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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 22,789 | $2.16M | 0.12% | −642−2.7% | Reduced |
| Ritholtz Wealth Management | 22,764 | $2.16M | 0.04% | +2,728+13.6% | Added |
| Global Retirement Partners, LLC | 22,754 | $2.16M | 0.05% | +1,703+8.1% | Added |
| Assetmark, Inc | 22,708 | $2.15M | 0.00% | +876+4.0% | Added |
| Essex LLC | 22,598 | $2.14M | 0.39% | −187−0.8% | Reduced |
| Cornerstone Advisory, LLC | 22,456 | $2.13M | 0.21% | +17,180+325.6% | Added |
| SummitTX Capital, L.P. | 22,376 | $2.12M | 0.09% | +22,376 | New |
| Columbus Macro, LLC | 22,367 | $2.12M | 0.24% | +134+0.6% | Added |
| Wealthspire Advisors, LLC | 22,234 | $2.11M | 0.01% | −721−3.1% | Reduced |
| Ci Investments Inc. | 22,061 | $2.09M | 0.01% | −2,030−8.4% | Reduced |
| Sowell Financial Services LLC | 21,942 | $2.08M | 0.08% | −206−0.9% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 21,866 | $2.07M | 1.27% | −3,745−14.6% | Reduced |
| Silver Oak Securities, Inc | 21,829 | $2.07M | 0.15% | +6,066+38.5% | Added |
| Fulton Bank, N.A. | 21,810 | $2.07M | 0.07% | −3,770−14.7% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.07M | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 21,748 | $2.06M | 0.16% | +1,128+5.5% | Added |
| Armor Investment Advisors, LLC | 21,518 | $2.04M | 0.65% | +543+2.6% | Added |
| Gladstone Institutional Advisory LLC | 21,461 | $2.03M | 0.08% | +105+0.5% | Added |
| Ausdal Financial Partners, Inc. | 21,449 | $2.03M | 0.10% | −5,388−20.1% | Reduced |
| HHM Wealth Advisors, LLC | 21,449 | $2.03M | 0.24% | −492−2.2% | Reduced |
| Capital Investment Advisory Services, LLC | 21,373 | $2.03M | 0.16% | +200+0.9% | Added |
| MSH Capital Advisors LLC | 21,336 | $2.02M | 0.54% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 21,253 | $2.01M | 0.06% | +621+3.0% | Added |
| Atomi Financial Group, Inc. | 21,220 | $2.01M | 0.07% | −29,182−57.9% | Reduced |
| Regal Investment Advisors LLC | 21,205 | $2.01M | 0.13% | +1,232+6.2% | Added |
| LVZ Advisors, Inc. | 21,192 | $2.01M | 0.23% | +2,070+10.8% | Added |
| NBT Bank N A | 19,981 | $2.01M | 0.13% | −1,518−7.1% | Reduced |
| NTV Asset Management LLC | 21,170 | $2.01M | 0.22% | −80.0% | Reduced |
| Modern Wealth Management, LLC | 21,141 | $2.00M | 0.04% | +50+0.2% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $2.00M | 1.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,110 | $2.00M | 0.07% | −352−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 21,060 | $2.00M | 0.16% | +8,055+61.9% | Added |
| MUFG Securities EMEA plc | 21,056 | $2.00M | 0.05% | +17,808+548.3% | Added |
| RDA Financial Network | 20,933 | $1.98M | 0.49% | −369−1.7% | Reduced |
| Patten & Patten Inc | 20,881 | $1.98M | 0.12% | 00.0% | Unchanged |
| LVW Advisors, LLC | 20,872 | $1.98M | 0.20% | −771−3.6% | Reduced |
| Benedict Financial Advisors Inc | 20,831 | $1.97M | 0.43% | +130+0.6% | Added |
| Lineweaver Wealth Advisors, LLC | 20,830 | $1.97M | 0.29% | +676+3.4% | Added |
| ABN AMRO Bank N.V. | 20,965 | $1.97M | 0.02% | +20,965 | New |
| Frank, Rimerman Advisors LLC | 20,747 | $1.97M | 0.13% | +710+3.5% | Added |
| Canada Post Corp Registered Pension Plan | 20,932 | $1.97M | 0.09% | +3,500+20.1% | Added |
| Constitution Capital LLC | 20,555 | $1.95M | 0.91% | +3,455+20.2% | Added |
| Regent Peak Wealth Advisors LLC | 20,504 | $1.94M | 0.39% | +20,504 | New |
| SageView Advisory Group, LLC | 20,504 | $1.94M | 0.07% | +15,975+352.7% | Added |
| Smith, Moore & Co. | 20,395 | $1.93M | 0.15% | +874+4.5% | Added |
| Wedmont Private Capital | 19,952 | $1.92M | 0.07% | +866+4.5% | Added |
| First City Capital Management, Inc. | 20,297 | $1.92M | 1.04% | −35−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 20,280 | $1.92M | 0.04% | +276+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 20,190 | $1.91M | 0.20% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 19,177 | $1.91M | 0.25% | −90.0% | Reduced |
