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 |
|---|---|---|---|---|---|
| Strategies Wealth Advisors, LLC | 6,359 | $554.5K | 0.06% | +20+0.3% | Added |
| Chicago Capital, LLC | 6,375 | $555.9K | 0.01% | −516−7.5% | Reduced |
| Brown Miller Wealth Management, LLC | 6,381 | $556.4K | 0.15% | −278−4.2% | Reduced |
| Banco Santander, S.A. | 6,387 | $556.9K | 0.00% | −6,834−51.7% | Reduced |
| Builder Investment Group Inc | 6,387 | $556.9K | 0.12% | −275−4.1% | Reduced |
| FineMark National Bank & Trust | 6,396 | $557.7K | 0.02% | +8+0.1% | Added |
| Marble Harbor Investment Counsel, LLC | 6,397 | $557.8K | 0.06% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 6,415 | $559.4K | 0.16% | +295+4.8% | Added |
| Fortress Private Ledger, LLC | 6,415 | $559.4K | 0.18% | +266+4.3% | Added |
| Cordatus Wealth Management LLC | 6,425 | $560.1K | 0.13% | +38+0.6% | Added |
| BankPlus Trust Department | 6,426 | $560.3K | 0.15% | −154−2.3% | Reduced |
| Smithfield Trust Co | 6,440 | $561.0K | 0.02% | +4,025+166.7% | Added |
| Formidable Asset Management, LLC | 5,924 | $561.4K | 0.08% | −105−1.7% | Reduced |
| River Wealth Advisors LLC | 6,441 | $561.7K | 0.06% | −15−0.2% | Reduced |
| Thrive Wealth Management, LLC | 6,457 | $563.0K | 0.08% | −22−0.3% | Reduced |
| Trust Co of Virginia | 6,468 | $564.0K | 0.05% | 00.0% | Unchanged |
| Focused Alpha, LLC | 6,491 | $566.0K | 0.17% | +6,491 | New |
| Park Place Capital Corp | 6,501 | $566.9K | 0.12% | −796−10.9% | Reduced |
| Elequin Capital LP | 6,510 | $567.7K | 0.07% | +6,510 | New |
| Colonial Trust Advisors | 6,519 | $568.5K | 0.04% | +35+0.5% | Added |
| Welch & Forbes LLC | 6,520 | $568.5K | 0.01% | −26−0.4% | Reduced |
| FourThought Financial Partners, LLC | 6,550 | $571.2K | 0.05% | −540−7.6% | Reduced |
| CVFG LLC | 6,550 | $571.2K | 0.39% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,565 | $572.5K | 0.03% | −802−10.9% | Reduced |
| Cooper Financial Group | 6,570 | $572.9K | 0.06% | −462−6.6% | Reduced |
| Brady Family Wealth, LLC | 6,580 | $573.8K | 0.18% | 00.0% | Unchanged |
| Finward Bancorp | 6,586 | $574.3K | 0.45% | −100−1.5% | Reduced |
| Marathon Capital Management | 6,600 | $575.5K | 0.12% | +6,600 | New |
| Good Harbor Advisors, Inc. | 6,606 | $576.1K | 0.67% | +6,606 | New |
| Van Hulzen Asset Management, LLC | 6,611 | $576.5K | 0.04% | −200−2.9% | Reduced |
| PDS Planning, Inc | 6,612 | $576.6K | 0.04% | +467+7.6% | Added |
| Cidel Asset Management Inc | 6,638 | $578.8K | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,639 | $578.9K | 0.03% | +3,791+133.1% | Added |
| LGT Fund Management Co Ltd. | 6,625 | $580.2K | 0.05% | 00.0% | Unchanged |
| Davidson Trust Co | 6,662 | $580.9K | 0.24% | −391−5.5% | Reduced |
| Values First Advisors, Inc. | 6,679 | $582.4K | 0.30% | −781−10.5% | Reduced |
| MBL Wealth, LLC | 6,688 | $583.2K | 0.05% | −133−1.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,693 | $583.6K | 0.10% | −191−2.8% | Reduced |
| Richwood Investment Advisors, LLC | 6,483 | $584.0K | 0.42% | −625−8.8% | Reduced |
| V-Square Quantitative Management LLC | 6,704 | $584.6K | 0.06% | +6,704 | New |
| Arrow Financial Corp | 6,717 | $585.7K | 0.06% | +975+17.0% | Added |
| Archetype Wealth Partners | 6,720 | $586.0K | 0.08% | −286−4.1% | Reduced |
| Stony Point Wealth Management Inc. | 6,738 | $587.6K | 0.22% | +6,738 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,765 | $589.9K | 0.06% | −30−0.4% | Reduced |
| First Foundation Advisors | 6,786 | $591.8K | 0.02% | +1,729+34.2% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $592.4K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,798 | $592.7K | 0.03% | +1,643+31.9% | Added |
| WMG Financial Advisors, LLC | 6,800 | $593.0K | 0.24% | −535−7.3% | Reduced |
| Client 1st Advisory Group, LLC | 6,803 | $593.3K | 0.19% | 00.0% | Unchanged |
