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 |
|---|---|---|---|---|---|
| Reaves W H & Co Inc | 30,048 | $2.85M | 0.05% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 30,000 | $2.84M | 0.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 30,000 | $2.84M | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29,812 | $2.83M | 0.07% | −871−2.8% | Reduced |
| Citizens National Bank Trust Department | 29,671 | $2.81M | 0.50% | +6,267+26.8% | Added |
| MUFG Securities Americas Inc. | 29,664 | $2.81M | 0.18% | +5,306+21.8% | Added |
| Vise Technologies, Inc. | 29,635 | $2.81M | 0.10% | −5,556−15.8% | Reduced |
| Arete Wealth Advisors, LLC | 29,631 | $2.81M | 0.18% | −901−3.0% | Reduced |
| Centaurus Financial, Inc. | 29,471 | $2.79M | 0.13% | +192+0.7% | Added |
| Pullen Investment Management, LLC | 29,387 | $2.79M | 1.51% | +166+0.6% | Added |
| Allen Capital Group, LLC | 29,324 | $2.78M | 0.27% | −81−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 29,243 | $2.77M | 0.19% | +7,545+34.8% | Added |
| Tower Research Capital LLC (TRC) | 29,219 | $2.77M | 0.08% | +18,607+175.3% | Added |
| Broadwater Capital Management LLC | 29,154 | $2.76M | 2.02% | −2,650,813−98.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 28,998 | $2.75M | 0.18% | −791−2.7% | Reduced |
| Hilltop National Bank | 28,987 | $2.75M | 0.68% | +154+0.5% | Added |
| Hayek Kallen Investment Management | 28,964 | $2.75M | 0.87% | −885−3.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 28,793 | $2.73M | 0.77% | +2,930+11.3% | Added |
| Smartleaf Asset Management LLC | 29,020 | $2.73M | 0.17% | +5,380+22.8% | Added |
| Jacobi Capital Management LLC | 28,741 | $2.72M | 0.17% | +121+0.4% | Added |
| Plan Group Financial, LLC | 28,633 | $2.71M | 0.73% | +6,586+29.9% | Added |
| OmniStar Financial Group, Inc. | 28,571 | $2.71M | 1.64% | −9,484−24.9% | Reduced |
| Holderness Investments Co | 28,473 | $2.70M | 0.55% | −1,372−4.6% | Reduced |
| Chemung Canal Trust Co | 28,442 | $2.70M | 0.54% | −167−0.6% | Reduced |
| LBMC Investment Advisors, LLC | 28,396 | $2.69M | 0.17% | −873−3.0% | Reduced |
| Rahlfs Capital, LLC | 28,370 | $2.69M | 2.13% | 00.0% | Unchanged |
| Toroso Investments, LLC | 28,365 | $2.69M | 0.01% | +1,594+6.0% | Added |
| Meeder Advisory Services, Inc. | 28,344 | $2.69M | 0.12% | +3,454+13.9% | Added |
| Tyche Wealth Partners LLC | 28,003 | $2.65M | 0.47% | −118−0.4% | Reduced |
| Catalytic Wealth RIA, LLC | 27,947 | $2.65M | 0.09% | +14,657+110.3% | Added |
| GAMMA Investing LLC | 27,946 | $2.65M | 0.15% | +2,467+9.7% | Added |
| Aurora Investment Counsel | 27,867 | $2.64M | 1.38% | −150−0.5% | Reduced |
| Citizens Financial Group Inc | 27,848 | $2.64M | 0.04% | −4,102−12.8% | Reduced |
| Danske Bank A/S | 27,763 | $2.63M | 0.01% | +2,900+11.7% | Added |
| Armis Advisers, LLC | 28,089 | $2.62M | 0.24% | −2,439−8.0% | Reduced |
| Old North State Trust, LLC | 27,569 | $2.61M | 1.59% | +1,813+7.0% | Added |
| Sargent Investment Group, LLC | 27,440 | $2.60M | 0.37% | +15+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 27,400 | $2.60M | 0.64% | +578+2.2% | Added |
| Vectors Research Management, LLC | 27,332 | $2.59M | 0.82% | +628+2.4% | Added |
| Jump Financial, LLC | 27,200 | $2.58M | 0.03% | +20,852+328.5% | Added |
| GAM Holding AG | 26,950 | $2.55M | 0.16% | −139−0.5% | Reduced |
| Quadrant Capital Group LLC | 26,945 | $2.55M | 0.08% | +3,933+17.1% | Added |
| CIBC World Markets Inc. | 26,917 | $2.55M | 0.01% | −98,569−78.5% | Reduced |
| Mather Group, LLC. | 26,792 | $2.54M | 0.03% | +977+3.8% | Added |
| Caldwell Trust Co | 26,686 | $2.53M | 0.24% | +2,631+10.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 26,643 | $2.52M | 0.39% | +1,006+3.9% | Added |
| Pacitti Group Inc. | 26,591 | $2.52M | 0.98% | +1,459+5.8% | Added |
| Nepsis, Inc. | 26,539 | $2.52M | 0.80% | −6,652−20.0% | Reduced |
| Fiduciary Alliance LLC | 26,396 | $2.50M | 0.17% | −628−2.3% | Reduced |
| Argyle Capital Management Inc. | 26,271 | $2.49M | 0.86% | 00.0% | Unchanged |
