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 |
|---|---|---|---|---|---|
| Agp Franklin, LLC | 17,320 | $1.64M | 0.80% | +595+3.6% | Added |
| WJ Financial Advisors LLC | 17,308 | $1.64M | 1.59% | +17,308 | New |
| Wellington Shields & Co., LLC | 17,288 | $1.64M | 0.43% | +54+0.3% | Added |
| RFP Financial Group LLC | 18,293 | $1.64M | 0.67% | +1,162+6.8% | Added |
| Romano Brothers and Company | 17,273 | $1.64M | 0.19% | −96−0.6% | Reduced |
| Gleason Group, Inc. | 17,261 | $1.64M | 0.16% | +138+0.8% | Added |
| Inceptionr LLC | 17,175 | $1.63M | 0.39% | +17,175 | New |
| XML Financial, LLC | 17,133 | $1.62M | 0.13% | +567+3.4% | Added |
| Focus Financial Network, Inc. | 17,105 | $1.62M | 0.06% | +666+4.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 17,097 | $1.62M | 0.99% | −404−2.3% | Reduced |
| Smith Thornton Advisors LLC | 17,006 | $1.61M | 0.85% | +21+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.61M | 0.18% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 16,954 | $1.61M | 0.15% | −94−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 16,886 | $1.60M | 0.03% | −1,336−7.3% | Reduced |
| Bristlecone Advisors, LLC | 16,845 | $1.60M | 0.13% | −170−1.0% | Reduced |
| CapWealth Advisors, LLC | 16,733 | $1.59M | 0.11% | +932+5.9% | Added |
| CAPROCK Group, Inc. | 17,001 | $1.58M | 0.04% | +17,001 | New |
| Driehaus Capital Management LLC | 16,552 | $1.57M | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16,465 | $1.56M | 0.33% | +852+5.5% | Added |
| Capital International Sarl | 16,465 | $1.56M | 0.03% | +16,465 | New |
| Larson Financial Group LLC | 16,461 | $1.56M | 0.05% | +4,866+42.0% | Added |
| Ipswich Investment Management Co., Inc. | 16,437 | $1.56M | 0.36% | +36+0.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.55M | 0.12% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 16,369 | $1.55M | 0.46% | −132−0.8% | Reduced |
| Sumitomo Life Insurance Co | 16,335 | $1.55M | 0.05% | −492−2.9% | Reduced |
| EPG Wealth Management LLC | 16,273 | $1.54M | 0.42% | +353+2.2% | Added |
| NovaPoint Capital, LLC | 16,097 | $1.53M | 0.37% | +1,539+10.6% | Added |
| Country Club Bank | 16,240 | $1.53M | 0.09% | +2,130+15.1% | Added |
| Burns J W & Co Inc | 16,032 | $1.52M | 0.17% | −825−4.9% | Reduced |
| Altshuler Shaham Ltd | 15,918 | $1.51M | 0.02% | +4,726+42.2% | Added |
| Johnson Financial Group, Inc. | 15,894 | $1.51M | 0.06% | −2,330−12.8% | Reduced |
| Stokes Family Office, LLC | 15,879 | $1.50M | 0.14% | +218+1.4% | Added |
| High Net Worth Advisory Group LLC | 15,874 | $1.50M | 0.36% | +174+1.1% | Added |
| Sage Mountain Advisors LLC | 15,830 | $1.50M | 0.09% | +4,355+38.0% | Added |
| Aprio Wealth Management, LLC | 15,821 | $1.50M | 0.15% | +1,879+13.5% | Added |
| AssuredPartners Investment Advisors, LLC | 15,811 | $1.50M | 0.33% | +938+6.3% | Added |
| R Squared Ltd | 15,719 | $1.49M | 0.64% | +15,719 | New |
| Silvercrest Asset Management Group LLC | 15,709 | $1.49M | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15,667 | $1.48M | 0.40% | +106+0.7% | Added |
| Bush Investment Group, LLC | 15,621 | $1.48M | 0.88% | +4,536+40.9% | Added |
| Confluence Wealth Services, Inc. | 15,610 | $1.48M | 0.07% | +35+0.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 15,429 | $1.46M | 0.50% | −166−1.1% | Reduced |
| Fca Corp | 15,393 | $1.46M | 0.41% | +365+2.4% | Added |
| Burke & Herbert Bank & Trust Co | 15,350 | $1.45M | 0.31% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 15,347 | $1.45M | 1.35% | +3,337+27.8% | Added |
| Lebenthal Global Advisors, LLC | 15,329 | $1.45M | 0.25% | +618+4.2% | Added |
| Wetherby Asset Management Inc | 15,281 | $1.45M | 0.06% | +186+1.2% | Added |
| DMG Group, LLC | 15,233 | $1.44M | 1.00% | +832+5.8% | Added |
| Venturi Wealth Management, LLC | 15,230 | $1.44M | 0.07% | +105+0.7% | Added |
