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 |
|---|---|---|---|---|---|
| Atlas Wealth Partners, LLC | 7,522 | $655.9K | 0.72% | +100+1.3% | Added |
| Baker Avenue Asset Management, LP | 7,554 | $658.7K | 0.02% | +88+1.2% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,555 | $658.8K | 0.50% | +7,555 | New |
| Northstar Advisory Group, LLC | 7,556 | $658.9K | 0.23% | +34+0.5% | Added |
| Nomura Holdings Inc | 7,566 | $659.8K | 0.00% | −22,632−74.9% | Reduced |
| Summitry LLC | 7,597 | $662.5K | 0.03% | −260−3.3% | Reduced |
| Bank of Jackson Hole Trust | 7,603 | $663.0K | 0.31% | −408−5.1% | Reduced |
| Private Capital Management, LLC | 7,622 | $664.6K | 0.06% | −500−6.2% | Reduced |
| Wulff, Hansen & Co. | 7,648 | $666.9K | 0.56% | −1,150−13.1% | Reduced |
| Archer Investment Corp | 7,663 | $668.2K | 0.15% | −344−4.3% | Reduced |
| Garner Asset Management Corp | 7,672 | $669.0K | 0.26% | −786−9.3% | Reduced |
| Element Wealth, LLC | 7,696 | $671.1K | 0.28% | +27+0.4% | Added |
| Patten Group, Inc. | 7,731 | $674.1K | 0.12% | +2,029+35.6% | Added |
| Ambassador Advisors, LLC | 7,764 | $677.0K | 0.10% | −20−0.3% | Reduced |
| Columbia Asset Management | 7,765 | $677.1K | 0.12% | −3,682−32.2% | Reduced |
| Visionary Horizons, LLC | 7,786 | $679.0K | 0.35% | −100−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 7,793 | $679.5K | 0.01% | −896−10.3% | Reduced |
| Capstone Wealth Management, LLC | 7,798 | $680.0K | 0.50% | +858+12.4% | Added |
| Tradition Wealth Management, LLC | 7,802 | $680.3K | 0.05% | −189−2.4% | Reduced |
| Blue Rock Wealth Management LLC | 7,815 | $681.5K | 0.42% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,822 | $682.2K | 0.02% | +893+12.9% | Added |
| Mirabella Financial Services LLP | 7,833 | $683.0K | 0.07% | +7,833 | New |
| Blalock Williams, LLC | 7,844 | $684.0K | 0.55% | −151−1.9% | Reduced |
| SageOak Financial, LLC | 7,844 | $684.0K | 0.50% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 7,844 | $684.0K | 0.25% | +8+0.1% | Added |
| Keudell/Morrison Wealth Management | 7,849 | $684.4K | 0.14% | +7,849 | New |
| New Age Alpha Advisors, LLC | 7,851 | $684.6K | 0.03% | −4,519−36.5% | Reduced |
| WFA of San Diego, LLC | 7,860 | $685.4K | 0.50% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,754 | $685.6K | 0.12% | −22−0.3% | Reduced |
| Banque Cantonale Vaudoise | 7,870 | $686.0K | 0.02% | +379+5.1% | Added |
| Wealth Dimensions Group, Ltd. | 7,949 | $693.1K | 0.14% | +14+0.2% | Added |
| one8zero8, LLC | 7,973 | $695.2K | 0.15% | −91−1.1% | Reduced |
| Davidson Investment Advisors | 7,975 | $695.4K | 0.03% | −164,192−95.4% | Reduced |
| Roberts Glore & Co Inc | 7,977 | $695.6K | 0.19% | 00.0% | Unchanged |
| Citizens Business Bank | 7,985 | $696.3K | 0.12% | −26−0.3% | Reduced |
| M.E. Allison & Co., Inc. | 7,996 | $697.3K | 0.47% | +555+7.5% | Added |
| Geometric Wealth Advisors | 8,027 | $700.0K | 0.09% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $700.3K | 0.04% | +8,000 | New |
| Campbell & CO Investment Adviser LLC | 8,046 | $701.6K | 0.03% | +8,046 | New |
| Gilbert & Cook, Inc. | 8,064 | $703.2K | 0.09% | −307−3.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,095 | $705.9K | 0.04% | +251+3.2% | Added |
| Wealth Alliance | 8,104 | $706.7K | 0.07% | +367+4.7% | Added |
| Mosaic Family Wealth Partners, LLC | 8,105 | $706.8K | 0.08% | +247+3.1% | Added |
| Valley Brook Capital Group | 8,114 | $707.5K | 0.47% | −297−3.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,125 | $708.5K | 0.10% | +86+1.1% | Added |
| Clear Creek Financial Management, LLC | 8,127 | $708.7K | 0.06% | +180+2.3% | Added |
| Autumn Glory Partners, LLC | 8,185 | $713.7K | 0.25% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 8,185 | $713.8K | 0.16% | −5−0.1% | Reduced |
| Simplicity Wealth,LLC | 8,189 | $714.1K | 0.04% | −829−9.2% | Reduced |