| Mystic Asset Management, Inc. | 20,093 | $1.90M | 0.43% | −73−0.4% | Reduced |
| Parsons Capital Management Inc | 20,019 | $1.90M | 0.11% | −305−1.5% | Reduced |
| Bangor Savings Bank | 20,000 | $1.90M | 0.16% | −1,133−5.4% | Reduced |
| Canal Insurance CO | 20,000 | $1.90M | 0.40% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 19,937 | $1.89M | 0.04% | +7,625+61.9% | Added |
| M&G Plc | 19,829 | $1.88M | 0.01% | +19,829 | New |
| Miracle Mile Advisors, LLC | 19,854 | $1.88M | 0.03% | +4,554+29.8% | Added |
| Adapt Wealth Advisors, LLC | 19,685 | $1.87M | 0.69% | +20+0.1% | Added |
| TD Private Client Wealth LLC | 19,611 | $1.86M | 0.04% | −2,125−9.8% | Reduced |
| Pensionmark Financial Group, LLC | 19,581 | $1.86M | 0.04% | +1,845+10.4% | Added |
| T. Rowe Price Investment Management, Inc. | 19,552 | $1.85M | 0.00% | +11,927+156.4% | Added |
| Snowden Capital Advisors LLC | 19,497 | $1.85M | 0.05% | +1,504+8.4% | Added |
| Mayfair Advisory Group, LLC | 19,454 | $1.84M | 0.79% | +16+0.1% | Added |
| BIP Wealth, LLC | 19,337 | $1.83M | 0.09% | +8,327+75.6% | Added |
| Brooks, Moore & Associates, Inc. | 19,331 | $1.83M | 0.97% | +208+1.1% | Added |
| LMG Wealth Partners, LLC | 19,317 | $1.83M | 0.34% | −1,548−7.4% | Reduced |
| Rollins Financial Advisors, LLC | 19,313 | $1.83M | 0.28% | +269+1.4% | Added |
| ICW Investment Advisors LLC | 19,182 | $1.82M | 0.66% | +604+3.3% | Added |
| Bahl & Gaynor Inc | 19,168 | $1.82M | 0.01% | −144−0.7% | Reduced |
| Matrix Trust Co | 19,127 | $1.81M | 0.28% | +19,127 | New |
| Old Port Advisors | 19,078 | $1.81M | 0.46% | −3,825−16.7% | Reduced |
| Weaver Capital Management LLC | 19,009 | $1.80M | 0.39% | −1,076−5.4% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.80M | 0.28% | 00.0% | Unchanged |
| Providence First Trust Co | 18,946 | $1.80M | 0.62% | +800+4.4% | Added |
| Richard Bernstein Advisors LLC | 18,757 | $1.78M | 0.05% | −19,164−50.5% | Reduced |
| Aviva PLC | 18,714 | $1.77M | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 18,683 | $1.77M | 0.78% | +38+0.2% | Added |
| Bank of Hawaii | 18,598 | $1.76M | 0.09% | −715−3.7% | Reduced |
| NBC Securities, Inc. | 18,583 | $1.76M | 0.14% | −2,689−12.6% | Reduced |
| Consolidated Planning Corp | 18,507 | $1.75M | 0.19% | +250+1.4% | Added |
| Symphony Financial, Ltd. Co. | 18,468 | $1.75M | 0.21% | −380−2.0% | Reduced |
| SWAN Capital LLC | 18,387 | $1.74M | 0.71% | −138−0.7% | Reduced |
| Earnest Partners LLC | 18,273 | $1.73M | 0.01% | −263−1.4% | Reduced |
| Tema ETFs LLC | 18,233 | $1.73M | 0.14% | +18,233 | New |
| Advisor OS, LLC | 18,149 | $1.72M | 0.15% | +276+1.5% | Added |
| Peoples Financial Services Corp. | 18,102 | $1.72M | 0.77% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 18,065 | $1.71M | 0.63% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 17,998 | $1.71M | 0.25% | −358−2.0% | Reduced |
| Skopos Labs, Inc. | 18,722 | $1.70M | 0.23% | −287−1.5% | Reduced |
| Primoris Wealth Advisors, LLC | 17,944 | $1.70M | 1.08% | +650+3.8% | Added |
| Strategic Blueprint, LLC | 17,827 | $1.69M | 0.07% | +153+0.9% | Added |
| Dearborn Partners LLC | 17,767 | $1.68M | 0.08% | +50.0% | Added |
| SBI Securities Co., Ltd. | 17,652 | $1.67M | 0.04% | −276−1.5% | Reduced |
| Vontobel Holding Ltd. | 17,608 | $1.67M | 0.01% | +8,597+95.4% | Added |
| Ignite Planners, LLC | 17,561 | $1.66M | 0.27% | −491−2.7% | Reduced |
| Verity Asset Management, Inc. | 17,530 | $1.66M | 0.54% | +8,608+96.5% | Added |
| Huber Capital Management LLC | 17,500 | $1.66M | 0.26% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 17,459 | $1.65M | 0.31% | −8,558−32.9% | Reduced |
| Diversified Trust Co | 17,438 | $1.65M | 0.03% | +367+2.1% | Added |
| Jeppson Wealth Management, LLC | 17,347 | $1.64M | 0.52% | −122−0.7% | Reduced |