| Capital Square, LLC | 26,213 | $2.48M | 1.27% | +627+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,073 | $2.47M | 0.01% | +1,645+6.7% | Added |
| Kavar Capital Partners Group, LLC | 26,044 | $2.47M | 0.33% | +101+0.4% | Added |
| John G Ullman & Associates Inc | 25,980 | $2.46M | 0.33% | −112−0.4% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.45M | 0.65% | 00.0% | Unchanged |
| Private Trust Co NA | 25,567 | $2.42M | 0.21% | +16+0.1% | Added |
| IHT Wealth Management, LLC | 25,446 | $2.41M | 0.06% | +52+0.2% | Added |
| NorthRock Partners, LLC | 25,423 | $2.41M | 0.04% | +6,356+33.3% | Added |
| Sterling Capital Management LLC | 25,346 | $2.40M | 0.04% | +178+0.7% | Added |
| PFG Investments, LLC | 25,333 | $2.40M | 0.12% | +68+0.3% | Added |
| CX Institutional | 25,270 | $2.40M | 0.07% | +16,893+201.7% | Added |
| Interval Partners, LP | 25,223 | $2.39M | 0.05% | +9,666+62.1% | Added |
| Brown Brothers Harriman & Co | 25,211 | $2.39M | 0.01% | +705+2.9% | Added |
| Harbour Investments, Inc. | 25,106 | $2.38M | 0.05% | −418−1.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 25,102 | $2.38M | 0.24% | +240+1.0% | Added |
| SRS Capital Advisors, Inc. | 25,076 | $2.38M | 0.03% | +21,556+612.4% | Added |
| Farringdon Capital, Ltd. | 25,054 | $2.37M | 0.60% | +25,054 | New |
| American Assets Investment Management, LLC | 25,000 | $2.37M | 0.17% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 24,948 | $2.36M | 0.27% | −374−1.5% | Reduced |
| Stolper Co | 24,941 | $2.36M | 0.72% | +470+1.9% | Added |
| Bessemer Group Inc | 24,723 | $2.34M | 0.00% | +2,195+9.7% | Added |
| Alberta Investment Management Corp | 24,600 | $2.33M | 0.02% | −37,000−60.1% | Reduced |
| Hilltop Holdings Inc. | 24,476 | $2.32M | 0.12% | +2,928+13.6% | Added |
| Eisler Capital Management Ltd. | 24,634 | $2.32M | 0.05% | +24,141+4,896.8% | Added |
| Atlantic Union Bankshares Corp | 24,325 | $2.31M | 0.04% | +545+2.3% | Added |
| Harbour Trust & Investment Management Co | 24,209 | $2.29M | 0.24% | −2,288−8.6% | Reduced |
| Greenleaf Trust | 24,134 | $2.29M | 0.02% | +1,011+4.4% | Added |
| Americana Partners, LLC | 24,124 | $2.29M | 0.07% | +646+2.8% | Added |
| Red Door Wealth Management, LLC | 24,116 | $2.29M | 0.24% | +5,377+28.7% | Added |
| ZWJ Investment Counsel Inc | 24,000 | $2.27M | 0.08% | −442−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,909 | $2.27M | 0.27% | +3,948+19.8% | Added |
| D L Carlson Investment Group Inc | 23,850 | $2.26M | 0.38% | +180+0.8% | Added |
| Wedbush Securities Inc | 23,769 | $2.25M | 0.07% | +1,379+6.2% | Added |
| Alaethes Wealth LLC | 23,638 | $2.24M | 0.64% | +2,686+12.8% | Added |
| Retirement Planning Group | 23,578 | $2.23M | 0.08% | +18,402+355.5% | Added |
| Change Path, LLC | 23,565 | $2.23M | 0.05% | −1,460−5.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,549 | $2.23M | 0.06% | +6,852+41.0% | Added |
| Zions Bancorporation, National Association | 23,506 | $2.23M | 0.11% | −19,559−45.4% | Reduced |
| Lee Johnson Capital Management, LLC | 23,449 | $2.22M | 0.74% | +23,449 | New |
| Mechanics Bank Trust Department | 23,417 | $2.22M | 0.31% | −2,268−8.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,387 | $2.22M | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 23,222 | $2.20M | 0.10% | −441−1.9% | Reduced |
| Inman Jager Wealth Management, LLC | 23,189 | $2.20M | 1.40% | −982−4.1% | Reduced |
| Westpac Banking Corp | 23,155 | $2.19M | 0.14% | +20,385+735.9% | Added |
| S.E.E.D. Planning Group LLC | 23,113 | $2.19M | 0.64% | −639−2.7% | Reduced |
| Southeast Asset Advisors Inc. | 23,058 | $2.19M | 0.24% | −31−0.1% | Reduced |
| Buckingham Strategic Partners | 23,220 | $2.18M | 0.02% | +1,524+7.0% | Added |
| First United Bank Trust | 23,034 | $2.18M | 0.71% | −190−0.8% | Reduced |
| Virtu Financial LLC | 23,000 | $2.18M | 0.12% | +23,000 | New |
| Principal Securities, Inc. | 22,869 | $2.17M | 0.04% | +1,128+5.2% | Added |