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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q4 2025 vs. Q3 2025

How the institutions holding Southern Co changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SO: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2,222472,273+98
Shares786.7M3.45M797.3M+14.1M (+1.8%)
Value$74.6B$326.9M$69.6B−$4.66B (−6.3%)

47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (246)

Institutions that held Southern Co at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 246 by value.

Institutions new to SO in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank12,745,981$1.11B0.12%
Pinnacle Financial Partners, Inc.1,767,997$154.2M1.16%
Renaissance Technologies LLC1,513,400$132.0M0.20%
ExodusPoint Capital Management, LP576,900$50.3M0.56%
OpenArc Corporate Advisory, LLC443,704$38.7M0.64%
EP Wealth Advisors, LLC390,880$34.1M0.18%
Southern Financial Group, LLC370,966$32.3M9.26%
Weiss Asset Management LP332,693$29.0M0.41%
Arbejdsmarkedets Tillaegspension272,066$23.7M0.60%
Eurizon Capital SGR S.p.A.194,925$17.0M0.05%
PensionDanmark Pensionsforsikringsaktieselskab194,410$17.0M0.15%
Cbre Clarion Securities LLC184,682$16.1M0.24%
CIBC World Markets Corp157,721$13.8M0.07%
Nomura Asset Management International Inc.150,690$13.1M0.02%
Susquehanna Portfolio Strategies, LLC144,095$12.6M0.19%
Tudor Investment Corp Et Al136,602$11.9M0.07%
Capital Innovations LLC115,871$10.1M2.88%
Trexquant Investment LP104,943$9.15M0.08%
Osmosis Investment Management UK Ltd78,393$6.84M0.17%
Glenmede Trust Co NA77,491$6.76M0.03%
Jefferies Financial Group Inc.74,123$6.46M0.05%
Marble Wealth, LLC50,957$4.44M0.62%
Pinebridge Investments LLC48,374$4.22M0.03%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.47,861$4.17M0.15%
Portman Square Capital LLP47,629$4.15M0.72%
Abn Amro Investment Solutions43,700$3.81M0.06%
Lombard Odier Asset Management (Switzerland) SA40,253$3.51M0.15%
North Dakota State Investment Board37,792$3.30M0.12%
Sculptor Capital LP36,000$3.14M0.04%
High Point Wealth Management, LLC35,556$3.10M2.91%
Bridgewater Associates, LP34,969$3.05M0.01%
Anchyra Partners LLC34,736$3.03M0.93%
Walsky Investment Management, Inc.33,858$2.95M3.01%
M3 Wealth Management, LLC32,057$2.80M2.28%
Wolverine Asset Management LLC28,237$2.46M0.04%
Laird Norton Trust Company, LLC27,568$2.40M0.05%
Delta Global Management LP27,147$2.37M0.17%
Aequim Alternative Investments LP25,382$2.21M0.04%
Wealth Intelligence, LLC25,144$2.19M1.09%
Union Bancaire Privee, UBP SA27,280$2.09M0.03%
Meadowbrook Advisors Group, LLC22,024$1.92M1.08%
Fideuram Asset Management (Ireland) dac20,132$1.80M0.14%
IMC-Chicago, LLC19,687$1.72M0.03%
Candriam Luxembourg S.C.A.19,157$1.67M0.01%
Parrish Capital LLC18,049$1.57M1.43%
TCW Group Inc17,310$1.51M0.01%
Tempo Wealth, LLC16,949$1.48M0.26%
Balyasny Asset Management LLC16,478$1.44M0.00%
Elevate Wealth Advisory, Inc16,330$1.42M0.97%
Kentucky Farm Bureau Mutual Insurance Co16,000$1.40M0.38%
Excelsior Advisor Network LLC15,350$1.34M0.65%
Aigen Investment Management, LP15,230$1.33M0.31%
NLB Skladi, upravljanje premozenja, d.o.o.14,000$1.22M0.06%
Intesa Sanpaolo S.p.A.13,407$1.17M0.08%
Cfo Capital Management LLC12,812$1.12M0.84%
Mosley Wealth Management11,459$1.10M0.51%
North Dallas Bank & Trust Co12,250$1.07M0.70%
Dougherty & Associates, LLC11,932$1.04M0.93%
Granite Islands Private Wealth, LLC11,430$987.3K0.91%
CSS LLC11,156$972.8K0.06%
Churchill Financial Advisors, LLC11,141$971.5K0.30%
ATLas Financial Planning LLC10,617$925.8K0.91%
Wiregrass Investment Management LLC10,554$920.3K0.77%
Tannin Capital LLC10,471$913.1K0.82%
Cornerstone Planning, LLC9,550$836.2K0.19%
Vestmark Advisory Solutions, Inc.9,099$793.4K0.01%
Tortuga Wealth Management, Inc8,928$778.6K0.82%
Roberts Wealth Advisors, LLC8,632$752.7K0.20%
PCM Encore, LLC8,521$743.0K0.16%
Odyssean, LLC8,486$740.0K0.53%
Cambient Family Office, LLC8,224$717.1K0.10%
Alessandra Capital Management, LLC8,220$716.8K0.64%
Campbell & CO Investment Adviser LLC8,046$701.6K0.03%
SBI Okasan Asset Management Co.Ltd.8,000$700.3K0.04%
Keudell/Morrison Wealth Management7,849$684.4K0.14%
Mirabella Financial Services LLP7,833$683.0K0.07%
VUB Generali dochodkova spravcovska spolocnost, a.s.7,555$658.8K0.50%
Daviman Financial, LLC7,388$644.3K0.38%
Dockside LLC7,058$615.5K0.16%
DB&C Advisors, LLC6,980$608.7K0.76%
Union Savings Bank6,805$593.4K0.26%
Stony Point Wealth Management Inc.6,738$587.6K0.22%
V-Square Quantitative Management LLC6,704$584.6K0.06%
Good Harbor Advisors, Inc.6,606$576.1K0.67%
Marathon Capital Management6,600$575.5K0.12%
Elequin Capital LP6,510$567.7K0.07%
Focused Alpha, LLC6,491$566.0K0.17%
Zinnia Wealth Advisory, LLC6,196$540.3K0.58%
Summit Global Investments6,183$539.0K0.03%
Z3 Capital Partners, LLC6,052$527.8K0.13%
SHP Wealth Management5,922$516.3K0.04%
Requisite Capital Management, LLC5,870$511.8K0.10%
Kesler, Norman & Wride, LLC5,811$506.7K0.09%
Thompson David Blair5,620$490.1K0.28%
Hilton Head Capital Partners, LLC5,497$479.4K0.28%
Clearwave Capital, LLC5,482$478.0K0.35%
Summit Wealth Group LLC5,457$475.9K0.06%
Frec Markets, Inc.5,451$475.4K0.14%
SG Trading Solutions, LLC5,396$471.0K0.11%
LeConte Wealth Management, LLC5,356$467.0K0.31%