| RiverFront Investment Group, LLC | 8,214 | $716.3K | 0.01% | +5,061+160.5% | Added |
| Alessandra Capital Management, LLC | 8,220 | $716.8K | 0.64% | +8,220 | New |
| Cambient Family Office, LLC | 8,224 | $717.1K | 0.10% | +8,224 | New |
| Park National Corp | 8,228 | $717.5K | 0.02% | −14−0.2% | Reduced |
| West Bancorporation Inc | 8,285 | $722.5K | 0.38% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 8,286 | $722.6K | 0.26% | +62+0.8% | Added |
| Clarendon Private LLC | 8,294 | $723.2K | 0.61% | −2,000−19.4% | Reduced |
| Prelude Capital Management, LLC | 8,325 | $725.9K | 0.05% | +6,034+263.4% | Added |
| Rodgers Brothers Inc. | 8,343 | $727.5K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 8,373 | $730.2K | 0.08% | +6+0.1% | Added |
| North Star Investment Management Corp. | 8,385 | $731.2K | 0.05% | +13+0.2% | Added |
| Grove Bank & Trust | 8,402 | $732.7K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 8,411 | $733.4K | 0.06% | −55−0.6% | Reduced |
| Norden Group LLC | 8,425 | $734.6K | 0.07% | −1,214−12.6% | Reduced |
| Goldstone Financial Group, LLC | 8,437 | $735.7K | 0.08% | +632+8.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,449 | $736.8K | 0.08% | +11+0.1% | Added |
| JT Stratford LLC | 8,460 | $737.7K | 0.09% | +64+0.8% | Added |
| Means Investment Co., Inc. | 8,473 | $738.9K | 0.06% | −1,279−13.1% | Reduced |
| Verity Asset Management, Inc. | 8,474 | $739.0K | 0.32% | −9,056−51.7% | Reduced |
| Benin Management CORP | 8,483 | $739.7K | 0.17% | 00.0% | Unchanged |
| Odyssean, LLC | 8,486 | $740.0K | 0.53% | +8,486 | New |
| Franklin Street Advisors Inc | 8,506 | $741.7K | 0.04% | +723+9.3% | Added |
| Roundview Capital LLC | 8,509 | $742.0K | 0.05% | −1,412−14.2% | Reduced |
| Sar Wealth Management Group, LLC | 8,519 | $742.8K | 0.41% | +564+7.1% | Added |
| PCM Encore, LLC | 8,521 | $743.0K | 0.16% | +8,521 | New |
| Cerro Pacific Wealth Advisors LLC | 8,560 | $746.4K | 0.20% | +481+6.0% | Added |
| Gables Capital Management Inc. | 8,592 | $749.2K | 0.32% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 8,602 | $750.1K | 0.08% | +468+5.8% | Added |
| Howard Capital Management Inc. | 8,605 | $750.4K | 0.01% | +44+0.5% | Added |
| RIA Advisory Group LLC | 8,605 | $750.4K | 0.18% | −416−4.6% | Reduced |
| Roberts Wealth Advisors, LLC | 8,632 | $752.7K | 0.20% | +8,632 | New |
| Trueblood Wealth Management, LLC | 8,634 | $752.9K | 0.29% | −788−8.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,660 | $755.1K | 0.17% | −23−0.3% | Reduced |
| Beaumont Financial Advisors, LLC | 8,685 | $757.3K | 0.05% | +167+2.0% | Added |
| Vista Capital Partners, Inc. | 8,731 | $761.3K | 0.08% | +7+0.1% | Added |
| Exencial Wealth Advisors, LLC | 8,746 | $762.6K | 0.02% | −404−4.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 8,756 | $763.6K | 0.06% | −415−4.5% | Reduced |
| Aberdeen Wealth Management LLC | 8,773 | $765.0K | 0.35% | −407−4.4% | Reduced |
| St Germain D J Co Inc | 8,781 | $765.7K | 0.03% | −584−6.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,783 | $765.9K | 0.19% | −123−1.4% | Reduced |
| Krilogy Financial LLC | 8,688 | $765.9K | 0.03% | −428−4.7% | Reduced |
| Kennedy Investment Group | 8,794 | $766.8K | 0.29% | +47+0.5% | Added |
| Cherokee Insurance Co | 8,800 | $767.4K | 0.31% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 8,823 | $769.4K | 0.03% | +454+5.4% | Added |
| Certified Advisory Corp | 8,833 | $770.2K | 0.07% | +126+1.4% | Added |
| Insight Inv LLC | 8,845 | $771.3K | 0.43% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 8,848 | $771.5K | 0.06% | −950−9.7% | Reduced |
| Evercore Wealth Management, LLC | 8,902 | $776.3K | 0.01% | −841−8.6% | Reduced |
| Mechanics Financial Corp | 8,913 | $777.2K | 0.29% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 8,928 | $778.6K | 0.82% | +8,928 | New |
| Balentine LLC | 8,941 | $779.7K | 0.03% | 00.0% | Unchanged |