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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 43,897 | $4.16M | 1.13% | +551+1.3% | Added |
| Palisade Asset Management, LLC | 43,828 | $4.15M | 0.39% | +110.0% | Added |
| Pathway Financial Advisers, LLC | 43,930 | $4.15M | 1.21% | −3,511−7.4% | Reduced |
| Wills Financial Group LLC | 43,760 | $4.15M | 1.70% | +299+0.7% | Added |
| MTM Investment Management, LLC | 43,627 | $4.13M | 1.31% | +30+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 43,547 | $4.13M | 0.01% | −296−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 43,361 | $4.11M | 0.01% | +43,361 | New |
| Waterloo Capital, L.P. | 43,320 | $4.11M | 0.31% | +1,860+4.5% | Added |
| Mainstay Capital Management LLC | 43,123 | $4.09M | 0.41% | −42,621−49.7% | Reduced |
| All Terrain Financial Advisors, LLC | 42,662 | $4.04M | 1.30% | −7,467−14.9% | Reduced |
| Buckhead Capital Management LLC | 42,616 | $4.04M | 1.47% | +422+1.0% | Added |
| Sigma Planning Corp | 42,459 | $4.02M | 0.11% | −5,117−10.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 42,036 | $3.98M | 0.02% | +6,210+17.3% | Added |
| Prime Capital Investment Advisors, LLC | 41,750 | $3.96M | 0.05% | +2,415+6.1% | Added |
| Daymark Wealth Partners, LLC | 41,322 | $3.92M | 0.13% | +4,817+13.2% | Added |
| Canandaigua National Bank & Trust Co | 41,197 | $3.90M | 0.34% | −349−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 41,110 | $3.90M | 0.04% | −286−0.7% | Reduced |
| Los Angeles Capital Management LLC | 40,846 | $3.87M | 0.01% | −1,034−2.5% | Reduced |
| Allstate Corp | 40,634 | $3.85M | 0.09% | +40,634 | New |
| JPL Wealth Management, LLC | 39,962 | $3.79M | 0.90% | +190.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,826 | $3.77M | 0.39% | −130−0.3% | Reduced |
| First National Advisers, LLC | 39,585 | $3.75M | 0.51% | +1,258+3.3% | Added |
| Avantax Planning Partners, Inc. | 39,516 | $3.74M | 0.11% | −743−1.8% | Reduced |
| Marietta Investment Partners LLC | 39,502 | $3.74M | 0.72% | +2,456+6.6% | Added |
| Ameritas Investment Partners, Inc. | 39,437 | $3.74M | 0.11% | −631−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 39,392 | $3.73M | 0.06% | −68,834−63.6% | Reduced |
| Essex Financial Services, Inc. | 39,303 | $3.72M | 0.22% | +78+0.2% | Added |
| OneAscent Wealth Management LLC | 39,252 | $3.72M | 1.25% | −41−0.1% | Reduced |
| Omers Administration Corp | 39,180 | $3.71M | 0.03% | 00.0% | Unchanged |
| Bank Ozk | 39,106 | $3.71M | 1.31% | +1,747+4.7% | Added |
| Boston Partners | 38,998 | $3.70M | 0.00% | −139−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 38,714 | $3.67M | 0.05% | −564−1.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 38,630 | $3.66M | 0.05% | −544−1.4% | Reduced |
| We Are One Seven, LLC | 38,504 | $3.65M | 0.08% | +10,898+39.5% | Added |
| Empirical Finance, LLC | 38,159 | $3.62M | 0.17% | +384+1.0% | Added |
| First National Bank of Omaha | 38,116 | $3.61M | 0.23% | −1,973−4.9% | Reduced |
| HighPoint Advisor Group LLC | 38,086 | $3.61M | 0.17% | +984+2.7% | Added |
| Concord Wealth Partners | 37,567 | $3.56M | 0.49% | −6,937−15.6% | Reduced |
| Cary Street Partners Financial LLC | 37,384 | $3.54M | 0.09% | +853+2.3% | Added |
| Callan Family Office, LLC | 37,245 | $3.53M | 0.11% | −2,902−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,997 | $3.51M | 0.13% | −1,501−3.9% | Reduced |
| Robbins Farley LLC | 36,967 | $3.50M | 1.46% | +3,748+11.3% | Added |
| Great Lakes Retirement, Inc. | 36,868 | $3.49M | 0.38% | +2,297+6.6% | Added |
| LongView Wealth Management | 36,387 | $3.45M | 0.93% | −397−1.1% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 36,309 | $3.44M | 1.81% | −2,150−5.6% | Reduced |
| 111 Capital | 36,169 | $3.43M | 0.65% | +36,169 | New |
| Family Legacy, Inc. | 35,662 | $3.38M | 1.03% | +298+0.8% | Added |
| Waters Parkerson & Co., LLC | 35,650 | $3.38M | 0.16% | −100−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 35,526 | $3.37M | 0.63% | −970−2.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 35,505 | $3.36M | 0.09% | +2,094+6.3% | Added |
