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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle West Asset Management, Inc. | 5,310 | $463.0K | 0.30% | −100−1.8% | Reduced |
| Duncker Streett & Co Inc | 5,315 | $463.4K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,326 | $464.4K | 0.02% | −308−5.5% | Reduced |
| Argent Advisors, Inc. | 5,330 | $464.8K | 0.13% | −278−5.0% | Reduced |
| Edgestream Partners, L.P. | 5,332 | $464.9K | 0.01% | −81,093−93.8% | Reduced |
| Bridges Investment Management Inc | 5,334 | $465.1K | 0.01% | +270+5.3% | Added |
| Approach Retirement Advisors, LLC | 5,345 | $466.0K | 0.40% | +5,345 | New |
| Texas Capital Bank Wealth Management Services Inc | 5,355 | $467.0K | 0.03% | +2,552+91.0% | Added |
| LeConte Wealth Management, LLC | 5,356 | $467.0K | 0.31% | +5,356 | New |
| Valued Retirements, Inc. | 5,361 | $467.5K | 0.46% | +75+1.4% | Added |
| Atlas Brown,Inc. | 5,396 | $470.5K | 0.14% | +3+0.1% | Added |
| Bey-Douglas LLC | 5,396 | $470.6K | 0.38% | +251+4.9% | Added |
| BOS Asset Management, LLC | 5,401 | $471.0K | 0.13% | 00.0% | Unchanged |
| SG Trading Solutions, LLC | 5,396 | $471.0K | 0.11% | +5,396 | New |
| Doliver Advisors, LP | 5,403 | $471.1K | 0.12% | −75−1.4% | Reduced |
| Wealth Management Associates, Inc. | 5,423 | $472.9K | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,426 | $473.1K | 0.06% | −2,105−28.0% | Reduced |
| Clarity Wealth Development LLC | 5,430 | $473.5K | 0.40% | +34+0.6% | Added |
| Intrua Financial, LLC | 5,433 | $473.8K | 0.05% | +168+3.2% | Added |
| Mathes Company, Inc. | 5,450 | $475.0K | 0.17% | 00.0% | Unchanged |
| 1st Source Bank | 5,451 | $475.3K | 0.02% | −50−0.9% | Reduced |
| Frec Markets, Inc. | 5,451 | $475.4K | 0.14% | +5,451 | New |
| Asahi Life Asset Management Co., Ltd. | 5,454 | $475.6K | 0.27% | +3,047+126.6% | Added |
| Charter Trust Co | 5,457 | $475.9K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 5,457 | $475.9K | 0.06% | +5,457 | New |
| Clearwave Capital, LLC | 5,482 | $478.0K | 0.35% | +5,482 | New |
| Hilton Head Capital Partners, LLC | 5,497 | $479.4K | 0.28% | +5,497 | New |
| Inscription Capital, LLC | 5,504 | $480.0K | 0.05% | +279+5.3% | Added |
| Stratos Wealth Advisors, LLC | 5,510 | $480.5K | 0.02% | −42−0.8% | Reduced |
| L2 Asset Management, LLC | 5,515 | $480.9K | 0.06% | +373+7.3% | Added |
| Bienville Capital Management, LLC | 5,525 | $481.8K | 0.08% | +43+0.8% | Added |
| Journey Strategic Wealth LLC | 5,554 | $484.3K | 0.01% | −5,266−48.7% | Reduced |
| Motco | 5,554 | $484.3K | 0.04% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,561 | $484.9K | 0.07% | +228+4.3% | Added |
| Two Sigma Securities, LLC | 5,565 | $485.3K | 0.07% | −5,168−48.2% | Reduced |
| Dogwood Wealth Management LLC | 5,586 | $487.1K | 0.21% | −1,989−26.3% | Reduced |
| Hickory Point Bank & Trust | 5,607 | $488.9K | 0.35% | +75+1.4% | Added |
| Armstrong Advisory Group, Inc | 5,609 | $489.1K | 0.03% | −166−2.9% | Reduced |
| Thompson David Blair | 5,620 | $490.1K | 0.28% | +5,620 | New |
| Davy Global Fund Management Ltd | 5,625 | $490.5K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 5,636 | $491.4K | 0.16% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 5,650 | $492.7K | 0.29% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,663 | $493.8K | 0.25% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 5,663 | $493.8K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 5,664 | $493.9K | 0.21% | +10.0% | Added |
| Chicago Trust Co NA | 5,696 | $496.7K | 0.08% | −470−7.6% | Reduced |
| SevenBridge Financial Group, LLC | 5,652 | $498.3K | 0.08% | −1,200−17.5% | Reduced |
| Paragon Private Wealth Management, LLC | 5,730 | $499.7K | 0.15% | −333−5.5% | Reduced |
| Investors Research Corp | 5,730 | $499.7K | 0.09% | −1,500−20.7% | Reduced |
