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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q4 2025

Institutional positions in Southern Co as of Dec 31, 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
2,273
+98 vs. Q3 2025
Shares held
797.3M
+14.1M (+1.8%) vs. Q3 2025
Total value
$69.6B
−$4.66B (−6.3%) vs. Q3 2025
New holders
246
864 more added
Sold out
148
806 more reduced

47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 2,273 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ4 2025: $69.6B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.

Institutions holding SO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Eq Wealth Advisors, LLC1$870.00%+1New
ROSS\JOHNSON & Associates LLC2$1740.00%+2New
Arcadia Investment Management Corp2$1750.00%+2New
Y.D. More Investments Ltd1,675$4580.00%+1,476+741.7%Added
E Fund Management (Hong Kong) Co., Ltd.7$6170.00%00.0%Unchanged
NorthAvenue LLC8$6980.00%+8New
HFM Investment Advisors, LLC9$7850.00%−1−10.0%Reduced
Luken Investment Analytics, LLC10$8720.00%+10New
Mountain Hill Investment Partners Corp.11$9290.00%00.0%Unchanged
Godfrey Financial Associates, Inc.11$9590.00%+11New
Harvest Fund Management Co., Ltd6$1.00K0.00%−1,595−99.6%Reduced
Winthrop Capital Management, LLC17$1.00K0.00%00.0%Unchanged
Orion Capital Management LLC14$1.22K0.00%00.0%Unchanged
O'Domhnaill Enterprises, Inc.15$1.31K0.00%+15New
Rialto Wealth Management, LLC18$1.57K0.00%−18−50.0%Reduced
Delos Wealth Advisors, LLC18$1.57K0.00%00.0%Unchanged
Mascoma Wealth Management LLC18$1.57K0.00%+18New
10Elms LLP20$1.74K0.00%−222−91.7%Reduced
Your Advocates Ltd., LLP20$1.77K0.00%00.0%Unchanged
Advantage Trust Co21$1.83K0.00%−300−93.5%Reduced
Hara Capital LLC22$1.92K0.00%00.0%Unchanged
Osbon Capital Management LLC23$2.01K0.00%+23New
Three Bearings Fiduciary Advisors, Inc.25$2.23K0.00%+25New
Aviso Financial Inc.26$2.27K0.00%+26New
Crewe Advisors LLC26$2.27K0.00%+14+116.7%Added
Hollencrest Capital Management30$2.62K0.00%00.0%Unchanged
Investors Portfolio Services LLC31$2.69K0.00%+31New
Winnow Wealth LLC33$2.90K0.00%−1−2.9%Reduced
Valued Wealth Advisors LLC33$2.92K0.00%−7−17.5%Reduced
DiNuzzo Private Wealth, Inc.39$3.40K0.00%−1−2.5%Reduced
Networth Advisors, LLC45$3.92K0.00%+45New
Ogorek Anthony Joseph56$4.00K0.00%−47−45.6%Reduced
TSFG, LLC44$4.00K0.00%00.0%Unchanged
Essential Partners LLC46$4.05K0.00%+15+48.4%Added
WestEnd Advisors, LLC47$4.10K0.00%−3−6.0%Reduced
Atlas Capital Advisors LLC47$4.10K0.00%+47New
IMA Wealth, Inc.49$4.27K0.00%+41+512.5%Added
Raffa Wealth Management, LLC49$4.27K0.00%00.0%Unchanged
Atomic Invest LLC50$4.41K0.00%+50New
Wilkerson Advisory Group LLC55$4.80K0.00%+55New
McGuire Capital Advisors Inc56$4.88K0.00%+56New
ZRC Wealth Management, LLC56$4.88K0.00%+14+33.3%Added
Clayton Financial Group LLC57$4.97K0.00%+57New
Financial Perspectives, Inc58$5.05K0.00%00.0%Unchanged
PayPay Securities Corp62$5.41K0.16%+12+24.0%Added
