | 65,214 | $6.18M | 0.32% | +65,214 | New |
| South Dakota Investment Council | 64,940 | $6.15M | 0.12% | −5,300−7.5% | Reduced |
| Woodstock Corp | 64,470 | $6.11M | 0.53% | +745+1.2% | Added |
| Hartford Investment Management Co | 64,464 | $6.11M | 0.18% | −1,888−2.8% | Reduced |
| RSM US Wealth Management LLC | 64,305 | $6.09M | 0.08% | +14,818+29.9% | Added |
| Moors & Cabot, Inc. | 63,005 | $5.97M | 0.26% | −1,003−1.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 63,001 | $5.97M | 0.44% | −195−0.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 62,871 | $5.96M | 0.09% | +62,871 | New |
| Advisors Asset Management, Inc. | 62,764 | $5.95M | 0.10% | +4,050+6.9% | Added |
| Voleon Capital Management LP | 62,450 | $5.92M | 0.14% | +1,012+1.6% | Added |
| Shilanski & Associates, Inc. | 61,841 | $5.86M | 1.56% | +634+1.0% | Added |
| Farther Finance Advisors, LLC | 61,824 | $5.86M | 0.09% | +17,965+41.0% | Added |
| Griffith & Werner, Inc. | 63,884 | $5.80M | 3.00% | +63,884 | New |
| Glenmede Investment Management, LP | 60,991 | $5.78M | 0.03% | +6,188+11.3% | Added |
| Horizon Investments, LLC | 60,847 | $5.77M | 0.08% | +18,678+44.3% | Added |
| Trinity Legacy Partners, LLC | 61,309 | $5.77M | 1.33% | +1,335+2.2% | Added |
| Capital Investment Counsel, LLC | 60,671 | $5.75M | 0.85% | −5,405−8.2% | Reduced |
| Agf Management Ltd | 60,511 | $5.73M | 0.03% | +11,273+22.9% | Added |
| Alpine Woods Capital Investors, LLC | 60,080 | $5.69M | 1.32% | −965−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 59,847 | $5.67M | 0.02% | −18,785−23.9% | Reduced |
| Prudential PLC | 59,492 | $5.64M | 0.04% | +11,789+24.7% | Added |
| Schnieders Capital Management, LLC. | 59,217 | $5.61M | 1.00% | +59,217 | New |
| Wealthcare Advisory Partners LLC | 59,117 | $5.60M | 0.12% | +61+0.1% | Added |
| Bridge Creek Capital Management LLC | 58,356 | $5.53M | 1.54% | −600−1.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 57,844 | $5.48M | 2.44% | −7,571−11.6% | Reduced |
| Louisiana State Employees Retirement System | 57,700 | $5.47M | 0.09% | −300−0.5% | Reduced |
| Umb Bank N A | 57,509 | $5.45M | 0.08% | −5,481−8.7% | Reduced |
| Profund Advisors LLC | 57,505 | $5.45M | 0.18% | +2,253+4.1% | Added |
| Goelzer Investment Management, Inc. | 57,478 | $5.45M | 0.29% | −1,121−1.9% | Reduced |
| Sagespring Wealth Partners, LLC | 57,036 | $5.41M | 0.11% | +952+1.7% | Added |
| Csenge Advisory Group | 55,966 | $5.30M | 0.25% | +2,590+4.9% | Added |
| Clearstead Advisors, LLC | 55,807 | $5.29M | 0.08% | −140−0.3% | Reduced |
| Clearbridge Investments, LLC | 55,645 | $5.27M | 0.00% | −1,200−2.1% | Reduced |
| Signaturefd, LLC | 55,564 | $5.27M | 0.08% | +1,690+3.1% | Added |
| Gulf International Bank (UK) Ltd | 55,512 | $5.26M | 0.17% | −823−1.5% | Reduced |
| United Bank | 55,491 | $5.26M | 1.83% | −483−0.9% | Reduced |
| Money Concepts Capital Corp | 55,275 | $5.24M | 0.32% | +294+0.5% | Added |
| Maryland State Retirement & Pension System | 54,738 | $5.19M | 0.11% | +1,181+2.2% | Added |
| GQG Partners LLC | 54,413 | $5.16M | 0.01% | −4,126−7.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 54,304 | $5.15M | 2.96% | −295−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 53,987 | $5.12M | 0.33% | +1,302+2.5% | Added |
| Wesbanco Bank Inc | 53,785 | $5.10M | 0.14% | −227−0.4% | Reduced |
| Providence Capital Advisors, LLC | 53,654 | $5.08M | 0.88% | +1,191+2.3% | Added |
| Trajan Wealth LLC | 53,147 | $5.04M | 0.22% | −283−0.5% | Reduced |
| Baugh & Associates, LLC | 57,542 | $5.04M | 2.50% | −1,261−2.1% | Reduced |
| Securian Asset Management, Inc | 53,125 | $5.03M | 0.13% | −4,301−7.5% | Reduced |