Sold out (148)

Institutions that held Southern Co at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 148 by value.

Institutions that sold out of SO in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Two Sigma Investments, LP1,017,455$96.4M
Mizuho Markets Americas LLC933,700$88.5M
Ceredex Value Advisors LLC352,885$33.4M
Voloridge Investment Management, LLC352,687$33.4M
Adage Capital Partners GP, L.L.C.300,300$28.5M
Ilmarinen Mutual Pension Insurance Co259,000$24.5M
UBS Oconnor LLC201,920$19.1M
Lombard Odier Asset Management (Europe) Ltd–$16.7M
Aquatic Capital Management LLC147,459$14.0M
Kettle Hill Capital Management, LLC129,463$12.3M
Quantbot Technologies LP118,646$11.2M
Hudson Bay Capital Management LP89,259$8.46M
Advisors Preferred, LLC75,914$7.20M
Morningstar Investment Management LLC74,502$7.06M
Y-Intercept (Hong Kong) Ltd51,193$4.85M
ISAM Funds (UK) Ltd49,867$4.73M
Empowered Funds, LLC45,335$4.30M
BCJ Capital Management, LLC44,864$4.25M
Neo Ivy Capital Management44,268$4.20M
Connor, Clark & Lunn Investment Management Ltd.43,361$4.11M
111 Capital36,169$3.43M
Graham Capital Management, L.P.35,213$3.34M
Quadrature Capital Ltd31,125$2.95M
Hayek Kallen Investment Management28,964$2.75M
Jump Financial, LLC27,200$2.58M
Interval Partners, LP25,223$2.39M
Lee Johnson Capital Management, LLC23,449$2.22M
Virtu Financial LLC23,000$2.18M
SummitTX Capital, L.P.22,376$2.12M
Inceptionr LLC17,175$1.63M
NJ State Employees Deferred Compensation Plan17,000$1.61M
Driehaus Capital Management LLC16,552$1.57M
R Squared Ltd15,719$1.49M
Blackstone Group Inc.15,005$1.42M
FORA Capital, LLC15,001$1.42M
Brighton Jones LLC14,780$1.40M
Kiker Wealth Management, LLC14,128$1.34M
Entropy Technologies, LP12,845$1.22M
Twinbeech Capital LP12,308$1.17M
Caisse de Depot Et Placement du Quebec11,577$1.10M
Sustainable Insight Capital Management, LLC11,382$1.08M
Ossiam11,146$1.06M
Occudo Quantitative Strategies LP10,985$1.04M
EntryPoint Capital, LLC10,866$1.03M
SCP Investment, LP9,600$909.8K
Blue Capital, Inc.9,142$866.4K
Gsa Capital Partners LLP7,839$743.0K
Concentric Capital Strategies, LP6,179$585.6K
Point72 Asset Management, L.P.5,600$530.7K
Two Sigma Advisers, LP5,500$521.2K
Consolidated Portfolio Review Corp5,314$503.6K
Monograph Wealth Advisors, LLC5,075$481.0K
Pitcairn Co4,281$405.7K
OneAscent Investment Solutions LLC4,048$383.6K
Birch Financial Group, LLC3,703$351.0K
Moseley Investment Management Inc3,682$348.9K
PFG Advisors3,440$326.1K
First National Bank of Hutchinson3,434$325.4K
von Borstel & Associates, Inc.3,509$318.0K
Fieldview Capital Management, LLC3,336$316.2K
Petros Family Wealth, LLC3,264$309.3K
Compass Wealth Management LLC3,150$298.5K
First Financial Bank - Trust Division3,033$287.4K
Caliber Wealth Management, LLC2,984$282.8K
Beacon Financial Advisory LLC2,838$269.0K
Optas, LLC2,816$266.9K
Fortis Capital Advisors, LLC2,712$257.1K
Sherbrooke Park Advisers LLC2,686$254.6K
CFO4Life Group, LLC2,653$251.5K
Hardy Reed LLC2,556$242.2K
BankPlus Wealth Management LLC2,503$237.2K
Drucker Wealth 3.0, LLC2,419$229.3K
Hilton Capital Management, LLC2,400$227.4K
Parcion Private Wealth LLC2,393$226.8K
AGH Wealth Advisors, LLC2,351$222.8K
Fragasso Group Inc.2,353$222.5K
Black Diamond Financial, LLC2,326$220.4K
Tanglewood Wealth Management, Inc.2,321$220.0K
San Luis Wealth Advisors LLC2,319$219.8K
Byrne Financial Freedom, LLC2,307$218.6K
FSM Wealth Advisors, LLC2,299$217.9K
ACT Advisors, LLC.2,284$216.5K
Crowley Wealth Management, Inc.2,280$216.1K
Presper Financial Architects, LLC2,277$215.8K
Greenfield Seitz Capital Management, LLC2,270$215.1K
Interchange Capital Partners, LLC2,263$214.5K
Private Management Group Inc2,258$214.0K
Kestra Investment Management, LLC2,254$213.6K
BXM Wealth LLC2,250$213.2K
Emprise Bank2,248$213.0K
Angeles Wealth Management, LLC2,246$212.9K
Garde Capital, Inc.2,236$211.9K
Fiduciary Wealth Partners, LLC2,232$211.5K
Colton Groome Financial Advisors, LLC2,222$210.6K
MBA Advisors LLC2,222$210.6K
Hardin Capital Partners, LLC2,222$210.6K
Quest Investment Management LLC2,220$210.4K
Harvest Investment Services, LLC2,217$210.1K
Sunpointe, LLC2,215$209.9K
Mason & Associates Inc2,211$209.5K

