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 |
|---|---|---|---|---|---|
| Community Bank of Raymore | 8,950 | $780.4K | 0.53% | 00.0% | Unchanged |
| Breakwater Capital Group | 8,961 | $781.4K | 0.11% | +20.0% | Added |
| OneAscent Financial Services LLC | 9,019 | $786.5K | 0.07% | −4,168−31.6% | Reduced |
| Chesapeake Wealth Management | 9,028 | $787.2K | 0.23% | +962+11.9% | Added |
| HBK Sorce Advisory LLC | 8,772 | $790.2K | 0.02% | +448+5.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,086 | $792.3K | 0.11% | +468+5.4% | Added |
| Vestmark Advisory Solutions, Inc. | 9,099 | $793.4K | 0.01% | +9,099 | New |
| Lazard Asset Management LLC | 9,110 | $794.4K | 0.00% | +41+0.5% | Added |
| Davis Capital Management | 9,140 | $797.0K | 0.55% | −121−1.3% | Reduced |
| Affinity Wealth Management LLC | 9,151 | $798.0K | 0.11% | −152−1.6% | Reduced |
| Successful Portfolios LLC | 9,196 | $800.1K | 0.41% | +977+11.9% | Added |
| Woodward Diversified Capital, LLC | 9,233 | $805.1K | 0.37% | +32+0.3% | Added |
| Belpointe Asset Management LLC | 9,286 | $809.8K | 0.03% | −2,055−18.1% | Reduced |
| Chicago Partners Investment Group LLC | 9,252 | $809.9K | 0.02% | −179−1.9% | Reduced |
| Salem Investment Counselors Inc | 9,296 | $810.6K | 0.02% | +12+0.1% | Added |
| Nikulski Financial, Inc. | 9,311 | $811.9K | 0.19% | +3,828+69.8% | Added |
| Plimoth Trust Co LLC | 9,327 | $813.3K | 0.18% | −360−3.7% | Reduced |
| Howe & Rusling Inc | 9,337 | $814.2K | 0.05% | +2,474+36.0% | Added |
| LaFleur & Godfrey LLC | 9,340 | $814.4K | 0.10% | −200−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32,716 | $814.6K | 0.56% | +897+2.8% | Added |
| Texas Bank & Trust Co | 9,345 | $814.9K | 0.30% | −2,205−19.1% | Reduced |
| Golden State Wealth Management, LLC | 9,392 | $819.0K | 0.09% | +96+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 9,442 | $820.2K | 0.02% | −719−7.1% | Reduced |
| Monetary Management Group Inc | 9,407 | $820.3K | 0.19% | 00.0% | Unchanged |
| Eagle Strategies LLC | 9,435 | $822.7K | 0.11% | +23+0.2% | Added |
| Alpha Cubed Investments, LLC | 9,504 | $828.8K | 0.03% | +2,864+43.1% | Added |
| Cookson Peirce & Co Inc | 9,528 | $830.8K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,549 | $832.6K | 0.01% | −40.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,560 | $833.7K | 0.03% | +6,139+179.5% | Added |
| KC Investment Advisors, LLC | 9,565 | $834.1K | 0.20% | +1,230+14.8% | Added |
| Cornerstone Planning, LLC | 9,550 | $836.2K | 0.19% | +9,550 | New |
| Boston Private Wealth LLC | 9,612 | $838.1K | 0.05% | −2,517−20.8% | Reduced |
| Cresset Asset Management, LLC | 9,612 | $838.2K | 0.00% | +1,355+16.4% | Added |
| Integrity Alliance, LLC. | 9,626 | $839.5K | 0.03% | −2,698−21.9% | Reduced |
| Secure Asset Management, LLC | 9,645 | $841.1K | 0.13% | +130+1.4% | Added |
| Shepherd Financial Partners LLC | 9,675 | $843.7K | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 9,698 | $845.6K | 0.05% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 9,727 | $848.2K | 0.46% | −440−4.3% | Reduced |
| Excalibur Management Corp | 9,735 | $848.9K | 0.31% | −65−0.7% | Reduced |
| Syon Capital LLC | 9,739 | $849.2K | 0.04% | −1,116−10.3% | Reduced |
| White Lighthouse Investment Management Inc. | 9,782 | $853.0K | 0.12% | +1,577+19.2% | Added |
| Landscape Capital Management, L.L.C. | 9,797 | $854.3K | 0.06% | +4,629+89.6% | Added |
| William Allan, LLC | 9,848 | $858.7K | 0.49% | +125+1.3% | Added |
| Home Federal Bank of Tennessee | 9,890 | $862.4K | 0.22% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 9,897 | $863.0K | 0.17% | −328−3.2% | Reduced |
| Trustco Bank Corp N Y | 9,922 | $865.2K | 0.78% | +200+2.1% | Added |
| Reuter James Wealth Management, LLC | 9,933 | $866.1K | 0.12% | −46−0.5% | Reduced |
| Marco Investment Management LLC | 9,986 | $870.8K | 0.07% | −21−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 10,004 | $872.3K | 0.03% | −17,943−64.2% | Reduced |