| Stiles Financial Services Inc | 15,225 | $1.44M | 0.45% | +1,404+10.2% | Added |
| Flputnam Investment Management Co | 15,050 | $1.43M | 0.02% | +971+6.9% | Added |
| Powers Advisory Group, LLC | 15,049 | $1.43M | 0.57% | −203−1.3% | Reduced |
| Invesco, LLC | 15,034 | $1.42M | 0.48% | −242−1.6% | Reduced |
| Blackstone Group Inc. | 15,005 | $1.42M | 0.01% | +15,005 | New |
| FORA Capital, LLC | 15,001 | $1.42M | 0.25% | +15,001 | New |
| Glen Eagle Advisors, LLC | 14,975 | $1.42M | 0.20% | +459+3.2% | Added |
| Valmark Advisers, Inc. | 14,970 | $1.42M | 0.02% | +386+2.6% | Added |
| National Asset Management, Inc. | 14,857 | $1.41M | 0.07% | −1,907−11.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 14,848 | $1.41M | 0.05% | −324−2.1% | Reduced |
| Register Financial Advisors LLC | 14,826 | $1.41M | 0.55% | +15+0.1% | Added |
| Brighton Jones LLC | 14,780 | $1.40M | 0.03% | +620+4.4% | Added |
| GTS Securities LLC | 14,768 | $1.40M | 0.05% | −2,762−15.8% | Reduced |
| Everstar Asset Management, LLC | 14,728 | $1.40M | 0.79% | +4,061+38.1% | Added |
| Farmers National Bank | 14,621 | $1.39M | 0.33% | −110−0.7% | Reduced |
| Parallel Advisors, LLC | 14,620 | $1.39M | 0.03% | +541+3.8% | Added |
| Spreng Capital Management, Inc. | 14,617 | $1.39M | 0.55% | 00.0% | Unchanged |
| Centennial Bank | 14,491 | $1.37M | 0.54% | −600−4.0% | Reduced |
| BancorpSouth Bank | 14,394 | $1.36M | 0.08% | −1,270−8.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 14,338 | $1.36M | 0.29% | −47−0.3% | Reduced |
| Philadelphia Trust Co | 14,320 | $1.36M | 0.10% | −110−0.8% | Reduced |
| CWS Financial Advisors, LLC | 14,273 | $1.35M | 0.38% | +860+6.4% | Added |
| Archford Capital Strategies, LLC | 14,219 | $1.35M | 0.16% | −277−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 14,217 | $1.35M | 0.24% | +302+2.2% | Added |
| Detalus Advisors, LLC | 14,176 | $1.34M | 0.35% | +241+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 14,172 | $1.34M | 0.54% | +96+0.7% | Added |
| Ti-Trust, Inc | 14,160 | $1.34M | 0.84% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 14,128 | $1.34M | 0.68% | +8+0.1% | Added |
| International Assets Investment Management, LLC | 14,493 | $1.34M | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 14,088 | $1.34M | 0.09% | +33+0.2% | Added |
| Eastern Bank | 14,009 | $1.33M | 0.02% | +6,420+84.6% | Added |
| Axq Capital, LP | 13,974 | $1.32M | 0.51% | +13,974 | New |
| Adirondack Trust Co | 13,968 | $1.32M | 0.44% | −188−1.3% | Reduced |
| Sculati Wealth Management, LLC | 13,965 | $1.32M | 0.47% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,937 | $1.32M | 0.06% | −342−2.4% | Reduced |
| SHUTTLEWORTH & Co | 13,915 | $1.32M | 1.20% | +13,915 | New |
| Berkeley Capital Partners, LLC | 13,894 | $1.32M | 0.31% | −29−0.2% | Reduced |
| Baldwin Investment Management, LLC | 13,878 | $1.32M | 0.15% | +550+4.1% | Added |
| Quest Partners LLC | 13,819 | $1.31M | 0.09% | +10,233+285.4% | Added |
| Delta Asset Management LLC | 13,762 | $1.30M | 0.11% | −104−0.8% | Reduced |
| Busey Wealth Management | 13,746 | $1.30M | 0.04% | +1,272+10.2% | Added |
| Western Wealth Management, LLC | 13,725 | $1.30M | 0.07% | +1,355+11.0% | Added |
| Empire Financial Management Company, LLC | 13,667 | $1.30M | 0.30% | 00.0% | Unchanged |
| Bank & Trust Co | 13,662 | $1.29M | 0.96% | −42−0.3% | Reduced |
| ForthRight Wealth Management, LLC | 13,600 | $1.29M | 0.37% | −14−0.1% | Reduced |
| Blue Fin Capital, Inc. | 13,569 | $1.29M | 0.20% | −19−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,534 | $1.28M | 0.00% | +300+2.3% | Added |
| Mission Wealth Management, LP | 13,524 | $1.28M | 0.03% | +90+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,512 | $1.28M | 0.03% | −16,207−54.5% | Reduced |
| Mitchell Sinkler & Starr | 13,498 | $1.28M | 0.58% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 13,495 | $1.28M | 0.02% | −381−2.7% | Reduced |