| Brown Advisory Inc | 52,690 | $4.99M | 0.01% | +6,232+13.4% | Added |
| Meridian Wealth Management, LLC | 52,599 | $4.98M | 0.19% | −4,665−8.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 52,556 | $4.98M | 0.30% | +28,960+122.7% | Added |
| Engineers Gate Manager LP | 52,283 | $4.95M | 0.06% | +52,283 | New |
| Cornerstone Capital, Inc. | 52,278 | $4.95M | 0.48% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 51,609 | $4.89M | 0.07% | −196,313−79.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 51,465 | $4.88M | 0.17% | +188+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,193 | $4.85M | 0.12% | +51,193 | New |
| Greatmark Investment Partners, Inc. | 51,193 | $4.85M | 0.58% | −37−0.1% | Reduced |
| Lifeworks Advisors, LLC | 50,777 | $4.81M | 0.65% | −36,096−41.6% | Reduced |
| American Trust Investment Advisors, LLC | 50,699 | $4.80M | 2.48% | −2,525−4.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 50,417 | $4.78M | 0.80% | +91+0.2% | Added |
| Kentucky Trust Co | 50,403 | $4.78M | 2.59% | −295−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 50,199 | $4.76M | 0.36% | +1,660+3.4% | Added |
| Shorepoint Capital Partners LLC | 49,905 | $4.73M | 0.94% | +49,905 | New |
| ISAM Funds (UK) Ltd | 49,867 | $4.73M | 0.97% | +49,867 | New |
| New Mexico Educational Retirement Board | 49,687 | $4.71M | 0.15% | −1,500−2.9% | Reduced |
| Norinchukin Bank, The | 49,435 | $4.68M | 0.06% | +964+2.0% | Added |
| Oakworth Capital, Inc. | 49,410 | $4.68M | 0.27% | +16,082+48.3% | Added |
| Hengehold Capital Management LLC | 48,854 | $4.63M | 0.40% | +812+1.7% | Added |
| Morton Community Bank | 49,130 | $4.62M | 1.07% | +1,803+3.8% | Added |
| Credit Agricole S A | 48,668 | $4.61M | 0.02% | +48,668 | New |
| Woodley Farra Manion Portfolio Management Inc | 48,393 | $4.59M | 0.22% | +647+1.4% | Added |
| Montag A & Associates Inc | 47,539 | $4.51M | 0.21% | −1,960−4.0% | Reduced |
| Annex Advisory Services, LLC | 47,354 | $4.49M | 0.10% | −1,024−2.1% | Reduced |
| Laurel Wealth Advisors LLC | 47,340 | $4.49M | 0.63% | −807−1.7% | Reduced |
| Old National Bancorp | 47,060 | $4.46M | 0.08% | −3,383−6.7% | Reduced |
| Vinva Investment Management Ltd | 47,066 | $4.42M | 0.09% | +20,726+78.7% | Added |
| Dark Forest Capital Management LP | 46,439 | $4.40M | 0.17% | +46,439 | New |
| CBOE Vest Financial, LLC | 46,276 | $4.39M | 0.06% | +8,901+23.8% | Added |
| Apollon Financial, LLC | 46,196 | $4.38M | 0.73% | +184+0.4% | Added |
| Sciencast Management LP | 45,980 | $4.36M | 0.82% | +45,980 | New |
| GWN Securities Inc. | 45,722 | $4.35M | 1.01% | −46,814−50.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 45,491 | $4.31M | 0.00% | +380+0.8% | Added |
| Rench Wealth Management, Inc. | 45,404 | $4.30M | 1.26% | +618+1.4% | Added |
| Empowered Funds, LLC | 45,335 | $4.30M | 0.04% | +8,344+22.6% | Added |
| First Bank & Trust | 45,244 | $4.29M | 0.72% | −1,539−3.3% | Reduced |
| Park Avenue Securities LLC | 45,187 | $4.28M | 0.03% | +555+1.2% | Added |
| Cushing Asset Management, LP | 45,000 | $4.26M | 0.24% | +12,000+36.4% | Added |
| First Citizens Bank & Trust Co | 44,918 | $4.26M | 0.09% | −4,282−8.7% | Reduced |
| Diversified Enterprises, LLC | 44,916 | $4.26M | 0.29% | +526+1.2% | Added |
| Red Cedar Investment Management, LLC | 44,897 | $4.25M | 0.50% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 44,864 | $4.25M | 0.25% | +8,053+21.9% | Added |
| Level Four Advisory Services, LLC | 44,279 | $4.20M | 0.14% | −210−0.5% | Reduced |
| Neo Ivy Capital Management | 44,268 | $4.20M | 1.02% | +44,268 | New |
| Bailard, Inc. | 44,051 | $4.17M | 0.09% | −45−0.1% | Reduced |