Not filed for Q4 2025 yet (47)

Institutions that held Southern Co at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Synovus Financial Corp1,688,686$160.0M
Stonegate Investment Group, LLC892,989$84.6M
CIBC Bancorp USA Inc.156,073$14.8M
Pinnacle Financial Partners Inc132,384$12.5M
AXA Investment Managers S.A.101,864$9.65M
Shilanski & Associates, Inc.61,841$5.86M
Glenmede Investment Management, LP60,991$5.78M
Bridge Creek Capital Management LLC58,356$5.53M
Shorepoint Capital Partners LLC49,905$4.73M
Moloney Securities Asset Management, LLC31,286$2.96M
Eisler Capital Management Ltd.24,634$2.32M
Bristlecone Advisors, LLC16,845$1.60M
Country Club Bank16,240$1.53M
Wetherby Asset Management Inc15,281$1.45M
SPC Financial, Inc.13,258$1.26M
Bard Financial Services, Inc.12,520$1.19M
Cobblestone Capital Advisors LLC11,284$1.07M
Wells Trecaso Financial Group, LLC9,055$858.1K
Court Place Advisors, LLC8,477$803.4K
First National Corp8,069$764.9K
Sonora Investment Management Group, LLC7,894$748.2K
Apexium Financial, LP5,947$563.6K
Optimum Investment Advisors5,833$552.8K
Wolverine Trading, LLC5,680$533.4K
Donald L. Hagan, LLC5,484$519.7K
Asset Planning Corporation5,390$510.8K
Lokken Investment Group LLC4,873$461.8K
Oak Hill Wealth Advisors, LLC4,475$424.1K
L.M. Kohn & Company4,390$416.0K
Financial Advisors, LLC3,977$376.9K
Shell Asset Management Co3,961$375.0K
FCG Investment Co3,393$321.6K
Brass Tax Wealth Management, Inc3,310$313.7K
PBMares Wealth Management LLC3,281$311.0K
LexAurum Advisors, LLC2,959$280.4K
FSA Wealth Management LLC2,900$274.8K
Wela Strategies, Inc.2,293$217.3K
Hemington Wealth Management1,012$95.0K
Guerra Advisors Inc820$77.7K
AllSquare Wealth Management LLC504$47.8K
Binnacle Investments Inc490$46.4K
Accredited Wealth Management, LLC203$37.0K
WFA Asset Management Corp232$20.9K
Creekmur Asset Management LLC186$17.6K
Pineridge Advisors LLC156$14.8K
Lowe Wealth Advisors, LLC73$6.92K
Texas Capital Bancshares Inc37$3.51K