| Birmingham Capital Management Co Inc | 35,300 | $3.35M | 1.54% | −2,925−7.7% | Reduced |
| Graham Capital Management, L.P. | 35,213 | $3.34M | 0.12% | +35,213 | New |
| Northwestern Mutual Investment Management Company, LLC | 35,061 | $3.32M | 0.05% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 34,847 | $3.30M | 0.60% | −9,657−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 34,827 | $3.30M | 0.13% | +784+2.3% | Added |
| Everence Capital Management Inc | 34,801 | $3.30M | 0.20% | 00.0% | Unchanged |
| Equitable Trust Co | 34,609 | $3.28M | 0.15% | +82+0.2% | Added |
| Bokf, NA | 34,499 | $3.27M | 0.05% | −19−0.1% | Reduced |
| Stonebridge Financial Group, LLC | 34,307 | $3.25M | 0.29% | +299+0.9% | Added |
| Lantz Financial LLC | 34,163 | $3.24M | 0.72% | +437+1.3% | Added |
| KCM Investment Advisors LLC | 33,818 | $3.20M | 0.10% | +342+1.0% | Added |
| Texas Yale Capital Corp. | 33,743 | $3.20M | 0.10% | +2,730+8.8% | Added |
| Great Lakes Advisors, LLC | 33,605 | $3.18M | 0.03% | −9,755−22.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 33,399 | $3.17M | 0.24% | +2,526+8.2% | Added |
| Rockline Wealth Management, LLC | 33,355 | $3.16M | 0.65% | +38+0.1% | Added |
| Marshall Financial Group LLC | 33,205 | $3.15M | 0.61% | +1,669+5.3% | Added |
| Slagle Financial, LLC | 33,147 | $3.14M | 1.15% | +1,105+3.4% | Added |
| Johnson Investment Counsel Inc | 33,115 | $3.14M | 0.03% | +626+1.9% | Added |
| First National Trust Co | 33,014 | $3.13M | 0.11% | −227−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 33,002 | $3.13M | 0.05% | +5,904+21.8% | Added |
| Woodmont Investment Counsel LLC | 32,995 | $3.13M | 0.21% | −106−0.3% | Reduced |
| Adalta Capital Management LLC | 32,838 | $3.11M | 1.41% | +44+0.1% | Added |
| Bleakley Financial Group, LLC | 32,757 | $3.10M | 0.07% | −94−0.3% | Reduced |
| Financial Advisory Service, Inc. | 32,689 | $3.10M | 0.21% | +1,360+4.3% | Added |
| Ieq Capital, LLC | 32,653 | $3.09M | 0.01% | −4,666−12.5% | Reduced |
| Perigon Wealth Management, LLC | 32,548 | $3.08M | 0.06% | +6,801+26.4% | Added |
| Ethic Inc. | 32,506 | $3.08M | 0.05% | +1,365+4.4% | Added |
| Pettyjohn, Wood & White, Inc | 32,315 | $3.06M | 0.51% | +305+1.0% | Added |
| HF Advisory Group, LLC | 32,120 | $3.04M | 1.12% | +2,647+9.0% | Added |
| South State Corp. | 31,831 | $3.02M | 0.14% | −237−0.7% | Reduced |
| Verdence Capital Advisors LLC | 31,610 | $3.02M | 0.17% | +9,559+43.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 31,819 | $3.02M | 1.47% | −231−0.7% | Reduced |
| Naviter Wealth, LLC | 31,670 | $3.00M | 0.35% | +853+2.8% | Added |
| Leelyn Smith, LLC | 31,667 | $3.00M | 0.45% | +476+1.5% | Added |
| Miller Howard Investments Inc | 31,657 | $3.00M | 0.09% | +1,322+4.4% | Added |
| West Paces Advisors Inc. | 31,368 | $2.97M | 0.59% | −98−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 31,286 | $2.96M | 0.35% | −1,556−4.7% | Reduced |
| Intact Investment Management Inc. | 31,200 | $2.96M | 0.09% | −8,200−20.8% | Reduced |
| Quadrature Capital Ltd | 31,125 | $2.95M | 0.03% | +4,753+18.0% | Added |
| Biltmore Family Office, LLC | 30,743 | $2.91M | 0.41% | +46+0.1% | Added |
| apricus wealth, LLC | 30,710 | $2.91M | 1.57% | −1,275−4.0% | Reduced |
| Shoker Investment Counsel, Inc. | 30,666 | $2.91M | 0.86% | +87+0.3% | Added |
| Courier Capital LLC | 30,637 | $2.90M | 0.17% | −52−0.2% | Reduced |
| Verition Fund Management LLC | 30,636 | $2.90M | 0.02% | −375,613−92.5% | Reduced |
| Mutual Advisors, LLC | 30,160 | $2.90M | 0.06% | −4,821−13.8% | Reduced |
| McRae Capital Management Inc | 30,556 | $2.90M | 0.57% | +40.0% | Added |
| Great Valley Advisor Group, Inc. | 30,499 | $2.89M | 0.06% | +3,047+11.1% | Added |
| Summit Trail Advisors, LLC | 30,323 | $2.87M | 0.04% | +5,533+22.3% | Added |
| Little House Capital LLC | 30,249 | $2.87M | 0.66% | +3,937+15.0% | Added |
| Nomura Holdings Inc | 30,198 | $2.86M | 0.01% | +6,904+29.6% | Added |