| O'Rourke & Company, Inc | 5,734 | $500.0K | 0.19% | +6+0.1% | Added |
| Scotia Capital Inc. | 5,736 | $500.1K | 0.00% | +1,288+29.0% | Added |
| IVC Wealth Advisors LLC | 5,741 | $500.6K | 0.22% | +165+3.0% | Added |
| Ballew Advisors, Inc | 5,743 | $502.8K | 0.28% | +20.0% | Added |
| Camden Capital, LLC | 5,781 | $504.1K | 0.03% | −300−4.9% | Reduced |
| First Dallas Securities Inc. | 5,795 | $505.3K | 0.19% | −225−3.7% | Reduced |
| Kesler, Norman & Wride, LLC | 5,811 | $506.7K | 0.09% | +5,811 | New |
| TruWealth Advisors, LLC | 5,817 | $507.2K | 0.02% | −16−0.3% | Reduced |
| Cross Staff Investments Inc | 5,835 | $508.8K | 0.31% | 00.0% | Unchanged |
| Orion Investment Co | 5,845 | $509.7K | 0.16% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 5,866 | $511.5K | 0.04% | +1,377+30.7% | Added |
| OMC Financial Services LTD | 5,867 | $511.6K | 0.19% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,870 | $511.8K | 0.10% | +5,870 | New |
| Schulhoff & Co Inc | 5,875 | $512.3K | 0.22% | 00.0% | Unchanged |
| Congress Asset Management Co | 5,882 | $512.9K | 0.00% | −600−9.3% | Reduced |
| SHP Wealth Management | 5,922 | $516.3K | 0.04% | +5,922 | New |
| Red Wave Investments LLC | 5,923 | $516.5K | 0.15% | −58−1.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,925 | $516.6K | 0.27% | −200−3.3% | Reduced |
| Diligent Investors, LLC | 5,933 | $517.3K | 0.13% | +4+0.1% | Added |
| Reliant Investment Partners, LLC | 5,944 | $518.3K | 0.41% | +10.0% | Added |
| Trinity Financial Advisors LLC | 5,946 | $518.5K | 0.14% | −105−1.7% | Reduced |
| New Republic Capital, LLC | 5,946 | $518.5K | 0.14% | +2,453+70.2% | Added |
| Keebeck Wealth Management, LLC | 6,002 | $523.4K | 0.06% | +14+0.2% | Added |
| Wiser Wealth Management, Inc | 6,010 | $524.0K | 0.12% | +113+1.9% | Added |
| Verus Financial Partners, Inc. | 5,950 | $524.6K | 0.05% | 00.0% | Unchanged |
| Integras Partners LLC | 6,025 | $525.4K | 0.42% | 00.0% | Unchanged |
| PFW Advisors LLC | 6,032 | $526.0K | 0.16% | −169−2.7% | Reduced |
| Maia Wealth LLC | 5,687 | $526.4K | 0.09% | +577+11.3% | Added |
| Syverson Strege & Co | 6,042 | $526.8K | 0.12% | −41−0.7% | Reduced |
| Z3 Capital Partners, LLC | 6,052 | $527.8K | 0.13% | +6,052 | New |
| Thoroughbred Financial Services, LLC | 6,056 | $528.0K | 0.03% | −299−4.7% | Reduced |
| Conning Inc. | 6,062 | $528.6K | 0.02% | −912−13.1% | Reduced |
| Legacy Financial Strategies, LLC | 6,070 | $529.3K | 0.09% | −197−3.1% | Reduced |
| Nilsine Partners, LLC | 6,090 | $531.0K | 0.05% | +249+4.3% | Added |
| Summit Global Investments | 6,183 | $539.0K | 0.03% | +6,183 | New |
| Calton & Associates, Inc. | 6,183 | $539.1K | 0.08% | +786+14.6% | Added |
| Cranbrook Wealth Management, LLC | 6,186 | $539.4K | 0.11% | −323−5.0% | Reduced |
| Zinnia Wealth Advisory, LLC | 6,196 | $540.3K | 0.58% | +6,196 | New |
| Mirador Capital Partners LP | 6,218 | $542.2K | 0.07% | −15−0.2% | Reduced |
| Heritage Wealth Advisors | 6,229 | $543.2K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 6,239 | $544.0K | 0.12% | −22−0.4% | Reduced |
| SFMG, LLC | 6,240 | $544.1K | 0.04% | +66+1.1% | Added |
| RMB Capital Management, LLC | 6,249 | $544.9K | 0.01% | +1,280+25.8% | Added |
| United Capital Management of KS, Inc. | 6,268 | $546.6K | 0.08% | +77+1.2% | Added |
| Pure Financial Advisors, Inc. | 6,285 | $548.1K | 0.01% | −72−1.1% | Reduced |
| Broyhill Asset Management | 6,317 | $550.8K | 0.49% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 6,320 | $551.1K | 0.02% | −1,908−23.2% | Reduced |
| Beta Wealth Group, Inc. | 6,324 | $551.5K | 0.22% | −197−3.0% | Reduced |
| Mindset Wealth Management, LLC | 6,329 | $551.9K | 0.14% | +20.0% | Added |
| Outfitter Financial LLC | 6,345 | $553.3K | 0.44% | +590+10.3% | Added |
| Searle & Co. | 6,358 | $554.4K | 0.14% | +100+1.6% | Added |