| Union Savings Bank | 6,805 | $593.4K | 0.26% | +6,805 | New |
| Greenup Street Wealth Management LLC | 6,814 | $594.1K | 0.09% | −225−3.2% | Reduced |
| American National Bank | 6,825 | $595.1K | 0.06% | −304−4.3% | Reduced |
| Novare Capital Management LLC | 6,858 | $598.0K | 0.04% | +28+0.4% | Added |
| TFR Capital, LLC. | 6,875 | $599.5K | 0.20% | −593−7.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $600.8K | 0.09% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 6,900 | $602.0K | 0.05% | −29−0.4% | Reduced |
| Baker Boyer National Bank | 6,932 | $604.5K | 0.18% | −325−4.5% | Reduced |
| Berger Financial Group, Inc | 6,942 | $605.3K | 0.04% | −199−2.8% | Reduced |
| First Command Advisory Services, Inc. | 6,959 | $606.8K | 0.00% | +494+7.6% | Added |
| Tritonpoint Wealth, LLC | 6,971 | $607.8K | 0.06% | −657−8.6% | Reduced |
| DB&C Advisors, LLC | 6,980 | $608.7K | 0.76% | +6,980 | New |
| City State Bank | 7,000 | $610.4K | 0.17% | −167−2.3% | Reduced |
| BCR Wealth Strategies, LLC | 7,009 | $611.0K | 0.20% | +819+13.2% | Added |
| David J Yvars Group | 7,033 | $613.3K | 0.33% | +18+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 7,056 | $615.3K | 0.03% | +4,353+161.0% | Added |
| Dockside LLC | 7,058 | $615.5K | 0.16% | +7,058 | New |
| Summit Asset Management, LLC | 7,076 | $617.0K | 0.09% | +66+0.9% | Added |
| Financial Enhancement Group LLC | 6,925 | $617.4K | 0.08% | −30.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,082 | $617.5K | 0.03% | −446−5.9% | Reduced |
| Peninsula Asset Management Inc | 7,090 | $618.2K | 0.32% | 00.0% | Unchanged |
| Sentry LLC | 7,093 | $618.5K | 0.17% | +4+0.1% | Added |
| Ballentine Partners, LLC | 7,102 | $619.3K | 0.01% | −1,610−18.5% | Reduced |
| Destination Wealth Management | 7,103 | $619.4K | 0.02% | −205−2.8% | Reduced |
| ProVise Management Group, LLC | 7,105 | $619.5K | 0.04% | −753−9.6% | Reduced |
| Northeast Investment Management | 7,114 | $620.3K | 0.02% | +4,700+194.7% | Added |
| Lathrop Investment Management Corp | 7,126 | $621.0K | 0.11% | 00.0% | Unchanged |
| Viawealth, LLC | 7,126 | $621.4K | 0.35% | −695−8.9% | Reduced |
| Abound Wealth Management | 7,152 | $623.7K | 0.15% | +34+0.5% | Added |
| W Advisors, LLC | 7,165 | $624.8K | 0.31% | −49−0.7% | Reduced |
| Baldwin Brothers Inc | 7,166 | $624.9K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 7,178 | $625.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7,179 | $626.0K | 0.12% | +2,559+55.4% | Added |
| Aventura Private Wealth, LLC | 7,190 | $627.0K | 0.23% | −287−3.8% | Reduced |
| Rather & Kittrell, Inc. | 7,241 | $631.4K | 0.10% | +60+0.8% | Added |
| BluePath Capital Management, LLC | 7,245 | $631.8K | 0.43% | 00.0% | Unchanged |
| Abel Hall, LLC | 7,251 | $632.3K | 0.15% | −43−0.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,252 | $632.4K | 0.32% | −157−2.1% | Reduced |
| Beacon Financial Group | 7,253 | $632.5K | 0.06% | −120−1.6% | Reduced |
| Childress Capital Advisors, LLC | 7,264 | $633.4K | 0.10% | −416−5.4% | Reduced |
| Yeomans Consulting Group, Inc. | 7,265 | $633.5K | 0.19% | −394−5.1% | Reduced |
| Atlantic Trust, LLC | 7,294 | $636.1K | 0.10% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,305 | $637.0K | 0.01% | −105,154−93.5% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,309 | $637.4K | 0.38% | +8+0.1% | Added |
| Beacon Investment Advisors LLC | 7,327 | $639.0K | 0.26% | +15+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 7,336 | $639.7K | 0.03% | +1,016+16.1% | Added |
| Washington Trust Co | 7,360 | $641.8K | 0.02% | −145−1.9% | Reduced |
| Daviman Financial, LLC | 7,388 | $644.3K | 0.38% | +7,388 | New |
| Avestar Capital, LLC | 7,437 | $648.6K | 0.04% | −1,281−14.7% | Reduced |
| Holistic Planning, LLC | 7,491 | $653.2K | 0.14% | +1,357+22.1% | Added |
| Skyline Advisors, Inc. | 7,507 | $654.6K | 0.22% | 00.0% | Unchanged |