Burkett Financial Services, LLC63$5.50K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC69$6.02K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC70$6.10K0.00%+26+59.1%Added
Cornerstone National Bank & Trust Co75$6.54K0.00%+75New
Richard W. Paul & Associates, LLC76$6.63K0.00%−2−2.6%Reduced
Carolina Wealth Advisors, LLC81$7.06K0.00%00.0%Unchanged
DecisionPoint Financial, LLC82$7.15K0.00%+72+720.0%Added
McIlrath & Eck, LLC86$7.50K0.00%−264−75.4%Reduced
True Wealth Design, LLC86$7.50K0.00%−21−19.6%Reduced
Bare Financial Services, Inc87$7.59K0.00%−16−15.5%Reduced
LGT Financial Advisors LLC87$7.59K0.05%00.0%Unchanged
Cherry Tree Wealth Management, LLC91$7.94K0.00%−121−57.1%Reduced
Penserra Capital Management LLC93$8.00K0.00%00.0%Unchanged
Ameriflex Group, Inc.96$8.37K0.00%−96−50.0%Reduced
Noble Wealth Management PBC96$8.37K0.00%00.0%Unchanged
Pittenger & Anderson Inc100$8.72K0.00%00.0%Unchanged
Clean Yield Group100$8.72K0.00%00.0%Unchanged
JDM Financial Group LLC100$8.72K0.00%00.0%Unchanged
Financial Freedom, LLC100$8.72K0.00%00.0%Unchanged
Compass Financial Services Inc102$8.87K0.00%+1+1.0%Added
Wellington Shields Capital Management, LLC104$9.07K0.00%00.0%Unchanged
Torren Management, LLC105$9.13K0.00%+105New
Redmont Wealth Advisors LLC105$9.16K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC106$9.24K0.00%−511−82.8%Reduced
Vision Retirement, LLC110$9.55K0.00%+110New
Quarry LP114$9.94K0.00%+114New
SJS Investment Consulting Inc.115$10.0K0.00%00.0%Unchanged
Belvedere Trading LLC117$10.2K0.00%+117New
Rakuten Securities, Inc.120$10.5K0.00%+52+76.5%Added
Lavaca Capital LLC122$10.6K0.00%00.0%Unchanged
Sfam, LLC123$10.7K0.01%+123New
Aspect Partners, LLC129$11.2K0.00%−130−50.2%Reduced
Benson Wealth Management INC132$11.5K0.01%+132New
Kilter Group LLC132$11.5K0.01%−1−0.8%Reduced
Stephenson National Bank & Trust140$12.2K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC146$12.7K0.00%+146New
Mowery & Schoenfeld Wealth Management, LLC147$12.8K0.02%00.0%Unchanged
Greenline Wealth Management LLC148$12.9K0.01%+148New
Caitlin John, LLC150$13.1K0.01%00.0%Unchanged
Strategic Advocates LLC153$13.4K0.00%00.0%Unchanged
Westend Capital Management, LLC156$13.6K0.00%00.0%Unchanged
Evermay Wealth Management LLC170$14.8K0.00%−170−50.0%Reduced
Robinswood Financial LLC181$15.8K0.01%+1+0.6%Added
Reyes Financial Architecture, Inc.183$16.0K0.01%−13−6.6%Reduced
Financial Network Wealth Advisors LLC192$16.7K0.02%00.0%Unchanged
Joseph Group Capital Management193$16.8K0.00%+193New
Riverview Trust Co194$16.9K0.02%00.0%Unchanged
Tower View Investment Management & Research LLC194$16.9K0.01%+2+1.0%Added
Navigoe, LLC200$17.0K0.01%00.0%Unchanged
Wellington-Altus USA Inc.198$17.3K0.01%+198New
Washington Trust Advisors, Inc.200$17.4K0.00%00.0%Unchanged
West Branch Capital LLC205$17.9K0.00%−30−12.8%Reduced
CBIZ Investment Advisory Services, LLC206$18.0K0.00%+4+2.0%Added
Private Wealth Management Group, LLC211$18.4K0.00%00.0%Unchanged
Blueline Advisors LLC224$19.5K0.02%+224New