| St. Johns Investment Management Company, LLC | 10,061 | $877.3K | 0.37% | +479+5.0% | Added |
| Mendel Money Management | 10,074 | $878.5K | 0.37% | −10−0.1% | Reduced |
| Kingsman Wealth Management, Inc. | 10,097 | $880.5K | 0.48% | +30.0% | Added |
| Bradley Foster & Sargent Inc | 10,138 | $884.0K | 0.01% | −110−1.1% | Reduced |
| Investment Partners Asset Management, Inc. | 10,144 | $884.5K | 0.55% | +20.0% | Added |
| Leo Wealth, LLC | 10,157 | $885.7K | 0.06% | +5,617+123.7% | Added |
| Wagner Wealth Management, LLC | 10,188 | $888.4K | 0.19% | +822+8.8% | Added |
| Xcel Wealth Management, LLC | 10,206 | $890.0K | 0.23% | +613+6.4% | Added |
| Pine Valley Investments Ltd Liability Co | 10,207 | $890.1K | 0.04% | −116−1.1% | Reduced |
| Field & Main Bank | 10,215 | $890.7K | 0.26% | −85−0.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,220 | $891.2K | 0.17% | −155−1.5% | Reduced |
| Claro Advisors LLC | 10,230 | $892.0K | 0.12% | −23−0.2% | Reduced |
| Modera Wealth Management, LLC | 10,257 | $894.4K | 0.01% | +150+1.5% | Added |
| HBW Advisory Services LLC | 10,335 | $901.3K | 0.10% | −1,112−9.7% | Reduced |
| Acorn Wealth Advisors, LLC | 10,342 | $901.8K | 0.27% | +70+0.7% | Added |
| GTS Securities LLC | 10,347 | $902.3K | 0.03% | −4,421−29.9% | Reduced |
| Phoenix Holdings Ltd. | 10,380 | $904.3K | 0.01% | +6,982+205.5% | Added |
| Richards, Merrill & Peterson, Inc. | 10,381 | $905.2K | 0.35% | +423+4.2% | Added |
| MEMBERS Trust Co | 10,421 | $908.7K | 0.03% | +41+0.4% | Added |
| Rogco, LP | 10,423 | $908.9K | 0.30% | −84−0.8% | Reduced |
| Mainsail Asset Management, LLC | 10,432 | $909.7K | 0.39% | +1,241+13.5% | Added |
| West Family Investments, Inc. | 10,470 | $913.0K | 0.21% | −2,239−17.6% | Reduced |
| Tannin Capital LLC | 10,471 | $913.1K | 0.82% | +10,471 | New |
| Wiregrass Investment Management LLC | 10,554 | $920.3K | 0.77% | +10,554 | New |
| Cigna Investments Inc | 10,569 | $922.0K | 0.13% | −80−0.8% | Reduced |
| Magnolia Capital Advisors LLC | 10,590 | $923.4K | 0.19% | −935−8.1% | Reduced |
| ATLas Financial Planning LLC | 10,617 | $925.8K | 0.91% | +10,617 | New |
| Smith, Salley & Associates | 10,617 | $925.8K | 0.05% | +2,049+23.9% | Added |
| Bryn Mawr Trust Co | 10,639 | $927.7K | 0.02% | −530−4.7% | Reduced |
| WSFS Capital Management, LLC | 10,671 | $930.5K | 0.04% | +376+3.7% | Added |
| Second Line Capital, LLC | 10,691 | $932.2K | 0.19% | −286−2.6% | Reduced |
| Patton Albertson Miller Group, LLC | 10,701 | $933.1K | 0.11% | −381−3.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,669 | $933.8K | 0.09% | +4,394+70.0% | Added |
| HM Payson & Co | 10,709 | $933.8K | 0.01% | −1,268−10.6% | Reduced |
| Ami Asset Management Corp | 10,713 | $934.2K | 0.05% | −352−3.2% | Reduced |
| Strategic Blueprint, LLC | 10,740 | $936.5K | 0.06% | −7,087−39.8% | Reduced |
| SeaCrest Wealth Management, LLC | 10,868 | $937.6K | 0.09% | −315−2.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,759 | $938.2K | 0.02% | −2,736−20.3% | Reduced |
| RFP Financial Group LLC | 10,762 | $938.4K | 0.45% | −7,531−41.2% | Reduced |
| Chesley Taft & Associates LLC | 10,774 | $939.5K | 0.04% | +211+2.0% | Added |
| Walter & Keenan Financial Consulting Co | 10,832 | $944.6K | 0.25% | −119−1.1% | Reduced |
| Silverlake Wealth Management LLC | 10,841 | $945.3K | 0.21% | −41−0.4% | Reduced |
| Montecito Bank & Trust | 10,866 | $947.5K | 0.15% | +244+2.3% | Added |
| Fifth Third Wealth Advisors LLC | 10,960 | $955.7K | 0.03% | −474−4.1% | Reduced |
| Sage Mountain Advisors LLC | 10,965 | $956.1K | 0.05% | −4,865−30.7% | Reduced |
| Kuhn & Co Investment Counsel | 10,975 | $957.0K | 0.64% | +36+0.3% | Added |
| Ancora Advisors, LLC | 10,981 | $957.5K | 0.02% | +390+3.7% | Added |
| Haverford Trust Co | 11,020 | $960.9K | 0.01% | +726+7.1% | Added |
| VestGen Advisors, LLC | 11,038 | $962.5K | 0.04% | −1,288−10.4% | Reduced |
| Nwam LLC | 11,024 | $971.4K | 0.05% | −92−0.8% | Reduced |
| Churchill Financial Advisors, LLC | 11,141 | $971.5K | 0.30% | +11,141 | New |